Happy July birthday to one of our Senior Client Service Coordinators, Ellen Siegfried. Ellen has been with HKA for over a year, and she has truly transformed the client service of our financial-advisor-focused practice since arriving. Ellen started at HKA as a client-service generalist and quickly evolved to take responsibility of the firm’s financial advisor clients.
Ellen is in charge of HKA’s free business expense manager and works with our financial advisor clients and their offices on logging their expenses. She manages all of the client accounts, answers questions and makes sure that each client is taken care of. We challenge you come up with a business expense question that Ellen can’t answer! She also works with clients on retrieving missing items, answering questions, and scheduling for Blake. On top of all of this, Ellen assembled every tax return during tax season!
Ellen is on maternity leave right now but will be back in the office in September and we look forward to seeing her! If you need to set an appointment to speak with someone about business expenses, you can contact her directly when she is back at EllenS@Hkaglobal.com and you can contact the office now at Office@hkaglobal.com. Katie Donovan, another one of our talented client service coordinators, is filling in and also very knowledgeable.
Ellen embodies all of HKA’s values and her standard of client service has made us better. Taxes are never stress-free and Ellen upbeat attitude and ability to make everyone feel like a friend alleviate any outstanding anxiety. She is warm, easy to talk to, detail oriented, and excellent at her job. We are lucky to have her and grateful that she is on our team! Happy Birthday, Ellen!