As a Client Service Associate, Mutazz plays a vital role in supporting both Client Service Specialists and Advisors through a wide range of administrative and operational responsibilities. He assists with account openings, processing money movements, and coordinate with custodians, accountants, and other professionals to ensure smooth client service delivery.
Mutazz is responsible for maintaining accurate records, tracking task completion, and updating internal systems with client information. He also helps prepare materials for client and prospect meetings, organize and manage client documentation, and support daily office operations by greeting visitors and managing incoming calls.
Modera Client Service Associates at the firm are known for their attention to detail, professionalism, and unwavering commitment to client confidentiality. They consistently uphold a high standard of service while contributing to the overall efficiency, consistency, and success of the team.
What has been a particularly rewarding moment in your career?
Anytime I have gotten the opportunity to help others learn to further assist them at being more proficient in their career (i.e. Finance Tutor, Operations Lead)
When you’re not working you’re…?
Cooking or playing Madden game.
Where did you grow up? Where do you live now?
I was born in Atlanta, GA but I grew up in Madison, AL. I am currently back home in Atlanta.
What’s a destination in the world that you aspire to visit?
I am keen on visiting Cameroon.
Clark Atlanta University
B.A., business administration/finance & financial planning
Local opportunities with Delta Sigma Pi
