As a Client Service Associate, Rebecca plays a vital role in supporting both Client Service Specialists and Advisors through a wide range of administrative and operational responsibilities. She assists with account openings, processing money movements, and coordinate with custodians, accountants, and other professionals to ensure smooth client service delivery.
Rebecca is responsible for maintaining accurate records, tracking task completion, and updating internal systems with client information. She 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 do you enjoy most about working at Modera?
Everyone is so nice and friendly. I love how they support and encourage a healthy work-life balance.
When you’re not working you’re…?
At a sporting event, watching my kids play or my husband coach. My boys play basketball and baseball and my husband coaches at a local school.
Where did you grow up? Where do you live now?
I grew up in Kirkland, WA and now live in Asheville, NC. I moved to Asheville 16 years ago where I met my husband. We have two amazing boys.
How do you caffeinate?
Being from Seattle, I don’t function without my morning coffee!
George Fox University
B.S. Athletic Training and Fitness Management
