Jackie Bauer

Senior Client Relationship Associate

Bethesda, Maryland

She plays a key role in delivering a seamless client experience, supporting clients through onboarding, scheduling, meeting preparation, and ongoing service needs. She also helps streamline systems and workflows to ensure each client interaction is smooth, efficient, and consistent.
She brings experience in human resources, operations, and client service within financial services. She has supported advisory teams in boutique environments, where she developed a strong focus on organization, communication, and delivering exceptional client experience. She earned a B.A. in Political Science from Duquesne University.
Her approach is organized, proactive, and focused on delivering a white-glove client experience. She anticipates needs, manages details, and ensures communication is clear and consistent.
She lives in Pittsburgh with her husband, Alex, and their daughters, Zoe and Zia. Outside of work, she enjoys time with her family, traveling, and getting outdoors whenever possible. She also follows fashion and is a Bravo Real Housewives fan.