Client Service Specialist
As Aspyre’s Client Service Specialist, Erin works closely with the team and our clients. She is responsible for the set-up and maintenance of accounts in our portfolio systems as well as the respective custodians. Erin assists clients with inquiries, account activities, and transfers of funds and securities. She fills a vital role in the support of firm operations.
Before joining Aspyre Wealth Partners in 2019, Erin worked in finance for a clinical research company. While there she supported global business lines, and even initiated robotic process automation, in addition to establishing KPIs and some of the more traditional aspects of financial operations.
Erin received a degree in Business Administration from Ottawa University. She enjoys everything finance and is eager to take on new challenges and provide exceptional client service.
Erin resides in Olathe, KS with her husband and two daughters. Most weekends you can find her spending time with her family.
Favorite Things To Do
Watching her daughters play soccer and basketball
Cheering on the Kansas Jayhawks