Grace BakerClient Service Specialist

In Grace’s role as the Client Service Specialist, she assists all members of the team in the client onboarding process, including opening of new accounts. She is also responsible for performing account maintenance including money movement, trading, and other various operations duties. She previously worked at a large brokerage firm where she would assist clients of the firm with account maintenance, money movement, and trading needs. She graduated from the University of North Florida with a Bachelors in Business Management and enjoys playing music and going to the beach.

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