Julie Longenecker, Director of Client Operations
“Great customer service isn’t a one time event, it’s a habit.”
What do you like about working in the investment management business?
I enjoy the satisfaction of knowing my contribution to our company benefits our clients in reaching their financial goals.
What part of your job do you like best and why?
I enjoy the client service part of my position where keeping a close eye on making sure client accounts are updated, reconciled and then reaching out if there are any issues and to resolve them in an efficient manner. Also, serving clients needs and knowing my assistance to our clients is appreciated.
What personal attributes make you good at your job?
My attention to detail and my ability to solve client service issues serve me well!
What’s your favorite way to spend free time?
My daily morning walks, vacationing in Bend every chance I get, family camping trips, playing cards and board games, and spending time with family and friends.
What’s your biggest challenge on the job?
Always evolving/learning new approaches and technology to keep up with daily tasks and industry standards.
Being entrusted with learning and accomplishing all Client Relationship, Operational and back-office duties since working at Cascade for the past 15 years. Coming to work for Cascade Investment Advisors.
Education & Accreditations:
MHCC, various Microsoft Office classes, Charles Schwab seminars for updates on their technology and on industry standards.