Client Service Specialist
Rachel works with the entire team to coordinate client service activities, including preparing account applications, transfer forms, and other paperwork to assist clients with account transfers, gathering and compiling data for client meetings, maintaining client files, and handling day-to-day client requests. She is also in charge of office administration.
Designations and Education
- Montana Tech of the University of Montana
- Rachel is a native of Juneau, Alaska.
- In her spare time, she enjoys exploring new spots throughout San Diego, traveling internationally, staying fit, and reading fiction.