About Natasha

Natasha Atkinson

Client Service Manager

Natasha Atkinson manages client service operations at Clifton Capital Advisors, overseeing the firm’s day-to-day administrative and service functions with precision and consistency. She plays a central role in ensuring that client requests, account activity, and operational workflows are handled efficiently and in accordance with firm standards.

Her responsibilities include coordinating portfolio documentation and agreements, processing client deposits and withdrawals, managing scheduling, and directing service requests to the appropriate members of the advisory and planning team. As Client Service Manager, Natasha serves as a primary operational point of contact, supporting continuity, accuracy, and responsiveness across the client experience.

Natasha has completed extensive professional training for administrative professionals in the wealth management industry and maintains ongoing education and regulatory training as required. Her attention to detail and commitment to process discipline support the firm’s fiduciary obligations and operational integrity.

Outside of work, she enjoys spending time outdoors and with family.