As a Client Service Specialist, Zachary 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.
He 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.
When you’re not working you’re…?
When I’m not working, I’m usually out and about – whether it’s spending time with friends and family, going for a run or hitting the gym, exploring the city, checking out new restaurants, or watching and playing sports.
Where did you grow up? Where do you live now?
I grew up in Hinsdale, IL, and I currently live in New York City.
What’s a destination in the world that you aspire to visit?
I’ve been fortunate to visit Thailand and the Philippines, and I’d love to return to Southeast Asia to explore more – including Singapore, Vietnam, and Malaysia. Tokyo and Seoul are also high on my travel list!
How do you caffeinate?
Coffee
Loyola University New Orleans
B.S. Finance
