,FPQP®
As a Senior Client Service Specialist, Wendy supports clients and advisors through a broad range of service and operational responsibilities. 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.
When you’re not working you’re…?
Making memories with family.
What’s the best career advice you ever got?
No task is too small and treat everyone equally.
What’s a destination in the world that you aspire to visit?
Israel
How do you caffeinate?
Consume in small amounts and never late in the day.
Financial Paraplanner Qualified Professional™
Asheville-Buncombe Community College
AAS, Business Administration
