Joseph Keil
About Joseph Keil
Joseph Keil is a Senior Customer Success Associate at Guideline with a background in financial services and customer support.
Current Role at Guideline
Joseph Keil currently holds the position of Senior Customer Success Associate at Guideline since 2022 in Portland, Maine. In this role, he is responsible for educating plan participants on the complexities of retirement planning through an online platform and has extensive experience in handling customer escalations and complex customer issues. He also acts as a resource for newer Customer Success team members.
Previous Positions at Guideline
Before becoming a Senior Customer Success Associate, Joseph Keil worked as a Customer Success Associate at Guideline from 2021 to 2022 in Portland, Maine. His responsibilities included providing support to plan participants and assisting in their account management, leveraging his expertise in customer service and financial planning.
Past Work Experience
Joseph Keil has a diverse background in financial services and client relations. He worked at IIS Financial Services as a Registered Client Service Associate from 2020 to 2021 in South Portland, Maine. Prior to that, he held the position of Operations Associate at Personal Capital from 2019 to 2020 in Denver, Colorado, and worked as a Financial Services Consultant at TIAA from 2016 to 2018 in Denver, Colorado.
Education and Internships
Joseph Keil earned a Master of Professional Studies in Analytics from Northeastern University, studying from 2022 to 2024. He also holds a Bachelor’s Degree in Economics/Business from St. Lawrence University, where he studied from 2012 to 2016. During his academic career, he completed internships at Morgan Stanley, BMO Capital Markets, and IIS Financial Services.
Early Career and Internships
In his early career, Joseph Keil worked in various internship roles. These included positions at Foresight Science & Technology, BMO Capital Markets, and Morgan Stanley. He also interned at NG&G Facility Services Int'l from 2010 to 2012 in Lincoln, Rhode Island, and served as a Summer Intern at IIS Financial Services and a Summer Branch Analyst at Morgan Stanley.
Academic Achievements
Joseph Keil is a recipient of the Vilas Scholarship at St. Lawrence University. This prestigious scholarship recognizes his academic achievements and dedication during his undergraduate studies. His education and internships have equipped him with a robust foundation in economics and business, which he has applied throughout his career.