Erika brings nearly two decades of experience in the finance industry to her role as Client Operations Specialist. She supports clients and advisors by coordinating service requests, managing account maintenance, processing transactions, onboarding new client relationships, and ensuring all documentation and compliance standards are met.
Prior to joining the firm, Erika developed her career across a wide range of financial services functions. She has also worked as a teller and personal banker, where she became a trusted advisor and built lasting client relationships through personalized guidance and exceptional service. Throughout her career, she has been recognized for her accuracy, compliance, teamwork, and dedication to client satisfaction.
Erika is bilingual in English and Spanish, holds an Associate of Arts degree, and is currently studying for the Series 65 license. Outside of work, Erika enjoys spending time with family and friends, meditating, practicing yoga, volunteering, and traveling to experience new cultures and cuisines.
Erika brings nearly two decades of experience in the finance industry to her role as Client Operations Specialist. She supports clients and advisors by coordinating service requests, managing account maintenance, processing transactions, onboarding new client relationships, and ensuring all documentation and compliance standards are met.
Prior to joining the firm, Erika developed her career across a wide range of financial services functions. She has also worked as a teller and personal banker, where she became a trusted advisor and built lasting client relationships through personalized guidance and exceptional service. Throughout her career, she has been recognized for her accuracy, compliance, teamwork, and dedication to client satisfaction.
Erika is bilingual in English and Spanish, holds an Associate of Arts degree, and is currently studying for the Series 65 license. Outside of work, Erika enjoys spending time with family and friends, meditating, practicing yoga, volunteering, and traveling to experience new cultures and cuisines.