Senior Client Service Specialist
Wendy brings more than 25 years of experience to the operations role. At Rain Capital, she is charged with managing the daily operations of all client accounts and interacting with service providers. She is the primary liaison between our clients and custodians, administrators, financial institutions, and investment managers / partnerships. Her duties include responding to client service requests such as money transfers, account transfers, trade requests and reconciliation, as well as monitoring client cash needs, setting up new accounts and quarterly reporting.
Previously, Wendy was a Portfolio Administrator for the Wealth Management practice at Arnerich Massena. At Pacific Investment Advisors, she led the operations function for the firm. She started her career at Smith Barney, where she was a Client Service Assistant and focused on 401(k) clientele.