Lauren Hamilton
Dallas
Summary
Accomplished professional in wealth management, dedicated to delivering superior client service for high-net-worth individuals. Expertise includes managing complex investment operations, improving operational accuracy, and cultivating strong relationships with financial advisors to enhance client experiences.
Overview
18
18
years of professional experience
Work History
Billing Associate
FARTHER FINANCE
Irving
04.2025 - Current
- Manage advisory fee billing processes across advisor-managed client accounts, ensuring accurate fee calculations and timely billing.
- Perform account reconciliations and research billing discrepancies to maintain operational accuracy and data integrity.
- Review account data and fee schedules to ensure adherence to firm policies and billing procedures.
- Generate and analyze billing reports to support operational oversight and management reporting.
- Collaborate with advisors, operations teams, and custodians to resolve account-related issues and support client servicing needs.
- Identify and implement process improvements that enhance efficiency and reduce operational risk.
- Maintain documentation supporting audit, compliance, and regulatory requirements.
Director of Client Services
STRATEGIC FINANCIAL SERVICES
Houston
08.2023 - 03.2025
- Acted as the primary point of contact for high-net-worth clients, delivering exceptional service and ongoing account support.
- Managed client inquiries and resolved service issues efficiently, strengthening client relationships and ensuring high service standards.
- Coordinated client onboarding, account maintenance, transfers, and alternative investment servicing to enhance client satisfaction and retention.
- Worked closely with advisors to support investment management and financial planning initiatives.
- Streamlined operational processes, enhancing service delivery and improving overall client experience.
- Monitored account activity and maintained compliance with firm policies and industry regulations.
Senior Client Service Associate
PAUL COMSTOCK PARTNERS
Houston
08.2021 - 06.2022
- Assisted advisors and high-net-worth clients with efficient account administration and timely service requests.
- Facilitated new account openings, transfers, and onboarding activities.
- Collaborated with custodians to swiftly resolve account issues and enhance client satisfaction.
- Developed strong client relationships through proactive communication and responsive service.
- Ensured accurate documentation and account records to support compliance and operational efficiency.
Investment Associate
SENTINEL TRUST COMPANY
Houston
02.2020 - 08.2021
- Developed and implemented client investment strategies and asset allocation plans to align with client goals.
- Updated portfolio allocations based on client objectives, risk tolerance, tax considerations, and liquidity needs.
- Prepared performance reports, asset allocation reviews, and investment-related analyses.
- Produced reports, models, and investment presentations to enhance advisor-client communications.
- Facilitated onboarding of investment assets and transition of client accounts to ensure seamless integration.
Investment Operations Analyst
Guardian Wealth Partners
Raleigh
02.2018 - 11.2019
- Managed $500 million in assets for high-net-worth and ERISA clients, ensuring compliance and effective asset allocation.
- Collaborated with advisors to enhance client relationships and provide comprehensive operational support.
- Managed account transfers, wire requests, and account maintenance activities.
- Documented client communications and maintained accurate client records in CRM systems to enhance operational efficiency.
- Assisted with retirement planning initiatives using MoneyGuidePro.
Relationship Manager
UNITED CAPITAL
Chapel Hill
06.2017 - 02.2018
- Cultivated strong client relationships through proactive communication and dedicated support.
- Maintained investment portfolios and executed allocation changes to align with client goals.
- Analyzed client financial information to inform development of tailored financial planning recommendations.
- Prepared quarterly and annual portfolio monitoring reports.
- Maintained accurate documentation and account records.
Senior Trader
UNITED CAPITAL
Irving
12.2014 - 06.2017
- Executed portfolio rebalancing and model updates for $2 billion in assets under management, enhancing asset allocation and performance.
- Implemented trading technology platforms that streamlined operations and increased accuracy in trading activities.
- Conducted investment due diligence and monitored compliance with trading policies.
- Automated manual processes, significantly increasing productivity and minimizing operational risks.
- Oversaw employee trading compliance and served as liaison to 84 firm offices.
Senior Financial Analyst / Tax Associate
EXENCIAL WEALTH ADVISORS
Plano
08.2008 - 04.2014
- Managed investment portfolios exceeding $500 million in assets under management.
- Created financial analyses and client presentations to enhance decision-making and reporting.
- Guided clients in retirement, estate, tax, and investment planning strategies to align with their financial goals.
- Prepared individual, partnership, and fiduciary tax returns.
- Assessed client portfolios and executed financial planning recommendations to optimize investment outcomes.
Education
Bachelor of Business Administration - Management
TEXAS TECH UNIVERSITY
Bachelor of Science - Fashion Merchandising
TEXAS TECH UNIVERSITY
Minor - Marketing
TEXAS TECH UNIVERSITY
Skills
- Client relationship management
- Account reconciliation
- Performance reporting
- Trading and rebalancing
- Alternative Investments
- Financial planning
- Regulatory compliance
- Tax and estate planning
- Envestnet/Tamarac expertise
- Orion proficiency
- eMoney and MoneyGuidePro knowledge
- Fidelity, Schwab, Pershing, and Apex familiarity
- Salesforce utilization
Timeline
Billing Associate
FARTHER FINANCE
04.2025 - Current
Director of Client Services
STRATEGIC FINANCIAL SERVICES
08.2023 - 03.2025
Senior Client Service Associate
PAUL COMSTOCK PARTNERS
08.2021 - 06.2022
Investment Associate
SENTINEL TRUST COMPANY
02.2020 - 08.2021
Investment Operations Analyst
Guardian Wealth Partners
02.2018 - 11.2019
Relationship Manager
UNITED CAPITAL
06.2017 - 02.2018
Senior Trader
UNITED CAPITAL
12.2014 - 06.2017
Senior Financial Analyst / Tax Associate
EXENCIAL WEALTH ADVISORS
08.2008 - 04.2014
Bachelor of Business Administration - Management
TEXAS TECH UNIVERSITY
Bachelor of Science - Fashion Merchandising
TEXAS TECH UNIVERSITY
Minor - Marketing
TEXAS TECH UNIVERSITY