Client Service Associate
Jessica joined Box Financial Advisors in May of 2021 as a client service associate. She is the main point of contact for all of Cyrus Shabaz's and Jeff Severtson’s clients and will assist with any client service needs. Her primary responsibilities include:
- Fostering Exceptional Client Relationships
- Facilitating Service Needs – initiating new accounts, check requests, address changes, changes to beneficiary designations and many other similar requests
- Scheduling of Appointments
- Maintaining Client Records
As a graduate of Concordia College in Moorhead, MN, Jessica has a strong background in relationship management and administration including 10 years of client service in the wealth management industry. She is also a Certified Professional Coach (CPC) and Energy Leadership Index Master Practitioner (ELI-MP) through the accredited programs at iPEC - the Institute for Professional Excellence in Coaching.
With a passion for learning and people, Jessica spends her free time reading, connecting with friends, traveling, being in nature and around water. She enjoys living in south Minneapolis with her two teenagers, Justin and Kelsey, and visiting her parents in Alexandria, MN.