Client Service Associate

spoghtlight

Employee Spotlight

 

What exactly do you do at our company? 

I am a Client Service Associate. I support our wealth management advisors and clients with account servicing, interfacing with account custodians, and various other tasks to create an exceptional client experience.

What is your favorite part about working with McLean? 

I like that we are flexible and can work in or out of the office. Believe it or not, I get more done working from home...probably because I do not have to sit in traffic anymore.

What are 3 words you’d use to describe McLean? 

Adaptable, Family-orientated, innovative.

What is a fun fact about you that not many people know?

Not sure I want you to publish this, but I did Roller Derby for a couple of years lol 🙂

What do you like to do when you aren’t working? 

Before 2020 I was always playing sports. I still play soccer, and I am getting back into running. I read a lot, and I am going to try and add something "artsy" to get into for 2023.

Are you a coffee or tea person?

Coffee in the morning and tea after 10 am.

How many different states have you lived in?

3 states

What’s your favorite book or movie?

I like mysteries. Go through them like water.

Early bird or night owl?

Neither. mid-morning to early evening