Client Relationship Manager
I’m the third and newest Jess added to the mix here at Story Wealth.
I’ve been part of the team since May 2018, and it’s been a fantastic and rewarding experience.
My role as Client Relationship Manager is to assist the advisers to implement financial strategies, whilst building strong relationships with our clients to provide ongoing support through every stage of the process.
I am always working to exceed client expectations to ensure our clients can achieve their goals.