Client Relationship Manager
Linda Jesseman has been responsible for client support, account administration and communications at EKS Associates since 2002. Known for her personalized and dependable service, she is a trusted liaison for the firm’s clients, financial advisors and brokerage firm contacts. Linda is chiefly responsible for administering client accounts, ensuring all activity and record-keeping is handled efficiently, accurately and confidentially. Working closely with the financial planners, Linda ensures clients receive timely communications and customized reports about their financial plans and investment accounts. Prior to EKS Associates, Linda spent 18 years as a client service and project manager for a major U.S. telecommunications company.