Client Services Specialist
Rebecca is a Client Services Specialist at Atlas Private Wealth Management. In her role, she works directly with clients and Wealth Management Advisors to set up accounts and facilitate client requests.
She aims to provide superior customer service to Atlas’ clients in all aspects of her role. Whether it be onboarding new clients, processing disbursements, or daily account maintenance requests, each task is met with the same level of service. Rebecca prioritizes the relationships formed with clients and considers them to be one of the most rewarding aspects of her job.
She began her career in the financial services industry at Key Bank where she worked for several years as a Relationship Manager. Rebecca eventually transitioned from retail banking to the investment services side of the industry. She was a Client Service Associate at UBS Financial Services for seven years and most recently was employed by RBC Wealth Management as a Client Associate for nine years.
Rebecca is a lifelong resident of the Capital Region and a graduate of Albany High School. In her free time, she can be found traveling with her husband and two children, cooking for family and friends, and attending live music performances.