Effie V Frank
Client Service/Operations Associate
Industry Start Date:
2015
Heck Capital Advisors Start Date:
2019
Education:
B.A., Alverno College
Credentials
Series 7 and 63
Fun Fact:
I am part of a huge Greek family and as a first generation Greek American, my extended family has always been an integral part of my life providing much support, guidance and laughter for many years.
What do you enjoy most about working at Heck Capital Advisors?
I enjoy my teammates and the warm family atmosphere that is a part of each day.
What is the most rewarding part of your job?
I enjoy meeting clients and hearing their unique stories and life experiences. I always learn something new with each encounter.
How are you involved in the community outside of work?
I volunteer often at my children’s school activities and sporting events. I also volunteer at church and throughout my community.
What are some of your hobbies/interests?
I enjoy spending time with my family, cooking and trying new recipes, traveling, reading and spending time outdoors.
What does outstanding client service mean to you?
I believe outstanding customer service is providing a high level of care in assisting each and every client with all of their needs. No request is too small and at the end of the day, we listen to our clients’ needs and respond with respect, kindness and compassion.