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Raschel Thompson

Raschel Thompson

Client Services Associate

Raschel is a dedicated Client Services Associate with over a decade of experience in financial services. Beyond the professional sphere, she finds joy in spending quality time with her
grown children. An avid culinary enthusiast, she enjoys the art of cooking, and her adventurous
spirit extends to hiking, allowing her to connect with nature.

Education and Biography


With over 20 years of customer service working in the Financial Industry, Raschel is passionate
about fostering positive client relationships. She brings a wealth of expertise in customer
service to her role.


Responsibilities include; preparing client account paperwork, custodian forms,
applications, and other deliverables for processing. Partnering with internal operations teams and
adhering to company policies and procedures.