As a Client Service Associate, Rebecca supports Client Service Specialists and Advisors through a range of administrative and operational responsibilities. Duties include assisting with account openings, processing money movements, coordinating with custodians, accountants, and other professionals, maintaining client records, tracking task completion, and updating internal systems with client information.
She also prepares materials for client and prospect meetings, organizes client documentation, and supports office operations by greeting visitors and managing incoming calls. [EMPLOYEE NAME] performs assigned responsibilities in accordance with firm policies and procedures and maintains the confidentiality of client information.
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
