Lead Client Services Associate
As the lead Client Services Associate at BFG, Renata plays a key role collaborating with advisors and their clients, assisting with account maintenance, processing client paperwork, coordinating asset transfers, and maintaining clear communication to deliver a seamless service experience. Renata’s strong background in customer service and project coordination enables her to deliver an exceptional experience for our clients.
Renata holds a degree in Marketing from North Central University. When away from the office, you’ll find Renata on the golf course, hiking, traveling, watching true crime and strength training.