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 the spring of 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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A Mountain-Shaped Month for Stocks
November 4, 2020

A Mountain-Shaped Month for Stocks After a 5.7% rise in the U.S. stock market during the first …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More