A Day in the Life of Client Services

At Christopher Street Financial, we like to think of Client Services as the quiet heroes of your financial journey. We are not the ones preparing your financial plan, but we are the ones who make sure your accounts get opened, your money moves, and your paperwork doesn’t mysteriously vanish into a bureaucratic black hole.

Our team includes me, Rick de Beauclair (Director of Client Services), and two rockstars who keep the wheels turning: Jennifer Date and Concetta Botie, our talented Client Service Specialists. If you’ve ever needed to roll over a 401(k), update a beneficiary, or get money just in time to close on a new home, you have been in our inbox.

So, what exactly does a day in Client Services look like?

Glad you asked! It starts with coffee (non-negotiable) and a fresh batch of service requests from Advisors. Every day, and throughout the day, our Advisors submit these requests, and we spring into action.

At any moment we may be helping you by:

• Opening a new account at one of our custodians (SEI or Fidelity)
• Helping you register for access to your client portal at SEI Connect (pro tip: bookmark it!)
• Processing a retirement plan rollover, moving your asset from a previous custodian
• Updating the beneficiary designation on your IRA
• Wiring funds to your attorney as you close on your new home, without drama or delay

It is like being a financial EMT – always on call, staying cool under pressure, and never knowing what will come next.

Why does this matter to you?

… because when all of the little pieces come together, big things can happen.

You and your Advisor focus on what matters most -- building your financial plan with an eye on your goals, whether that means retiring early, going on that dream vacation, or just being able to sleep at night knowing your accounts are in good hands.

We are here to make things seamless. No red tape. No confusion. Just clear, timely support from real people who know your name… and probably your preferred method for signing documents!

Final Thought

We know the behind-the-scenes work isn’t always glamorous, but to us, it is rewarding. We are honored to play a role in the process.

If you ever need us, know that we are here – with our checklists, a form or two, a readiness to help… and probably another cup of coffee.

Thanks for letting us be part of your financial life.