While we typically use our “Meet the Team” series to introduce new Warren Street team members, we wanted to take a moment to recognize our all-star Client Service Associate, Aileen Joy. For more than four years, Aileen has worked tirelessly with clients, as well as behind the scenes. She is truly the glue that holds us together!
Prior to Warren Street, Aileen worked as an Administrative Assistant at Ayco, a Goldman Sachs Company, for four years. In this role, she sharpened her skills in providing excellent customer service. She honed in her attention to detail and enjoyed building relationships with her colleagues and the clients she served.
Today, Aileen brings her years of experience in client services, problem-solving abilities, and warm smile to the Warren Street Wealth team. We’re lucky to have her!
Please enjoy this interview to give you a deeper understanding of who Aileen is.
In your role as Client Service Associate, how do you assist Warren Street’s clients?
I’m responsible for managing day-to-day tasks assigned to me by the team. These tasks range from preparing new account paperwork for new or existing clients, handling cashiering requests for clients, and connecting the advisors with clients, or vice versa, at any given time. I field incoming communication for the office and happily assist our clients in getting the answer they need or on the line with someone who can help. I also plan and run special events for the team and our clients, and I LOVE doing it.
How does Warren Street align with your personal values?
Warren Street Wealth Advisors is a team that is dedicated to service. I am most happy when I can give a helping hand- assisting with onboarding and paperwork, sending notes of appreciation to clients and team members, or even just by being there to answer the phone when someone calls — I’m always happy to help.
Family has always been so important to me. I value the personal relationships that I have, which are built on trust and communication. These values are important to me and are very apparent day-to-day at Warren Street Wealth Advisors. Warren Street Wealth Advisors excels at providing amazing service to clients because we take the time to get to know our clients. We want to get to know you and help you, just like family!
What do you love most about working at Warren Street?
I have been so lucky to be a part of the amazing team here at Warren Street Wealth Advisors for almost four years now, and I can’t seem to say it enough: this team, by far, is the most brilliant bunch of individuals that I have ever been a part of. I thank my lucky stars each day that I was introduced to the Warren Street Family. We all share the goal to strive to provide the best service to our clients at all times and inspire each other to do so.
What is your biggest accomplishment thus far?
I worked at a Summer Camp that served people with Special Needs. I spent a week with a camper who was the absolute sweetest! She had the sweetest smile and happened to be non-verbal. She was able to respond to yes and no questions and comments with slight head nods, blinks, and smiles. We spent every meal together for over a week. I was nervous at first but was able to figure out a way to communicate with her. I got to know her and even made her laugh!
At the end of the week, I spoke with her family and filled them in on details of what happened at camp: our water fight, campout under the stars, and our camp dance. It was a heartwarming experience to get to know someone in that way; she still holds a very special place in my heart.
Who or what motivates you?
My parents. They came to the US from the Philippines in 1974 (my mom) and 1981 (my dad). My mom saw an ad in a magazine when she was in high school and wanted to learn more about living abroad. She decided that day she would do everything she could to move to the US, and she came over to work as a Registered Nurse. Everything that they’ve accomplished together: replanting their roots in Sunny California, having a family, and successful careers is a great reminder to pursue my dreams and know that they are attainable with laser focus, hard work, and determination.
What are three fun facts about you?
1) Landed a Cessna 152 as a student pilot at two different airports in Southern California.
2) Favorite food: Japanese Cuisine.
3) Last concert attended: Cold War Kids in Feb 2020.
We are so lucky to have Aileen on our team. Please join us in thanking her for her continued service — and congratulating her on four years with the firm!
Director of Operations & Chief Compliance Officer, Warren Street Wealth Advisors
Investment Advisor Representative, Warren Street Wealth Advisors, LLC., a Registered Investment Advisor
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