Rebecca Smalley, Client Service Specialist at JFS Wealth Advisors

Becca is a dedicated Client Service Specialist at JFS, where her passion for building lasting relationships that benefit her peers and her clients shines through. Becca has quickly become an integral member of the JFS Team, working closely with the Client Relationship Specialists and executing various tasks that come her way. Her journey to this position was grounded in a solid foundation of customer service expertise, honed during her previous role. In April of 2023, Becca proudly achieved her P&C Insurance License.

Becca’s daily mission at JFS is to collaborate closely with her colleagues, lending her keen eye for detail and customer-centric approach to elevate the quality of service provided to clients. Her dedication perfectly aligns with JFS’s core values, which prioritize trust-building and client-centricity. Becca’s enthusiasm for her work is evident in her proactive approach to tackling new challenges and developing intuitive solutions.

Beyond her professional achievements, Becca’s life outside the office is equally vibrant. A fitness enthusiast, she stays active with various physical activities. Her family and two beloved dogs hold a special place in her heart, and she cherishes every moment spent with them. Becca’s culinary curiosity is also at the forefront of her adventurous spirit, as she is always on the lookout for new local dining experiences.

Get In Touch:

Get Started With
JFS Today

Office Locations:
Hermitage

Credentials or Certifications:
P&C Insurance License

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