Bailey Scheffler
Bailey is a Client Service Associate based in the Pittsburgh office supporting the firm’s client service and operational processes. She brings experience in customer service, sales, communication, and account management. Previously, Bailey was in a sales role with Milo’s Tea Company where she managed customer relationships, supported account growth, and coordinated with strategic partners. These experiences helped her develop strong organizational, problem-solving, and communication skills, along with a detail-oriented and service-focused approach.
At Modern Private Wealth
Bailey helps to support the day-to-day processes that keep the client accounts organized and running smoothly. She assists with client onboarding, account opening, transfers, account maintenance, documentation, and workflow management. She works closely with advisors and clients to help ensure requests are handled accurately, efficiently, and in a timely manner. Bailey believes that great service comes from being responsive and detail oriented. Her goal is to make each client interaction as seamless as possible while helping the team maintain consistent, reliable processes and deliver a positive overall client experience.
Bailey resides in Zelienople, Pennsylvania with her fiancé Scotty and their chocolate lab, Charley. Outside of work, she enjoys traveling, being outdoors, and spending time with her family and friends.
“The best client relationships are built on trust, communication, and making people feel comfortable. I want every client to feel supported, confident, and taken care of whenever they work with our team.”
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