Jennifer James
Manager, Client Service at NorthRock Partners | San Francisco, California, United States
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Jennifer James serves as the Manager of Client Service at NorthRock Partners, where she plays a pivotal role in enhancing client engagement and operational efficiency within the San Francisco office. With over a decade of experience in wealth management, operations, and client service, Jennifer has honed her expertise in delivering tailored solutions that meet the unique needs of high-net-worth clients. Her leadership extends beyond mere oversight; she actively cultivates strong relationships with team members and business partners, fostering a collaborative environment that prioritizes exceptional service delivery.
In her current role, Jennifer leads the San Francisco Client Service team, ensuring seamless corporate communications and operational updates. She is instrumental in driving marketing initiatives and enhancing client relations through strategic event management and social media measurement. By facilitating regular team meetings, she ensures alignment across various functions, promoting transparency and effective communication. Her commitment to leadership accountability not only strengthens team dynamics but also enhances the overall client experience.
Jennifer's proficiency in market research and client correspondence enables her to anticipate client needs and proactively address concerns, solidifying NorthRock Partners' reputation for excellence in client service. As the firm continues to evolve following the acquisition of Minkoff Wealth Partners, Jennifer remains dedicated to implementing innovative strategies that enhance client satisfaction and drive business growth. Her multifaceted skill set, combined with her passion for client service, positions her as a key contributor to NorthRock Partners' ongoing success in the wealth management industry.
Manager, Client Service at NorthRock Partners in October 2023 to Present
Director Of Business Development at Minkoff Wealth Partners in March 2022 to October 2023
Operations and Client Service Manager at Minkoff Wealth Partners in October 2018 to March 2022
Marketing & Operations Manager at Minkoff Wealth Partners in April 2014 to October 2018
Marketing Analyst - Enterprise & Retail Solutions at PayPal in March 2013 to October 2013
Analyst at Waggener Edstrom in September 2008 to February 2012
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Legacy Planning
Philanthropic Impact
Value-Based Conversations
Charitable Giving Strategies
Holistic Financial Planning
Account Planning
Team Coordination
Operational Excellence
Market Knowledge
Growth Strategies
Driving Results
Coaching
Leadership
Customer Satisfaction
Attention to Detail
Customer Engagement
Client Prospecting
Strategic Thinking
Presentation Skills
Business Process Improvement
Change Management
Culture Change
Regulatory Compliance
Brand Management
Resource Management
Consultative Selling
Wealth Management Services
Problem Solving
Program Management
Strategic Partnerships
Workflow Management
Leadership Accountability
Team Management
Organization Skills
Social Media Marketing
Trend Analysis
Social Media
Strategy
Event Management
Market Research
Sales
Web Analytics
Research
Social Media Measurement
Marketing Communications
Marketing Strategy
Analytics
Project Management
Recruiting
Corporate Communications
Marketing
Digital Strategy
Data Analysis
Account Management
Customer Relationship Management (CRM)
Business Planning
Computer Literacy
Budget Management
Employer Branding
Salesforce.com
Microsoft Word
Microsoft Excel
Microsoft Office
PowerPoint
Management
Time Management
Cross-functional Team Leadership
Relationship Building
People Management
Client Relations
Team Leadership
Cross Functional Relationships
Constant Contact
Client Relationships Strengthening
Client Rapport
Operational Efficiency
Key Client Relationships
Social Networking
Internal and external communications
Project Team Management
Helping Clients
Client Correspondence
Media Outreach
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Discover more about NorthRock PartnersWhat is Jennifer James email address?
Email Jennifer James at [email protected] and [email protected]. This email is the most updated Jennifer James email found in 2026.
What is Jennifer James phone number?
Jennifer James phone number is +14154921360.
How to contact Jennifer James?
To contact Jennifer James send an email to [email protected] or [email protected]. If you want to call Jennifer James try calling on +14154921360. (updated on October 30, 2024)
What company does Jennifer James work for?
Jennifer James works for NorthRock Partners
What is Jennifer James's role at NorthRock Partners?
Jennifer James is Manager, Client Service
What industry does Jennifer James work in?
Jennifer James works in the Financial Services industry.
Jennifer James Email Addresses
Jennifer James Phone Numbers
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