Kameron Javier
Kameron Javier joins Rebalance as a Client Service Manager, overseeing client relationships and providing service to both wealth and BetterK clients.
Kameron lives in Granite Bay, California and brings over 5 years of experience in the field of client services. She specializes in the onboarding process for clients and providing consultative support to clients and advisors. She also has expertise in handling custodian paperwork, monitoring client accounts, maintaining accurate record-keeping, and meeting RIA firm standards. Her background is in the custodial platforms of Charles Schwab and Fidelity, and she is proficient in the e-Money Customer Relationship Management system.
In addition to her client services experience, Kameron also worked as a marketing specialist for several years, assisting with monthly webinars, making recommendations to improve company websites, webinars, and marketing materials, and organizing quarterly company-wide events.
Kameron graduated from California State University, Sacramento, with a B.A. in Business Administration and an emphasis in marketing.
In her free time, Kameron spends time with her shih tzu/poodle mix Elway, and is on a journey of learning how to bake delicious treats for friends and family.