Client Relations Associate
As Client Relations Associate, Becky brings over 20 years of client service experience to Balance Rock. In addition to providing our clients with a welcoming, friendly greeting when they call or visit the office, she provides a variety of support services to our administration team. She coordinates and oversees the office calendar to promote smooth and efficient client activity throughout the day. She assists with account processing and follow up activities for new and existing clients which include distributions and account updates. She also monitors monthly check receipt reports and IRA fee reports. Across her wide range of responsibilities, Becky takes a proactive approach to streamlining, simplifying, and improving office systems and processes.
Becky earned her Associates Degree in Business Administration from Berkshire Community College. A Notary Public, she is also an active volunteer at Stearns Elementary School. Becky and her husband, Sean, live in Pittsfield, MA, with their daughters Madalyn and Jacklyn. In her free time she enjoys walking, gardening, traveling, yoga and hiking with her beloved dog Bodie.