Client Services Account Specialist
Kelcey joined the Merriman team in our Seattle office in 2018 after starting her career in Advisory Consulting at one of The Big Four accounting firms. She takes pride in the level of detail and organization that goes into helping clients achieve their goals. She is always ready and happy to help.
She graduated from the University of Washington with a Bachelor’s degree in Business Administration with dual concentrations in Finance and Technology & Innovation Management, with a minor in Policy Studies.
What is a Client Services Account Specialist?
Your first point of contact
When you visit or call our office, you'll speak with one of us. We pride ourselves on providing warm, professional, and quality service every time you walk in our doors or one of your calls lights up our phone.
Your financial liaison
We coordinate between you, the custodian, and your Wealth Advisor. We help execute everything you discuss with your advisor, collaborating with them daily to tackle the objectives for managing your assets.
Your account expert
We can assist with all of your account maintenance needs. Whether you need a quick money transfer, confirmation of a recent trade, or are wading through 401(k) rollover paperwork, we can help!