Jasmine Enriquez Client Service Representative Mission Wealth

Jasmine Enriquez

In by Mission Wealth

Jasmine Enriquez Mission Wealth

Jasmine Enriquez

Client Service Representative

Santa Barbara

(805) 690-9009

CONTACT JASMINE

"I thrive on playing a key role in guiding my clients towards their financial targets. After over 5 years in the field, fostering relationships and delivering exceptional service is what I'm passionate about."

Jasmine is a Client Service Representative at Mission Wealth in the Santa Barbara, California area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Jasmine's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Jasmine plays a vital role in the success of Mission Wealth.

"I thrive on playing a key role in guiding my clients towards their financial targets. After over 5 years in the field, fostering relationships and delivering exceptional service is what I'm passionate about."

Jasmine is a Client Service Representative at Mission Wealth in the Santa Barbara, California area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Jasmine's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Jasmine plays a vital role in the success of Mission Wealth.

Learn About Jasmine Enriquez

Professional Background

Before stepping into her role at Mission Wealth, Jasmine honed her skills as a Client Service Associate at Oppenheimer & Co. Her expertise further developed with customer service positions at leading financial institutions such as JP Morgan Chase and Bank of America.

Jasmine earned her Bachelors from the University of California, Santa Barbara.

Personal Pursuits

When she's not working, Jasmine Enriquez enjoys the natural splendor of sunny Santa Barbara, savoring beach walks, hiking trips, and camping adventures. A globe-trotter at heart, she thrives on immersing herself in diverse cultures while traveling to different countries.

Community Impact

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Jasmine Enriquez Volunteering

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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