Jami Kopp

● Developed long-lasting relationships
with clients to ensure consistent
retention and loyalty.
● Enhanced client satisfaction by
providing expert financial advice and
personalized investment strategies.
● Assisted in the development of
training materials for new advisors,
improving overall team performance.
● Streamlined communication
processes, ensuring clients received
regular updates on their investments
and financial plan progress.

• Receives, researches, analyzes and handles routine incoming inquires utilizing appropriate systems, policies, regulations, procedures and other reference materials to effectively respond to and resolve client issues
• Provides client service problem resolution support, such as researching and resolving questions and problems by telephone, internet, chat and email
• Communicates with other bank operational areas on client problems and develops and maintains records of specific client service issues
• Provides information to clients such as: Balance inquiries, transaction activity, service charges, and check reconciliation
• Processed transactions & account maintenance to include telephone transfers, stop payments, loan payments, and other requests as needed.

• Liaison between investment company and investment managers
• Ensure immediate, accurate, and fair resolution of all issues related to HNW cases while keeping all stakeholders aware of resolution path, next steps, timing, and expected outcomes
• Process includes root cause identification, resolution, and improvement implementation
• Create and implement improvements to address trending issues
• Provide monthly reporting on trend findings and actions taken to address trends
• Reviewed accounts & applications to ensure accuracy of policies, procedures, legal and compliance requirements in alignment with SEC regulations.