Jackie Becker

About Jackie Becker

Dynamic financial services professional with over 20 years of comprehensive experience in client service, account management, and financial analysis. Proven expertise in facilitating client relationships from account initiation to trade execution, ensuring meticulous attention to detail and compliance with industry regulations. Proficiency in financial modeling, providing clients with tailored investment strategies and insights. Holder of the Series 65 license, demonstrating a commitment to maintaining the highest standards of professionalism and ethical conduct.

Experience

1. Client Services Manager

   Bellwether Wealth

   Dec 2023 — Present · Lincoln, NE

   Consult with clients on wealth management strategies based on their financial and investment goals• Review financial documents and input information into E-Money Solutions and review for Planning and Modeling Solutions• Deliver the Client experience to clients within the practice while ensuring service standards are being met, improved, and exceeded• Collect data and documents for assigned clients, interpret client documents and information to answer client questions, keep all aspects of CRM up to date, and continually improve client service standards• Partner with internal and external business partners and advice teams to complete tasks and provide an exceptional experience• Maintain legal and regulatory requirements in working with third party and partner firms, clients and/or performing internal work activities

Education

• University of Phoenix

  Bachelor's degree

  2012 — 2019