Bejal serves as Assistant Vice President of Advisor Services where she oversees customer service operations including onboarding new clients, maintaining accounts, coordinating cash movements, and supporting portfolio administration. Additionally, Bejal serves as a key point of contact for client requests, acts as a liaison between clients’ primary advisers and the custodian, providing high-touch, concierge-level service on their behalf.

Bejal brings a proactive, solutions-oriented approach, strong critical thinking skills, meticulous attention to detail, and a commitment to continuous process improvement to best serve clients and the firm.

With over 15 years of experience in the financial industry, Bejal has held a variety of roles across operations, management, compliance and marketing. Throughout her career, she has built a reputation for delivering exceptional client service, supporting advisors, and ensuring efficient and compliant operations. Bejal earned her degree in Banking and Finance from London Metropolitan University in London, England.