Client Servicing Representative
Jill Metz serves as a Client Servicing Representative for Carlson Capital Management. Jill is the welcoming colleague you will see when you visit our Northfield office and one of the voices you may hear when you call into the firm. She is responsible for office management, hospitality, scheduling meetings and preparing materials for client presentations. Jill is also a primary contact for account openings, fund transfers and other client account servicing needs. In addition, she works with the Northfield advisory team and specialists by handling key administrative functions.
Jill is a graduate of Saint Mary’s University in Winona, Minnesota where she majored in Public Relations. Following college she worked in the television industry and as an account manager in marketing before beginning a career in the event industry. Jill joined CCM with more than ten years of experience working with clients as a catering manager. Jill is actively engaged in the community and has chaired the Laura Baker Services Gala for seven years. In her free time, Jill enjoys spending time with friends and family, watching sports, being outdoors, and trying out new restaurants. Jill (Topp) grew up in Northfield and is happy to be raising her two children there with her husband, Justin.
In my previous work as a catering manager I had the opportunity to work with Carlson Capital Management on several of their events—both for clients and for their own colleagues. I will always remember the first colleague event I catered. Before they sat down for dinner, all of the colleagues (significant others included) stood in a circle holding hands and were thanked for their contributions to the firm by Greg, Jeff and Justin. As I stood and observed this first-hand, I turned to my then colleague and told her I was going to be a part of that someday. The way they spoke to their team, the pride they carried, and the appreciation they expressed was nothing I had ever been part of in my career—and my soul desired it. They truly cared for each individual standing in that room.
This same care goes into the work CCM does for its clients each day. Since joining the team, I continue to be impressed with the commitment, care and respect I observe and experience from each CCM colleague. I feel so fortunate to have found a home here—surrounded by people who challenge me in my work to give my best self in everything I do.