About

Jaye Roundtree

Senior Operations Associate and Office Manager

Joined Bell: 2003

Hidden Talent: singer, songwriter, and poet

Inspiration: my loved ones and community service

Jaye embodies Bell’s genuine customer service attitude and care. Since joining Bell in 2003, Jaye’s goal has always been for every single call to be answered by a live person–not a recording–and that every person walking into our office is taken care of by a person, not a sign.

Many of the compliments we receive about our client service and care can be traced back to Jaye. She is a natural hostess and planner for frequent Bell events, including seminars, lunch & learns, wine and cheese receptions, staff meetings, client meetings, and parties. 

Jaye has over three decades of customer service experience and prior to joining Bell, Jaye honed her client service skills as a Funding Communications Coordinator and Financial Services Advisor at J.D. Power Clubs, Inc. She also served as a Credit Services Representative for Providian Financial Corporation and managed a team of 17 security officers as Lieutenant for Guardsmark and Worldwide Security Associates.

In addition to client service, Jaye’s also our facilities lead, office manager and the administrative team supervisor. She is a third-term commissioned notary public and a member of the National Notary Association. She is in charge of many Bell mailings, including our clients monthly portfolio statements. She maintains our client service management system (Junxure) and company website along with a broad range of other administrative and marketing tasks and projects. She also serves on Bell’s Junxure Committee, Marketing Team and OPS Team.

When Jaye is not at work, her top priority is spending quality time with her family and close friends. She also participates in many charitable activities, provides exam proctoring services and volunteers within her community. She is an avid reader of romance and suspense novels and loves taking advantage of online courses on a variety of subjects, including business writing, conflict resolution and effective communication.

Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More