About Rachel
Rachel Jackson began her career at HoyleCohen as a Client Services Associate, creating and heading up the role of Senior Manager of Client Operations. Hoyle Cohen merged with Focus Partners in September of 2024 and Rachel is now serving as Senior Manager of Client Service at Focus. Rachel oversees the Client Services Department, including all CSAs and Client Operations Staff. She is responsible for ensuring a smooth stream of communications and processes between our Advisory Teams, Fund Managers, Custodians, and Client Services Teams. She is fundamental in creating and managing interdepartmental processes related to investment maintenance, document management, information maintenance, and our custodial relationships. Rachel is also responsible for integrating technology flow into client service processes to leverage our systems and build efficiencies.
Rachel has over 15 years of experience in the financial services industry including client service management, marketing, and administration. and holds a People Manager Qualification (PMQ) designation, and a Wealth Management Specialist (WMS™)
certification. She co-hosted the HC Culture Committee for 2 years and is passionate about fostering a culture of inclusion, collaboration and fun.
When she is not in the office, Rachel and her husband, Josh are busy raising their three daughters. Weekends consist of soccer, basketball, traveling and spending time with family.
Rachel Jackson began her career at HoyleCohen as a Client Services Associate, creating and heading up the role of Senior Manager of Client Operations. Hoyle Cohen merged with Focus Partners in September of 2024 and Rachel is now serving as Senior Manager of Client Service at Focus. Rachel oversees the Client Services Department, including all CSAs and Client Operations Staff. She is responsible for ensuring a smooth stream of communications and processes between our Advisory Teams, Fund Managers, Custodians, and Client Services Teams. She is fundamental in creating and managing interdepartmental processes related to investment maintenance, document management, information maintenance, and our custodial relationships. Rachel is also responsible for integrating technology flow into client service processes to leverage our systems and build efficiencies.
Rachel has over 15 years of experience in the financial services industry including client service management, marketing, and administration. and holds a People Manager Qualification (PMQ) designation, and a Wealth Management Specialist (WMS™) certification. She co-hosted the HC Culture Committee for 2 years and is passionate about fostering a culture of inclusion, collaboration and fun.
When she is not in the office, Rachel and her husband, Josh are busy raising their three daughters. Weekends consist of soccer, basketball, traveling and spending time with family.