Sunny Springer

As a Client Service Specialist, Sunny provides comprehensive support to clients and the advisory team, with a focus on providing a seamless and personalized experience. She manages client communication and account administration—including openings, transfers, and money movements—while coordinating with custodians, accountants, and other professionals to address client needs efficiently.

To support accuracy and timeliness, Sunny maintains thorough documentation and keeps internal systems current. She initiates and manages workflows for key client engagements such as onboardings, reviews, and discovery meetings, ensuring all materials and checklists are prepared and completed.

Sunny prepares reports and supporting documents for client meetings and may attend in a technical, supportive, or observational role. She monitors account activity, researches and resolves issues, and follows through to help ensure client satisfaction.

In addition to client-facing responsibilities, Sunny contributes to internal operations by updating training guides, organizing client records, and supporting front-office functions such as greeting visitors, managing calls, and scheduling meetings. With a strong focus on organization, service excellence, and confidentiality, Sunny plays a critical role in delivering a high standard of care and professionalism across the firm.