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Client Services Manager

Bio

Lisa Marek, Client Services Manager, works with the portfolio management team to ensure that all clients receive outstanding customer service. Lisa coordinates the client onboarding process, maintains the integrity of the customer relationship management system and portfolio reporting platform, manages client requests and facilitates the preparation of client correspondence. She brings over two decades of retirement plan experience and credibility in client service. Her wealth of knowledge is a key part of fostering a strong client experience.

Areas of Expertise

Customer Service
Communication
Problem Solving
Compliance

Community

  • Adopt a Class Volunteer
  • Alumni Admissions Representative – The College of Wooster
  • Class President – The College of Wooster
  • Warren County United Way - Past Board Member

Lisa Marek

Favorite HORAN Fundamental
Go The Extra Mile