As a Client Service Associate, Tori 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. Tori 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?
A sense of belonging that I haven’t experienced since I started my working career. Everyone is kind, understanding, and willing to step in and help with anything you may need to succeed.
When you’re not working you’re…?
When I’m not working, you’ll probably find me casting a line out on the water or spending quality time with my puppy, Maggie Anne. I love getting outdoors, enjoying a little peace and quiet while fishing, and making memories with my four-legged best friend. Whether it’s exploring new spots or relaxing at home.
What’s the best career advice you ever got?
Know your worth and have the confidence in yourself to prove it.
Where did you grow up? Where do you live now?
I grew up in Stockbridge, Georgia and moved to Charlotte to pursue my college education.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
Elizabeth City state University,
Bachelors Degree , Business Administration/Marketing/Management Information Systems
