Grace Morley in

Grace Morley

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Client Services Associate at Village Financial Services
📍 Greater Houston, United States

Grace Morley is a skilled Client Services Associate at Village Financial Services with extensive experience in the financial sector. A graduate of Texas State University, she excels at managing complex processes with precision, focusing on client onboarding, account management, and maintaining regulatory compliance to ensure high client satisfaction.

During her university years, Grace demonstrated significant leadership as a member of the Chi Omega womens fraternity. She served in key roles including DEI Chair and Panhellenic Delegate, where she focused on fostering diversity, inclusion, and managing recruitment efforts for the chapter.

She helped plan and execute engaging recruiting events for more than 360 prospective members.

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Experience
1 Years
Current Role
Client Services Associate
Location
Greater Houston, United States
Personality Overview

How Grace shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Grace cares about

Regulatory Compliance
Her roles at Village Financial and Segment Wealth Management have focused on ensuring SEC compliance, data accuracy, and protecting sensitive client information.
Client Onboarding
Has proven experience managing the full client onboarding process, including account transfers, reconciliations, and regulatory reporting to ensure a seamless client experience.
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Career

Work history

9-2025
Client Services Associate
Village Financial Services
5-2024 - 8-2025
Client Services Associate
Segment Wealth Management, LLC
SERVER | WAITSTAFF
HMC Hospitality Group
Chi Omega Leadership Roles: DEI Chair, Panhellenic Delegate & Recruitment Day Chair
Chi Omega, Zeta Alpha Chapter
5-2019 - 8-2019
IT Department Administrative Assistant
Just Energy
In the press

Media appearances

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Education
8-2019 - 12-2023
Bachelor's degree
Texas State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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