As a Client Service Specialist, Jami provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
What has been a particularly rewarding moment in your career?
A client once sent me a gift to thank me for how much I had assisted them through an emotionally difficult process. I didn’t even realize that I had helped in any big way and helped me see that I treat everyone as though they are special to me. This was 30 years ago, and it sticks with me.
What’s the best career advice you ever got?
Don’t look at the big picture because it can be intimidating. Pick one thing to do at a time, and it will all come together. This was actually advice I received on one particular event in my life, but I try to use it everywhere, especially at work.
Where did you grow up? Where do you live now?
I grew up in Marblehead, MA and now live in Natick, MA. I’m not one to wander too far from home, but now most of my immediate family has moved away!
What’s a destination in the world that you aspire to visit?
For many years now, I’ve had an (unrealistic) fantasy of owning an ice cream truck and driving it cross country, making lots of people happy along the way. It would be an arduous, if not impossible, task both to get permits for all those random towns and to keep the inventory, but it is a fun dream.
