As a Senior Client Service Specialist, Terry supports clients and advisors through a broad range of service and operational responsibilities. Her 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 value most in your client relationships?
Building a rapport with each of our clients. Gaining their trust and respect is very important to me.
How do you feel you help to create impact for clients?
Being able to resolve most request, concerns or issues to the best of my ability when Clients call our office. Always being upbeat welling to help and always providing concierge service.
What do you feel is a strength that you have?
Customer Service. Interacting with Clients and giving them Concierge Service.
When you retire you’re going to…?
I imagine retiring in a warm desert city. Taking lots of road trips exploring the United States.
Where did you grow up? Where do you live now?
I grew up in Los Angeles County. I also lived in South Lake Tahoe for several years. I now live in Ladera Ranch in Orange County.
What has been a particularly rewarding moment in your career?
Early on in my Career working as a Claims Representative at 21st Century Insurance Company I learned how important Customer Service was, helping Customers with their issues and concerns during a difficult time in their life. Listening is very important.
What’s a destination in the world that you aspire to visit?
I would like to travel to Europe, France, and Italy.
How do you caffeinate?
Diet Coke, Cold, and Hot Tea.
