Team Member Profile
As a Senior Client Servicing Representative for Carlson Capital Management, Mary Schubbe serves both new and current clients with all aspects of account management including activities such as account openings, fund transfers, online access, and many other key account servicing needs. In addition, Mary provides office management and client hospitality and works with the firm’s advisors by handling central administrative and servicing functions. She also serves as a lead within the firm’s team of client servicing representatives establishing and ensuring high standards of care for CCM’s clients, and providing leadership, training and work direction.
Mary joined CCM with more than twenty-five years of experience in customer service management, sales administration, project management, and operations support roles. Client servicing combined with managing multiple projects simultaneously has been a common thread in Mary’s career. When she’s not working, Mary enjoys attending her children’s sports activities and gardening. Mary grew up in Inver Grove Heights, Minnesota and now resides in Bloomington with her spouse and two children.
During a conversation with a friend, I was referred to Carlson Capital Management. I had worked in client service for most of my career, and having just started my family, I was looking for an employer who was family oriented. The referral to CCM was more than I could have expected.
It wasn’t until I started working at CCM that I realized the impact advisors and their team can truly give to their clients. Our team at CCM personalizes the care for our clients; we build relationships with our clients; and we genuinely care for our colleagues and clients. The founders and management team consistently demonstrate these values. The referral to CCM has been extremely rewarding, and it’s left a lasting impact on me that I know others are experiencing too.