Berkshire Money Management Welcomes New Client Success Coordinator
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DALTON, Mass. — Berkshire Money Management has welcomed Jamie Smith to the fast-growing Dalton team.
Smith is the firm's seventh hire in the last two years and is the new client success coordinator. She is first point of contact — i.e., the friendly face at the helm — for all visitors and callers to BMM. She will also be responsible for all accounting operations, client onboarding, scheduling, and all other client service needs.
"Jamie, a registered paraplanner with a strong accounting background, is a great fit for our firm," said BMM founder and CEO Allen Harris. "We work so closely with clients helping them to plan for and achieve their unique goals. Not only does Jamie understand people and their concerns and needs, but she also has the clinical experience to help clients realize their intended outcomes."
Prior to joining Berkshire Money Management, Smith was an executive assistant at Atlas Private Wealth Management in North Adams for nearly six years. She earned her bachelor of arts degree from the Massachusetts College of Liberal Arts with a concentration in accounting and a minor in mathematics. She also attended the College of Financial Planning and earned her designation as a Financial Paraplanner Qualified Professional.
As a result of growing up in a military family, she was able to live in numerous states, graduating from high school in Ohio. She returned to the Berkshires — where her family is originally from — to attend college. She now lives in Adams, Mass., with her husband, daughter and one cat.
