Jamie Thompson, Client Service Associate, is an expert on interfacing with our primary custodian, Charles Schwab, and is ready and available to answer incoming operational requests. In addition, Jamie guides clients through the onboarding process, initiates and monitors account transfers and is a resource at tax time providing clients information and clarity on the documents needed for their tax preparers. Jamie has long-term experience in the financial services arena.
Prior to joining the Keen Wealth Team, Jamie worked for Ascensus, a leading retirement and college savings service provider. Her duties included assisting clients with retirement plan questions, processing transactions and ensuring timely & accurate trades. Her clients included plan administrators, plan participants, financial advisors, and trust companies. Jamie also spent time as a Senior Service Advocate at Farmers Insurance Group.
Jamie received her bachelor’s degree in Organizational Behavior at the College of St. Scholastica. In her free time, Jamie enjoys spending time with her husband, watching their children play competitive ball. When time allows, she also enjoys spending time out on the lakes back in her home state of Minnesota.