Charise RaginClient Service Associate
How Charise Can Help You
As a Client Services Associate, Charise focuses on handling day-to-day operational matters and ensuring clients receive exceptional service.
What Makes Charise Knowledgeable
Charise joined Berman Capital Advisors in 2021 as a Client Service Associate. Before joining Berman Capital Advisors, Charise worked as a Client Onboarding Officer for JPMorgan Chase Bank. She onboarded high net worth clients and institutions in the Corporate Investment Bank, Private Bank and JPMorgan Securities. She focused on client transition to JPMorgan and provided support in KYC and account opening. She served as a point in contact for Bankers, Investors, Sales, Middle Office, and various internal teams for designated clients. Charise facilitated onboarding and product trainings across various JPMorgan Chase locations (Delaware, New York, Florida, Washington D.C. and Atlanta, GA), along with creating global procedures for each line of business. In addition, Charise was part of diversity and inclusion initiatives, where she planned and hosted various events and workshops. Prior to JPMorgan Chase Bank, she worked as a Training Manager for Department of Education at Sallie Mae in Delaware, where she supervised and educated new/existing employees regarding student loans and collection activities. Charise graduated from the University of Delaware with a Bachelor of Arts in English and she graduated from Wilmington University with a Master of Science in Marketing Management.
Getting to Know Charise
Charise and her dog, Ella, live in the Buckhead area of Atlanta. In her spare time, she enjoys volunteering within her community, spending time with family, working out, and traveling.