A more recent addition to the Lighthouse Private Wealth team, Kaylie was initially recruited to fill the role of Client Experience Associate before subsequently moving into the role of an Administrative Assistant providing support to our advisor team and coordinating with clients to ensure a smooth and enjoyable working experience. After three years supporting our team as an Administrative Assistant, Kaylie advanced into the role of our Client Relations Manager providing front line service to clients of the firm as our first point of contact. Kaylie’s strong background in client relations and service coupled with her positive and cheerful disposition made her a natural fit for her role. Kaylie proactively manages our client review scheduling and calendar coordination in addition to being the first point of contact for our team. Her strong experience in her previous role as an Administrative Assistant give her excellent insight into the processes that are used to look after our clients behind the scenes and further equips her to ensure that firm clients have a positive and enjoyable experience.