Tori Billups

As a Client Service Associate, Tori plays a vital role in supporting both Client Service Specialists and Advisors through a wide range of administrative and operational responsibilities. She assists with account openings, processing money movements, and coordinates with custodians, accountants, and other professionals to help ensure smooth client service delivery.

Tori is responsible for maintaining accurate records, tracking task completion, and updating internal systems with client information. She also helps prepare materials for client and prospect meetings, organize and manage client documentation, and supports daily office operations by greeting visitors and managing incoming calls.

Modera Client Service Associates at the firm are known for their attention to detail, professionalism, and unwavering commitment to client confidentiality. They consistently uphold a high standard of service while contributing to the overall efficiency, consistency, and success of the team.