Sara Lopez
Modesto,CA
Summary
Dynamic Office Management and Client Relationship Manager with over 6 years of experience, serving as a vital link between firms and clients. Proven expertise in cultivating, nurturing, and expanding long-term client relationships, ensuring satisfaction and loyalty. With a robust background in Sales and Retail Banking spanning more than 15 years, I possess a deep understanding of strategies necessary to build trust and confidence in the firm’s services. Committed to driving client success and enhancing overall business performance through exceptional relationship management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Paragon Private Wealth Management
09.2023 - Current
- Client Relationship Ownership – Primary point of contact for clients. Working directly with the Advisor, we regularly work to understand client goals, risk tolerance and long-term strategies.
- Scheduling Advisory Meetings with clients – As their RM, I routinely reach out to clients to set up review meetings with their Advisor.
- Office Management – Managing daily office needs and regularly meeting with Advisors to ensure their needs are met as well as our clients.
Relationship Manager
Goldman Sachs Personal Financial Management
06.2021 - 09.2023
- We held weekly presentation meetings to discuss with Advisors how to manage our clients’ portfolios, as well as prepare investment performance reports, project management details, etc.
- As a Relationship Manager, we would regularly coordinate with internal teams: Portfolio Managers, Custodians, analysts, etc.
- In doing so, we are ensuring that accounts are opened correctly, as well as invested properly based on client’s investment objectives and risk tolerance settings.
Education
High School Diploma -
Turlock High School
Turlock, CA06-2002
Skills
- Strong interpersonal & communication skills
- MS Office Suite
- WPM: 80
- Ability to work collaboratively as part of a team
- Portfolio management
- Meticulous attention to detail
- Excellent Organizational skills
- Poised under pressure
- Customer engagement
- Strategic planning
- Client rapport
Certification
- NMLS Certified
- Notary Public for Stanislaus County
Timeline
Senior Relationship Manager
Paragon Private Wealth Management
09.2023 - Current
Relationship Manager
Goldman Sachs Personal Financial Management
06.2021 - 09.2023
High School Diploma -
Turlock High School