DALTON, Mass. — Berkshire Money Management welcomed Brenda Bailly and Tina Archambault as Client Care Specialists. 

 

The two new hires join the Client Care Team led by Chelsea Smith, recently promoted to the role of Client Specialist Leader. 

 

Brenda Bailly, based in the company's downtown Great Barrington office, brings more than 24 years of experience in financial services and wealth management operations to her role as Client Care Specialist. Before joining the BMM team, she was a Wealth Management Senior Operations Specialist at Berkshire Bank, where her responsibilities included client care, opening and closing accounts, audit assistance, system configurations, and more. She looks forward to using her organizational skills to assist the firm's clients, making sure their needs are met. Brenda was born and raised in the Berkshires, and lives in Great Barrington with her husband and two daughters. When she's not helping clients at the office, she enjoys spending time with her extended family.

 

Notary, Berkshire Community College grad, and experienced customer service professional Tina Archambault joins the Berkshire Money Management team as Client Care Specialist at their office in Dalton, MA. Tina brings to her new role 25 years in customer service and 16 years of experience in trusts. In her previous role as Wealth Management Operations Specialist at Berkshire Bank, Tina worked with various accounts including IRAs, trusts, and investment and estate accounts and was responsible for the opening of new accounts, asset transfers, and other operational tasks. Born and raised in the Berkshires, Tina has three sons and lives in Pittsfield with her husband, Dean.

 

As part of the Client Care Team, both Tina and Brenda will assist with client onboarding, scheduling, opening and servicing accounts, facilitating account transactions, building strong relationships, and helping clients with their day-to-day service needs.

 

"We are proud to celebrate two experienced Client Care Specialists joining our team," said  Chief Operating Officer Natalie Wheeler. "Both Tina and Brenda demonstrate deep client care expertise, have extensive knowledge, and bring the essentials to the firm's success moving forward. And, coincidentally, the two worked together for years before joining the BMM family."

 

Berkshire Money Management congratulates Chelsea Smith on her recent promotion to Client Specialist Leader. Chelsea joined BMM in 2021 as a Client Care Specialist. In her new role, Chelsea is focused on strengthening BMM's Client Care Team through coaching, developing new standards and practices, and leading the team in providing exceptional client service. She is a veteran customer service professional and notary public and has an associate degree from Berkshire Community College in Liberal Arts with a concentration in Business Administration. Originally from Dalton, Chelsea lives in Peru, MA, with her husband, daughter, and German Shepherd. She enjoys snowmobiling, hiking, running, and spending time with her family.

 

"Chelsea has shown what an outstanding, versatile leader she is from day one," shared Allen Harris, CEO and Founder of Berkshire Money Management. "She not only knows the work, but she recognizes the value of collaboration and continued improvement."

 

Harris added, "Our Client Care Specialists and Financial Planners are equal partners in service of the client, working on a one-to-one ratio. The Client Care Team is a true business department that, thanks to Chelsea, now has the best leadership."