Employee Spotlight: Jennifer Gray

Meet Jennifer Gray

What is your title at Badgley Phelps?
Client Service Associate

Among the Client Service team, your colleagues have shared that you are one of the most reliable team members. How do you continue to show up for Badgley clients and support your teammates in delivering excellent service?

Showing up every day and being ready for whatever comes up is so important. When clients or team members need something, I am there to support them wherever needed.

What is your favorite book and why?

Rich Dad, Poor Dad by Robert Kiyosaki. This is a great read for both kids and adults. The author, Robert Kiyosaki, brilliantly compares the financial mindset of his two dads, his biological father who was highly educated but struggled financially, and his best friend's father who was a self-made millionaire. This book covers everything from understanding assets and liabilities to the importance of financial education and taking calculated risks. What sets this book apart is its focus on mindset and attitude towards money. Kiyosaki encourages readers to challenge their preconceived notions about wealth and to adopt a more entrepreneurial approach to finances.

Client service requires a keen eye for detail and the ability to balance competing priorities. How do you stay organized and manage your workflow?

In the finance industry, client service requires not only precision and confidentiality, but also the ability to manage multiple priorities without missing a beat. To stay organized, I use a combination of structured planning and digital tools. For example, I rely on platforms like Salesforce to track client requests, deadlines, and compliance-related tasks.

Each morning, I review my calendar and task list, prioritize high-impact or time-sensitive items, and allocate time blocks to ensure deep focus. I also maintain clear documentation for every client interaction, which helps prevent miscommunication and ensures continuity.

Because the financial world can change rapidly, I stay flexible and adjust priorities as needed—while keeping clients informed so they feel supported and confident. My system helps me stay ahead of deadlines, minimize errors, and maintain strong, trust-based client relationships.

What advice would you give to someone interested in a career in client services?

Client service is about supporting, retaining, and growing client relationships. It’s not just about solving problems—it’s about understanding a client’s needs, delivering value, and making their experience seamless and positive.  Be open to wearing different hats to provide the best service possible.

Outside of work, how do you enjoy spending your time?

I love skiing, hiking, and traveling with my 12-year-old daughter—and watching her play soccer, softball, and golf. I’m also an avid reader and part of a book club with some great friends.

Can you share a pivotal moment when a client reached out to you and you went above and beyond to solve a problem or fulfill their request?

We had a long-time client take the light rail down to meet in our office, and there was some confusion on what train to take home. So, after the meeting. I rode with them the whole way back to their stop.

If you could have coffee with any historical figure or leader, who would it be and why?

Ruth Bader Ginsburg, she’d have incredible insight into current issues.

What keeps you motivated at work?

Our clients and our Badgley Phelps team keep me motivated at work. I know how important our role is and the impact we make every day. Also, a strong cup of coffee doesn’t hurt! 😊

Over your time at Badgley Phelps, how has your approach to assisting clients evolved? 

Over time, I’ve learned that truly effective client service isn’t just about solving problems—it’s about building trust. My approach has shifted from reactive support to proactive, relationship-driven service—with a focus on long-term client success.

Final Thoughts

Jennifer’s dedication to reliability, her proactive mindset, and her genuine care for clients and colleagues exemplifies the culture we value at Badgley Phelps. Her ability to balance precision with empathy makes her an essential part of our client service team.

We’re proud to spotlight Jennifer and the important role she plays in supporting our clients and strengthening our team.