Marci Joachims

Senior Client Relationship Associate

San Francisco, California

Marci Joachims is dedicated to enhancing our team's world-class service, focusing on building strong client relationships and providing meticulous support in document handling and administration. She values the supportive, collaborative environment that fosters these relationships.
With over 15 years of experience in client service, Marci has a solid background in 401(k) record-keeping and contributes to her expertise in managing complex client needs efficiently.
Marci has pursued higher education at the College of San Mateo and the University of San Francisco, enriching her understanding of client services and administration.
Born and raised in the Pacific Northwest, Marci loves reading and spending quality time with her husband and dog. Outside of work, she enjoys cuddling with her dog while reading or going on adventures with her family.