Senior Client Servicing Representative
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.