Senior Client Service Advisor
Jared provides day-to-day operational support to ensure that Schechter maintains the highest level of client service. He provides service for all existing policies including premium payments and changes, policy requests, in-force illustrations, policy schedules and summaries, policy loans, policy values, lapse notices, reinstatements, and death claims.
Prior to joining Schechter, Jared was a Registered Client Associate with RBC Wealth Management, where he processed client transactions including account changes, distribution requests, trade orders and more. Additionally, he has worked for Parcion Private Wealth in Bellevue, WA where he assisted clients in processing securities litigation paperwork and maintained portfolio performance reports. Jared has also worked as a Registered Representative with New York Life and NYLIFE Securities LLC where he helped clients address their life insurance and fixed income needs.
Currently, Jared resides in his hometown, Spokane, WA, GO ZAGS! He earned his Bachelor’s in Political Economy with a Minor in Entrepreneurship from the University of Washington in Seattle, WA. Jared and his fiancée, Harmonee, love to ski, golf, hike and hang out on the lake with their dog, Dozer.