Jamee Churchill
About Jamee Churchill
Jamee Churchill is a Client Service Specialist at MD Financial Management, where she has worked since 2017. She has a background in English Language and Literature, Psychology, and extensive experience in customer service and client account management.
Work at MD Financial Management
Jamee Churchill has been employed at MD Financial Management since 2017, where she serves as a Client Service Specialist. In this role, she utilizes her expertise in Microsoft Excel and strong customer service skills to assist clients effectively. Her position involves managing client inquiries and providing support in portfolio management, which enhances her ability to manage client investments.
Previous Employment Experience
Before joining MD Financial Management, Jamee Churchill held several positions that contributed to her expertise in client services. She worked at Community Futures East Kootenay as a Client Account Administrator from 2014 to 2017 and as a Regional Labour Market Analyst from 2014 to 2015. Additionally, she spent time at CIBC, first as a Customer Service Representative from 2011 to 2013 and then as a Branch Support Representative from 2013 to 2014.
Education and Expertise
Jamee Churchill holds an Associate's Degree from the College of the Rockies, where she studied English Language and Literature/Letters and Psychology from 2005 to 2007. This educational background provides her with a unique perspective in client interactions, enhancing her communication and analytical skills. Her expertise in Microsoft Excel and portfolio management further supports her role in the financial services sector.
Background in Customer Service
Jamee Churchill has developed strong customer service skills throughout her career, which are essential in the financial services industry. Her experience in various client-facing roles has equipped her with the ability to effectively address client needs and provide tailored solutions. This background contributes to her success as a Client Service Specialist at MD Financial Management.