Erin BerlinClient Administration

    Cert III Bus Admin

    Erin has worked in Client Service Management in the financial services industry since 2000 and as such, understands the individual needs of JSA’s clients. She has been a valued part of JSA’s Client Administration team since 2012 where she enjoys problem solving for her clients and developing trusting relationships with them.

    Her role is to assist Advisers with the processing and maintenance of client files, setting client appointments, preparing, client reviews, updating investment portfolio valuations, updating the client database, lodging new investment/ insurance applications and ensuring that clients receive the best possible service from JSA.

    Erin enjoys spending time with her family and supporting the Newcastle Jets football team as well as her husband’s NBN State League team each weekend. She has been involved with community work for the Jets for many years.