,FPQP®
As a Client Service Team Lead, Rebecca provides client service support while overseeing the daily activities of a designated group of client service team members. Responsibilities include supporting advisors and clients, administering service processes and workflows, processing account-related requests, coordinating with custodians, accountants, and other professionals, and assisting with the preparation of client meeting materials.
In a leadership capacity, she oversees team workflows, participates in special projects, assists with onboarding and training team members, maintains training materials, and supports compliance-related testing activities. Rebecca may attend client meetings in a technical or support capacity and monitors assigned client service functions for adherence to firm procedures.
When you’re not working you’re…?
Hiking with my family, cooking, traveling.
What’s the best career advice you ever got?
Work to live.
Where did you grow up? Where do you live now?
I grew up in Los Angeles, California. I have been in Asheville 21 years!
What’s a destination in the world that you aspire to visit?
Greenland!
Financial Paraplanner Qualified Professional℠
University of San Diego
BA, History
