The Client Services and Support team at Boston Trust Walden Company plays a crucial role in fostering strong relationships with clients by providing comprehensive support and tailored service solutions. This team is responsible for ensuring smooth transaction processes, addressing client inquiries, and managing account administration, thereby enhancing client satisfaction and retention across both institutional and private wealth segments. Their commitment to exceptional service aligns with the firm's values of collaboration and client-centricity.
Arijit Roy-Chowdhury
Sr. Client Service Administrat...
Brian Yiu
Client/portfolio Administrator...
Brieana Valdez
Senior Operations Associate
Catelina Tandofte
Transaction Services Senior As...
Cfp® Samantha Joyce
Client Relationship Manager
Meghan Doherty
Relationship Manager, Institut...
Nikki K.
Senior Client Service Administ...
Richard B. Guerrier
Operations Analyst
Sarah Robinson
Client Relationship Manager
Shweta Rawat
Operations Associate