As a Client Service Specialist, Yadhira 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?
Helping clients through important financial milestones has been especially rewarding. Whether assisting with account transitions, retirement paperwork, or other significant life events, I enjoy knowing that my work helps create a smooth, positive experience during meaningful moments.
When you’re not working you’re…?
Spending time with my family, visiting theme parks, decorating my home, or continuing my education. I enjoy finding opportunities to learn and grow both personally and professionally.
What’s the best career advice you ever got?
Focus on the people, not just the process. Building trust through reliability, communication, and genuine care creates lasting relationships and leads to the best outcomes.
Where did you grow up? Where do you live now?
I grew up in New York and now call Boca Raton, Florida home.
1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
954-693-0030
Southern New Hampshire University,
BS in Criminal Justice
