,FPQP®
As a Client Service Specialist, Tracy provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
What has been a particularly rewarding moment in your career?
Taking the leap to switch careers was by far the hardest and most rewarding career move I made. I was extremely fortunate to join a supportive team, they encouraged me to earn my Financial Paraplanner Qualified Professional™ designation.
What’s the best career advice you ever got?
All growth starts at the end of your comfort zone.
When you’re not working you’re…?
I keep busy with endless house and yard projects. I have fainting goats and swans that keep me laughing and tied to a strict feeding schedule. I love spending time with my friends and family, especially my new grandson.
Where did you grow up? Where do you live now?
I have always lived within a 10-mile radius of where I grew up in Berks County, PA. I am very fortunate to have my family close to me as well.
Financial Paraplanner Qualified Professional™
Red Cross and hospice volunteer
