Client Relationship Manager
P: 208-522-6400 — Email Shae
Shae M. Beard is the client relationship manager for Onyx Financial Advisors. She brings to her role more than 13 years of experience working with people in diverse industries. With an associate degree in paralegal studies, she served as a paralegal in the world of legal defense for more than eight years. In this role she realized that integrity is paramount to having a good, decent life. She committed then to always be forthright and honest, both behind the scenes and in the public eye.
Shae transitioned to a financial brokerage firm for five years before joining the Onyx team. Her current role is part of a natural partnership; Shae appreciates the team’s organization, defined processes, and in-house compliance since these resonate with her own value system. As a driven and fast learner, she anticipates what needs to be done and figures out the most efficient way to do it.
Shae’s daily work requires working with clients to accommodate a variety of requests, fulfilling all cashiering tasks, and getting pertinent information to advisors prior to appointments. By putting in the time to understand clients and their needs, she ensures clients are well taken care of and meetings between clients and Onyx advisors are seamless.
Shae is married and the mother of four active children. The family likes outdoor summer activities, and she is an eager supporter of her kids’ extracurricular activities.