Client Service Manager
“I love building relationships with my clients. The mix of getting to know them personally, learning their business, and being able to help educate them on the day-to-day administration of a qualified retirement plan is very satisfying!”
As an ACG Client Service Manager, Leslie works directly with clients to ensure smooth operation of their qualified plan. From contribution calculations to compliance testing, it is Leslie’s job to assist clients in their efforts to make sure their plan remains in compliance and that our clients can easily manage their plans.
Before joining ACG in 2010, Leslie worked for First Market Bank in Richmond, VA, as a Retail Service Coordinator.