ALICIA MONTIEL

CLIENT SERVICE SPECIALIST

How I Can Help You

Alicia supports clients and advisors at Pence Financial Group by ensuring smooth account management, responsive service, and a consistently high level of care. She partners closely with advisors to keep operations running efficiently while prioritizing accuracy, discretion, and clear communication. Alicia approaches every interaction with a relationship-focused mindset and is committed to enhancing the overall client experience through thoughtful, dependable support.

What Makes Me Knowledgeable

Alicia brings years of experience in customer service, client relationship management, and administrative support. She excels in fast-paced environments and is known for handling complex tasks with efficiency and attention to detail. Her educational background in Communication has strengthened her skills in active listening, problem-solving, and trust-building. This foundation allows her to support both clients and advisors with clarity, professionalism, and reliability.

Getting to Know Me

Alicia enjoys building meaningful connections both personally and professionally. She has a passion for cooking and experimenting with new recipes, especially when it creates opportunities to bring people together. She also values time spent in peaceful, beautiful environments that allow her to reset and recharge. Family plays a central role in her life, and she treasures quality time with her children and loved ones. Staying present with family provides balance, joy, and purpose, and strongly influences who she is in both her personal life and her work.