As a Senior Client Service Specialist, Salome 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 has been a particularly rewarding moment in your career?
Coming to a new company with a culture that encourages and recognizes hard work and dedication.
What’s the best career advice you ever got?
Change is good, take a chance; spread your wings and you will fly.
Where did you grow up? Where do you live now?
I grew up in Kingston, Jamaica, I now live in Jonesboro, GA.
What’s a destination in the world that you aspire to visit?
Visiting Italy and Spain is on my bucket list.
