Cora A. Eckrich

Client Service / Operations
Associate
  

Cora Eckrich is a member of the Client Service/Operations team, serving as an Associate with a focus on Client Service needs and is based in the Heck Capital’s Rhinelander Office. Cora’s primary responsibilities include working closely with Advisors to facilitate client requests, assisting with administrative and operational duties in relation to client’s accounts with a main goal to build a strong client/advisor relationship. Cora lives in Rhinelander, WI with her husband, two sons, cat, and dog.  She enjoys traveling and being outside: walking her dog, snowshoeing, kayaking, attending car shows, craft shows, and sporting events (especially when her sons play).

 

Industry Start Date:
2022

Heck Capital Advisors Start Date:
2022

Education:
Nicolet Area Technical College - Associates Degree in Business Management

Prior Work Experience:
I have spent my career working in Customer Service with the pet supply industry, job shop manufacturing, physical therapy, and at an automotive dealership. Within those industries I have had office related responsibilities consisting of merchandising, internet maintenance and order entry, management, payroll, payables/receivables, purchasing, human resources, and so forth.  

Fun Fact:
My husband and I have a hard time coming up with names for pets and our children so when our first son was born, we chose three names, put them on paper, crumpled them up and we each threw one away and the one left behind became his name. It worked so well the first time we repeated the process for our second son. It has now become our go to for our pets as well. Needless to say, Alexander never made it either time!

What is the most rewarding part of your position?
Knowing when I process paperwork for the client, I am assisting them in forwarding their financial goals.  I look forward to making the process as pleasant and convenient for the client as I can. 

How are you involved in the community outside of work?
I enjoy participating in my boys’ extracurricular events volunteering in the concession stands, score boards or announcing. I have previously participated as the Secretary on the Hodag Gridiron Board, as well as volunteered with the Oneida County Humane Society.  

What does outstanding client service mean to you? 
The client's needs come first and are handled with the utmost respect. When the client needs are satisfactorily met, a relationship can build and prosper from generation to generation. 

What do you enjoy most about working at Heck Capital Advisors?
The camaraderie and respect for each other is evident daily. The level of values and morals are directly in line with my own and that is a wonderful feeling.