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Scott is a Principal based in the San Francisco office. He manages the San Francisco client service team, oversees trade execution, serves as liaison to custodians like Charles Schwab and Fidelity, and assists Principals and Senior Associates in servicing a select group of clients with complex financial situations. With his broad range of both client and managerial experience, Scott understands that providing superior client service means combining exceptional procedural execution with the ability to build personal relationships.
Before joining Cerity Partners, Scott worked as a Client Service Manager at B|O|S, where he managed personnel and maintained many of the firm’s policies and procedures. Prior to joining B|O|S, he was a Regional Manager of Operations at EP Wealth Advisors and a Junior Partner/Client Relationship Manager at Private Capital Management Associates, where in addition to client service, he handled a broad range of responsibilities including reporting, billing, compliance, office management, and vendor relations.
What do you do in your personal life that helps you help your clients?
I am always trying to be a good, “active” listener in my personal and professional life. One can always get better at communicating, and I feel that practicing effective listening is a skill that can help in all areas.
Was there a specific incident in your life that made it clear you were made for this career?
When I was 9 or 10, my Dad bought me $100 worth of some basic mutual funds. I always enjoyed looking in the newspaper each day and seeing if I gained (or lost) money the previous day. Around that same time, I started collecting baseball cards — it was fun to see the values of cards fluctuate depending (mostly) on the players’ performance on the field, similar to how a company’s performance influences its stock price. This steered me in the direction of a career in investments.
How would you describe your best day doing what you do?
My best day is welcoming a new colleague to my team. After weeks (or months) of interviews, it’s finally time to “pull back the curtain” and get going on training, meeting other colleagues, and helping the new Associate start the new phase of his/her career.
Why is client service important, especially today?
In this very competitive industry, the subtle touches of excellent client service can go a long way. For example, checking with the client to make sure they receive a check that was mailed or offering to call a client to help walk them through our document portal registration are all things that matter when a client is deciding whether to stick with us or refer a friend — especially when their portfolios aren’t performing as well as hoped.
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