As a Client Relationship Specialist, Emily works closely with clients on a regular basis, assisting them with any questions they may have regarding their financial accounts. She also supports multiple custodians to process requests such as deposits, distributions, new account processes or account maintenance.
Prior to joining JFS, Emily worked as an Investment Associate and administrator at a financial advisory firm in Pittsburgh where she learnt about the financial services industry and decided to pursue her career in the field. Her extensive customer service experience was built in the hospitality industry where she held several roles from front desk manager to Sales and Group Housing Coordinator assisting with VIP events and the grand opening of a new hotel.
Outside of work, Emily enjoys spending time with her family and friends, looking after her two cats, painting, and being active in the great outdoors.
