Sonja Sutton
Houston,TX
Summary
Versatile, high energy client relationship professional with ten plus years of experience in premier global wealth management firms. Eager to contribute portable organizational, teamwork, relationship management and business development skills in challenging service sector position. Entrepreneurial thinker, quick study and resourceful problem solver, comfortable and extremely effective building and sustaining productive work partnerships and customer loyalty. Superior communication skills, with the ability to work cross-functionally at all levels, independently and collaboratively, adapting to diverse and changing business needs.
Overview
31
31
years of professional experience
Work History
Parenting and Homeschooling
Self
Houston, TX
01.2018 - Current
- Adapted teaching methods and instructional materials to meet students' varying needs and interests.
- Researched and chose appropriate curriculum to meet children's abilities and grade levels.
- Graded homework, quizzes, classwork and exams to report on progress of student achievements.
- Organized hands-on instructional activities to supplement textbook instruction to engage and motivate students.
Registered Client Associate
Wells Fargo Advisors, LLC
Ruidoso, NM
03.2014 - 07.2018
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Office Manager
Michelle's Ruidoso Inc.
Ruidoso, NM
06.2013 - 07.2018
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Compared vendor prices and negotiated for optimal savings.
Service Manager
Wells Fargo & Company
Ruidoso, NM
07.2012 - 04.2014
- Met with customers to discuss service needs and offer available solutions.
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
Senior Registered Client Service Associate
Wells Fargo Advisors
Houston, TX
03.2009 - 07.2011
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
- Resolved concerns with products or services to help with retention and drive sales.
Senior Registered Client Associate
Stanford Financial Group
Houston, TX
11.2008 - 02.2009
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Registered Client Service Associate
Merrill Lynch
Houston, TX
12.1999 - 11.2008
- Handled minor account issues quickly and escalated major problems to [Job Title] immediately for assistance and resolution.
- Provided each client with exceptional level of service by responding quickly to issues and answering questions.
- Completed financial goal analysis for clients to illustrate historical portfolio performance.
- Built long lasting relationships with clients by listening, offering insight and being valuable resource.
- Coordinated client meetings to offer expert, individualized service, driving sales and boosting brand loyalty.
Store Manager
Elizabeth's Inc
Stillwater, OK
01.1996 - 12.1999
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Education
Bachelor of Science - Design Housing And Merchandising
Oklahoma State University
Stillwater, OK05.1993
Timeline
Parenting and Homeschooling
Self
01.2018 - Current
Registered Client Associate
Wells Fargo Advisors, LLC
03.2014 - 07.2018
Office Manager
Michelle's Ruidoso Inc.
06.2013 - 07.2018
Service Manager
Wells Fargo & Company
07.2012 - 04.2014
Senior Registered Client Service Associate
Wells Fargo Advisors
03.2009 - 07.2011
Senior Registered Client Associate
Stanford Financial Group
11.2008 - 02.2009
Registered Client Service Associate
Merrill Lynch
12.1999 - 11.2008
Store Manager
Elizabeth's Inc
01.1996 - 12.1999
Bachelor of Science - Design Housing And Merchandising
Oklahoma State University
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