As a client service manager, Maria is responsible for assisting with all facets of client servicing including updating client information, monitoring the progress of the account opening process, and working with clients to resolve any issues. She plays an integral role in ensuring clients have financial and impact reports as well as responding to them in a timely and effective manner. She additionally facilitates best practice process management with various operational and administrative areas of the firm, including making suggestions for improved client service, quality control, and management procedures.

Biography:

Maria joined CCM from PRC in Miami where she worked as an Administrative Assistant for nine years. Prior to PRC, she was an administration assistant at Starboard Holdings in Miami for eight years.