Sonja Horan
Farmingdale,ME
Summary
Motivated and team-oriented professional with 5 years of client-facing experience in the financial industry. Adept at delivery superior client service, driven by a strong worth ethic and dedication to putting clients first.
Overview
7
7
years of professional experience
Work History
Client Care Specialist
Gosline Retirement Planning
10.2023 - Current
- Support a total of 4 advisors in an operational capacity, servicing 900+ client accounts.
- Process all new client onboarding paperwork and track all asset transfers to competition.
- Collaborate with advisors to ensure all client annual review meeting preparation is complete.
- Execute all client cashiering requests including distributions & contributions & inbound rollovers.
- Work closely with advisors to research and provide solutions to complex operational needs for clients.
Technology Teacher
RSU 38 School District
08.2022 - 10.2023
- Developed and implemented curriculum to teach up-to-date technology to 200+ students, grades K-5.
- Offered both in-person and remote technical assistance to students and faculty across the district.
Client Relationship Specialist
Charles Schwab Independent Branch
08.2018 - 08.2022
- Collaborated closely with the branch manager to ensure efficiency of daily branch operations.
- Forged and nurtured impactful relationships with clients to cultivate trust & loyalty.
- Regularly facilitated account setup and maintenance for clients.
Education
Bachelor of Science - Cognitive Science
University of Delaware
05.2001 - 2018
Skills
- Securities Industries Exchange (SIE) [July, 2019]
- Proficiency in Microsoft Suite, Google Suite, Redtail & Client Central
Timeline
Client Care Specialist
Gosline Retirement Planning
10.2023 - Current
Technology Teacher
RSU 38 School District
08.2022 - 10.2023
Client Relationship Specialist
Charles Schwab Independent Branch
08.2018 - 08.2022
Bachelor of Science - Cognitive Science
University of Delaware
05.2001 - 2018
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