With over 16 years of experience in the financial industry, Jill is a dedicated professional with quality organizational skills, multitasking abilities, and commitment to providing a high-level of client service.
Jill joined Raymond James in 2024, bringing with her a wealth of experience and a deep understanding of the financial world. Her qualifications include Series 7 and 66 securities licenses, making her well-equipped to support clients and the team with a diverse range of financial services.
In her role as a senior registered client service associate, Jill ensures the smooth onboarding of new clients, processes paperwork, handles client logins and manages maintenance requests. Her responsibilities extend to working directly with clients to fulfill service requests and maintaining transparent communication with both the team and clients throughout the entire account lifecycle. As a licensed professional, Jill handles unsolicited orders from clients, acting upon their requests in a timely and efficient manner.
Jill's primary goal is to provide clients with a high level of service, ensuring that each client feels valued and respected. Her efficiency in responding promptly to client requests and providing follow-ups demonstrates her commitment to client expectations.
Originally from the Philippines, Jill now lives in Irvine, California, with her cherished English Bulldog, Optimus. She is a staunch supporter of the Southern California Bulldog Rescue, and in her free time enjoys working out, indulging in the pleasures of wine tasting, and exploring new destinations through travel.