Manager Client Service
Manager Client Service
As Client Services Manager, Debbie leads a team of Client Service Associates, at the Saint John, NB, office. Debbie is fully committed to promoting and maintaining an exceptional employee and client experience, while overseeing branch operations and actively contributing to the success of investment goals for team Fitzpatrick.
With more than 26 years of industry experience, Debbie received her Professional Financial Planning (PFP) designation and works very closely with her team to ensure continued excellence in client service delivery.
Active within the community, Debbie has volunteered countless hours to schools throughout District 8 and has assisted with numerous functions and activities.
Debbie enjoys travel, spending quality time with her family and spoiling her two precious grandchildren.
Client Service Associate
Client Service Associate
As a Client Service Associate, Kim provides dedicated administrative and specialized support to you, our client, as well as the rest of the team. In her role, Kim acts as the primary contact with regard to account administration and day-to-day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Kim is committed to the client experience. Bringing 19 years of experience to her role, combined with her knowledge and skills, she builds strong relationships with clients, earning their trust and confidence.
Kim maintains client account records, provides administrative support, prepares reports and accesses up to date market research. She holds a Business Management Diploma from the New Brunswick Community College and has completed many industry courses as part of her continuing education.
Spending time with family and friends, travelling and exploring local attractions are just a few of the things she enjoys in her spare time.
Client Service Associate
Client Service Associate
As a Client Service Associate, Jennifer provides dedicated administrative and specialized support to you, our client, as well as the rest of the team. In her role, Jennifer acts as the primary contact with regard to account administration and day-to-day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Jennifer holds an Administrative Assistant diploma from the New Brunswick Community College and possesses 16 years of administrative experience within the Financial Industry. She is licensed through IIROC as a registered representative.
Jennifer is a direct point of contact for account administration and day-to-day client inquiries or issues. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism
Jennifer has spent numerous hours in various volunteer capacities, having recently joined two committees with a local school. She enjoys spending time with family and friends and travelling New Brunswick.
