As a Client Service Associate, Veronique 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. Veronique performs assigned responsibilities in accordance with firm policies and procedures and maintains the confidentiality of client information.
When you’re not working, you’re…?
Finding various places to hike and spending time with family and friends.
What’s the best career advice you ever got?
To embrace growth, be open to change, learn from experiences and to look at challenges as opportunities for development.
What’s a destination in the world that you aspire to visit?
I want to visit a small South Pacific Island that’s northwest of Tahiti in French Polynesia called Bora Bora.
