Rachel Benji

Rachel always delivers outstanding service to both clients and internal teams. In supporting several financial advisors in day-to-day coordination and communication, she ensures seamless operations meet client needs efficiently and effectively. Rachel is also crucial in supporting our business services initiatives, actively managing corporate retirement plans to ensure ease and responsiveness for plan sponsors and participants alike. Her proactive and precise approach contributes to the long-term success of the retirement plans we manage, and the satisfaction of these business clients reflect her unwavering energy and commitment to excellence.