Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sarah Medeiros

Wealth Management
Palm Beach Gardens,FL

Summary

Collaborative Finance professional with [Number] years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.

Overview

8
8
years of professional experience
1
1
Certification
2
2
Languages

Work History

Senior Client Service Associate

One Plus One Wealth Management
8 2022 - Current
  • Develop and maintain strong client relationships by guiding new clients through the on-boarding process, delivering exceptional service, and addressing inquiries promptly
  • Facilitate various transactions on behalf of our clients including, but not limited to, initiating money movement, establishing new accounts, transferring accounts, and facilitating subscription paperwork
  • Serve as the primary point of contact for our clients' operational and administrative needs
  • Prepare various deliverables, including client invoices, quarterly reports, and financial plans
  • Assist in carrying out compliance and regulatory responsibilities for the firm
  • Ensure accurate record-keeping and documentation of all client interactions using our customer relationship management CRM tool
  • Assist clients with year-end activities (e.g
  • Stock gifts, tax preparation, RMDs)
  • Collaborate with the firm's third-party custodian service team, alternative investment teams and various other partners to carry out client service duties
  • Assist with ad hoc projects and help to develop, maintain and improve firm processes, workflows and overall operations
  • Communicate with clients' insurance, tax and legal professionals
  • Support overall strategy for the firm, including business development and marketing efforts.

Financial Assistant (Remote)

Commonwealth Financial Network
06.2020 - 07.2022
  • Worked with client records and created reports, proposals while analyzing data for recommended funding of various projects
  • Ensuring accuracy, completeness and complying with company standards
  • Document preparation requests, prepared excel spreadsheets and reports based on client data
  • Executed financial statements, budgets, forecasts and assisted with preparation of financial reports, maintained inventory records
  • Opened new accounts and submitted requests for account maintenance and other actions
  • Managed CRM functions, including, but not exclusive to, updating and reviewing client data, inputting notes, requests, and other details to client records, scheduled actions via the CRM Outlook interface and creating/applying workflows
  • Submit, monitor, and follow up on money movement actions via the Integrated Cashiering Platform
  • Responded to administrative and clerical inquiries regarding client accounts, including providing general information about clients’ account balances, positions, and other general market information
  • Assisted with interview processes and hiring of new employees
  • Collaborated with colleagues to create on boarding learning materials and resources for new team members.

Financial Coordinator

Forward Financing
06.2016 - 03.2020
  • Analyzed financial data for two account managers, monitored all transactions, and prepared appropriate reports
  • Monitored financial transactions and recommended ways to increase effectiveness
  • Developed and maintained a database of records to ensure smooth transaction for all financial processes
  • Performed client identity confirmation appropriately and assisted with forms to provide aid when required
  • Created payment plans for customers and made sure they stuck to their plans.

Education

BS Culinary Arts, Food and Beverage Service Management - Wellness and Sustainability

Johnson & Wales University
Providence, RI

Skills

Decision-Making

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Certification

Series 65, currently studying, 05/15/24

Timeline

Financial Assistant (Remote)

Commonwealth Financial Network
06.2020 - 07.2022

Financial Coordinator

Forward Financing
06.2016 - 03.2020

Senior Client Service Associate

One Plus One Wealth Management
8 2022 - Current

BS Culinary Arts, Food and Beverage Service Management - Wellness and Sustainability

Johnson & Wales University

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Sarah MedeirosWealth Management