Client Service Specialist
As a Client Service Specialist, I’m responsible for supporting clients through every stage at our firm. From account opening and maintenance to scheduling client meetings, I strive to make our clients feel as comfortable and informed as possible. Internally, I also maintain our contact relationship management software and assist with event planning and implementation.
I joined Water Street Financial in June of 2016. My experience with account opening and account maintenance allows me to prioritize an abundance of tasks at the office. Everyday, I’m able to gain knowledge in a variety of financial disciplines to add onto my skills in organization, prioritizing and multitasking.
In my free time, I enjoy spending time with family and friends, trying out new restaurants, and I vacation in Florida every chance I get. I graduated from John Handley High school in 2013 and am a lifelong resident of Winchester.