Erin M. O'Brien
Client Service Specialist
Erin O’Brien is a Client Service Specialist at Ropes Wealth. Erin has 6 years of client service experience, and provides critical administrative and operational support to our successful individual, family, endowment, and foundation clients. Erin supports clients providing them the best service with investment, financial planning, and client services. She partners with investment and financial planning professionals as well as Ropes & Gray trustees and clients’ external advisors to ensure that all aspects of their wealth management plan needs are implemented and supported.
Previously Erin was Client Administrator. Prior to joining Ropes Wealth, Erin was a Client Services Assistant at Ropes & Gray. She was also a Retail Flex Banker at The Washington Trust Company where she was responsible for account service that included handling a broad range of transactions, knowledge of products, and account information to local customers and businesses.
Erin earned her BA from the University of Rhode Island, where she studied Public Relations. She is involved in the Alumni Association at the University of Rhode Island and serves as Student Alumni Association Chapter Leader. Erin resides in Stoneham.