Client and Corporate Services

Biography

Jamie is a Senior Associate in the Grand Rapids office, where she has over 20 years of experience in the financial services industry. She collaborates with client-facing teams to improve their productivity by determining needs and developing procedures, reports, and dashboards. Additionally, Jamie works closely with her colleagues in the Business Intelligence and Analytics unit to achieve efficient, accurate, and scalable reporting. She serves as a point of contact for client-facing professionals by helping to identify opportunities to create operational efficiency.

Prior to joining Cerity Partners, Jamie served as a CRM Project Manager/System Analyst with ARGI Financial Group. In this role, she provided comprehensive CRM support to the Personal Planning, Business, and Insurance Teams. Jamie also executed multiple projects increasing productivity for the Personal Planning, Business Development, Business Services, and Risk Management groups using Dynamics and other software integrations. At ARGI, she also had the role of Regional Client Experience Manager in which she supported personal planning teams and managed client experience administrators, including implementing DocuSign firmwide as well as many other operational procedures. Before ARGI, she had a Client Service Manager & Tax Data Entry role with Cascade Financial Group.

Outside of work, Jamie enjoys hiking, kayaking, traveling, volunteering, and spending time with family and friends at the lake.

Highlights

  • Volunteer at Kids’ Food Basket, supporting the pursuit of a hunger-free West Michigan
  • Volunteer at Leukemia & Lymphoma Society
  • Volunteer at Heart of West Michigan United Way, an organization that fights poverty

Connect with Jamie

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client and Corporate Services Colleagues