CLIENT SERVICE ASSOCIATE
Jamie is first point of contact for all areas of client service and account management. With her attention to detail she is highly skilled at delivering service excellence to clients.
Jamie comes to us from the food brokerage industry where she held the position of Director of Business Operations. Her responsibilities were to provide direct support to affiliate owners and national business development. She developed a reporting database that was used to prepare reports for business review meetings both internally and with buyers and with sellers in the industry.
Jamie managed a customer service team who dealing with international manufacturers such as Rich Products and Dessert Holdings Group and their local customers such as H.E.B Grocery, Brookshire Grocery and Albertsons Family.
At FullCircle Wealth, Jamie will use her skills to provide day to day assistance for questions relating to paperwork, technology and your meetings with us. With 15 years’ experience her attention to detail, organization and preparedness has already proven very valuable in freeing up our time.