As a Senior Client Service Specialist, Robin supports clients and advisors through a broad range of service and operational responsibilities. Duties include processing account openings and transfers, handling money movements, preparing client documentation, coordinating with custodians, accountants, and other professionals, and maintaining client records and internal systems.
She manages workflows associated with client onboardings, review meetings, and estate-related processes, prepares reports and supporting documentation, and may attend client meetings in a technical or support capacity. Additional responsibilities include participating in special projects, supporting compliance-related testing activities, maintaining training materials, and assisting with the onboarding and training of team members.
What do you enjoy most about working at Modera?
Building relationships with our clients and getting to know them better.
When you’re not working you’re…?
Spending time with family, dog, and friends; enjoying the outdoors and local waterways.
Where did you grow up? Where do you live now?
I’m originally from Pinellas County, FL, but most of my childhood was spent here in Citrus County where I now reside.
What’s a destination in the world that you aspire to visit?
Italy.
College of Central Florida
St. Leo University
