Client Services Administrator
As Client Services Administrator, Tracy Richard brings decades of client service experience to the firm. Since joining the Balance Rock Investment Group team, she has been responsible for a variety of tasks including account openings, distributions and trustee transfers, maintaining beneficiary designations and more. She also coordinates customer transactions (as determined by brokers), retirement plan enrollments, and communicates with mutual fund and insurance companies to ensure client transactions are properly processed.
Prior to joining the financial services industry, she amassed over 25 years of experience working across a spectrum industries. As Office Manager for Molded Corrugated Paper, she worked directly with the two owners and managed the daily office functions. She also spent 13 years working for O’Connell Oil, where she not only scheduled service calls and oil deliveries, but also worked closely with many agencies in Berkshire County to help the low income and elderly more easily afford the expense of heating.
Outside of the office, she enjoys spending time with her two children, Andrew and Jennifer, their spouses, Kristin and Greg, and her two grandchildren, Alexandra and Rylie. She also enjoys swimming, biking, and reading in her spare time.