Client Service Associate
As a Client Service Associate at Granite, I play an important role in our clients’ experience ensuring that they are receiving the highest quality of client service support. I work in concert with Portfolio Managers on all operational matters mainly behind the scenes as the liaison with the custodian as well as communicating with other advisors (attorneys, accountants, etc.) to create a seamless client experience. My strong interpersonal skills and passion for customer excellence enable me to solve complex administrative problems and prepare financial planning documents for my team.
Massachusetts College of Liberal Arts, BS