Senior Client Service Associate
Ellie joined HCR in 2022 as Senior Client Service Associate, where she is responsible for client onboarding, preparing account paperwork, updating systems, processing RMDs, doing data audits, handling general requests from advisors, improving internal processing, and creating efficiencies across the firm. Ellie prides herself on her multitasking abilities, organizational skills, and attention to detail.
Prior to joining HCR, she worked at Northwestern Mutual as an Investment Operations Associate, where she assisted a vast number of advisors in opening accounts, making money movement transactions, and performing account maintenance. She also previously worked at Pacific Global as a Client Service Associate.
Ellie has a B.S. in Finance, Real Estate & Law from California State Polytechnic University, Pomona.
Whatever you are, be a good one.
Important Career Moment
Staff spotlight nomination for exceptional work and dedication to the firm in 2021.
Awards & Causes
Awarded the element of attitude, initiative, and teamwork in 2021; Alex’s Lemonade Stand Foundation
Arts & Entertainment
Podcast: Stuff You Should Know
Shows: The Crown; Ozark; Breaking Bad
Book: ‘We Were Dreamers’ by Simu Liu
Ellie enjoys baking, gardening, traveling, trying different cuisines, and spending quality time with family. She is happily married and has a beautiful young daughter named Penelope, whom she enjoys taking to the park and playground.