As a Client Service Specialist, Rachel provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
What do you enjoy most about working at Modera?
The encouragement and support to gain new skills and grow within the company.
When you’re not working you’re…?
Spending time with family, binging TV shows I’ve seen a million times, and obsessively reading every single Amazon review before making a purchase.
What’s the best career advice you ever got?
In chaos and failure, there is opportunity.
What’s a destination in the world that you aspire to visit?
Currently, I really want to visit Yellowstone National Park. I’ve been to a lot of really neat places, but that one’s still on the list.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
University of the North Carolina, Wilmington
BA, Communication and Media Studies
