Julia Reynolds is Wescott’s Senior Client Service Associate. In her role, she directly supports the firm’s senior advisors by delivering high-touch service to all clients. She ensures that complex client matters, and their operational requests, are thoughtfully escalated, and addressed promptly and accurately.
Partnering with the Director of Operations, she helps oversee custodial platform processes and relationships, which includes the handling of money movements, account openings, and paperwork inquiries. Julia also mentors other operations team members, contributes to the creation and maintenance of standard operating procedures (SOPs), and partners with Wescott’s Technology Team to provide valuable insights regarding the development and design of operational workflows and processes.
Prior to joining Wescott, Julia was a sales and client relations assistant with a Pennsylvania law firm and worked for a small financial services firm supporting two advisors and managing the office. Her other professional experience includes serving as a customer service representative for an insurance firm and real estate sales.
She resides in Stowe, Pennsylvania and has two children.
