Tess Samperi Email & Phone Number

Boston, Ma

1 Liberty Square, 13Th Floor, Boston, Ma

In addition to the roles and responsibilities of the Client Management Consultant, the Senior Team Leader leads a team of 2+ client service team representatives responsible for delivering exceptional, proactive valued client relationships. Assist client service team representatives and Financial Advisors with complex issues and projects including client-related assignments, projects, and inquiries. Winner, Culture Carrier Brick Award

1 Liberty Square, Boston, Ma

The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. Provide support to my colleagues as needed, working in a team environment.Winner, Client Service Brick AwardBoston Advisors was acquired by CAPTRUST in October 2019.

Greater Boston Area

Responsible for providing administrative support to two Senior Portfolio Managers, including communicating with clients and prospects. Handle all client account administration and act as liaison for clients in opening accounts, transferring assets, accessing funds and other matters that may arise. Skilled in Customer Relationship Management (CRM). Provides support to my colleagues when needed as part of an administrative team.Weyland was acquired by Boston Advisors October 2016.

22 Deer Street, Suite 200, Portsmouth, Nh

Responsible for office management and client account administration, acting as liaison for individual investors and families when opening custodial accounts, transferring assets, money movement, and other client service matters that may arise. Skilled in Customer Relationship Management (CRM). Weyland Capital was acquired by Boston Advisors on October 1, 2016.

Portsmouth, Nh

Administrative Assistant- liaison for consultants when communicating with clients and assisted with production of quarterly reporting. Backup to Receptionist duties when needed. Marketing- assisted with marketing materials and responses to Requests for Proposals as part of a team environment.

Hyde Park, New York

Co-managed restaurant and staff. Baked homemade desserts and other dishes.

Millbrook, Ny

Administrative support person to the management team. This included preparing reports, making travel arrangements, answering phones and general office duties. Drafted label copy for the wine production. Managed the mailing lists for the wine clubs and provided tours and tastings to visitors of the winery.

York, Me

Responsible for answering phones, client service, managing files, maintaining calendars, scheduling appointments, preparing documents, maintaining data bases, and Notary Public. Moved to New York Sept. 1993.

Exeter, Nh

Dover/Portsmouth, Nh