Client Service Specialist
As a Client Service Specialist, Olivia is responsible for managing inbound calls and timely implementation of client administrative requests and paperwork completion. Olivia works closely with the Advisors, Portfolio Management staff, and other members of the Client Services teams to provide a high-level wealth management service to our clients.
Olivia is an extremely organized and dedicated financial services professional, accustomed to providing
exceptional customer service involving complex and sensitive transactions. She brings experience as the Client Relations and Financial Services Coordinator for two of the country's leading mid-sized Registered Investment Advisory Firms to our Service Support Team. Her attention to detail combined with a warm, helpful nature helps us maintain the highest standards of care and prudence on our client's behalf.
In her spare time, Olivia enjoys spending time with family, traveling, and baking complicated recipes. She has also been an active volunteer in her church her entire life, inspired by their positive impact in the community, particularly their efforts to help those with the most need.
Professional Affiliations and Recognitions
Member, US SIF: Forum for Sustainable & Responsible Investments
Education, Designations and Registrations
Oregon Life & Health Insurance License #18320648
BS, Business Administration, AIB College of Business