Jen Barker

Client Service Specialist

As a BCWM Client Service Specialist, Jen Barker establishes and maintains client and custodian account documentation. Her responsibilities include a wide range of tasks, including asset transfers, coordinating clients’ wealth management reviews, and assisting clients with charitable donations. She works closely with the firm’s Wealth Advisors to support and complete clients’ requests.

Jen previously worked at Boston Financial Data Services, a mutual fund transfer agency, in the Investor Services and Client Relations departments. She earned an M.B.A. with an emphasis in Marketing and Management from Rockhurst University, and a B.S. in Business Administration with an emphasis in Finance and Banking from the University of Missouri-Columbia.

Jen is an active member of the Junior League of Kansas City, Missouri and has served on the Board for the Kappa Kappa Gamma Holiday Homes Tour.