Client Services Account Specialist
Rebekah joined the Merriman Team at the Seattle office in 2018. She brings with her many years of experience in customer service from working in retail. Her love of helping clients and staying organized is what she loves most about working at Merriman.
Rebekah is a native Seattleite and loves hiking, paddle boarding, reading, and vacationing with family.
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!