Roderick Walker
About Roderick Walker
Roderick Walker is a Service Specialist at Signature Estate & Investment Advisors, LLC, where he coordinates actions between Relationship Managers, Custodians, and clients to facilitate third-party transactions. He has over a decade of experience in the financial services industry, having previously worked at John Hancock Financial Services and Liberty Mutual Insurance.
Work at Signature Estate & Investment Advisors
Roderick Walker has been employed as a Service Specialist at Signature Estate & Investment Advisors, LLC since 2014. In this role, he coordinates actions between Relationship Managers, Custodians, and clientele to facilitate seamless third-party transactions. His responsibilities include providing high-level support to high net worth Financial Advisor firms across the country, ensuring efficient communication and transaction processes.
Previous Experience in Financial Services
Before joining Signature Estate & Investment Advisors, Roderick Walker worked at John Hancock Financial Services in two capacities. From 2013 to 2014, he served as a Reclaim Cash Control Specialist for 10 months in Portsmouth, NH. Prior to that, he was a Customer Service Consultant at John Hancock-Long Term Care Insurance from 2012 to 2013 for one year. Additionally, he worked at Liberty Mutual Insurance as a Senior Personal Rater for three months in 2011.
Education and Expertise
Roderick Walker studied at the University of New Hampshire, specifically at the Whittemore School of Business and Economics. He earned a Bachelor of Arts degree in Economics, completing his studies from 2007 to 2011. His educational background provides a solid foundation for his work in financial services and client support.
Background in Customer Service
Roderick Walker has a background in customer service, having worked in various roles that required direct interaction with clients. His experience at John Hancock Financial Services as a Customer Service Consultant involved assisting clients with long-term care insurance inquiries, which enhanced his skills in client relations and support.