Joslin manages a large team of back office financial assistants that field incoming calls, handle customer requests, and process countless transactions daily. Joslin is a leader at the firm and serves our clients with excellence. She is a specialist with many years of experience at large financial firms. Most recently, she served at Alliance Bernstein and the National Financial Alliance.
PROFESSIONAL BACKGROUND:
Joslin is the Business Relationship Manager. Joslin has over 15 years of customer service experience and more than 10 years of financial services experience. She has worked for large financial firms, such as American Funds, Alliance Bernstein, and IPI Investments. Joslin is a dedicated and dependable professional with advanced leadership skills.
EMPLOYMENT HISTORY:
Insurance Service Specialist; AAA Insurance, 2009-2010
Technical Support Representative; OPTUM INSIGHT, 2010-2013
Customer Service Specialist II; T-Mobile, 2013-2014
Retirement Plan Specialist; Randstad Staffing Agency, 2014-2015
Operations Specialist; Alliance Bernstein, 2015-2016
Operations Specialist; Leading Edge Staffing for Investment Professionals, Inc, 2016-2017
Business Relationship Manager; National Financial Alliance & LPL Financial, 2017-present