Effie V. Frank

Effie V. Frank

Client Service / Operations Associate

Effie Frank is a member of the Client Service / Operations team serving as an Associate with a focus on client service and operations and is based in Heck Capital’s Milwaukee office. Effie’s primary responsibilities include working closely with Advisors to facilitate client requests, assisting the client service team with operational and administrative tasks in relation to client accounts and assisting as office coordinator for the Milwaukee and Rhinelander offices. Effie lives in Waukesha, WI with her family and enjoys spending time with her two children and two dogs. Effie enjoys relaxing with extended family, reading, cooking and spending time outdoors.

 

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 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.