Tiffany Sum
Los Angeles,CA
Summary
Results-driven professional with over six years of experience in financial services, enhancing client relationships and improving operational efficiency. Skilled in calendar management, event planning, and digital marketing, utilizing Microsoft Excel and Office 365 to optimize processes and elevate client satisfaction. Committed to fostering collaboration and delivering innovative solutions.
Overview
2
2
Languages
1
1
Certification
11
11
years of professional experience
Work History
Client Service Associate
Manhattan West Asset Management
05.2025 - Current
- Managed client inquiries, ensuring timely and accurate responses.
- Collaborated across the Alternative Investments and Private Equity teams to coordinate deal-related activities and ensure all deadlines and deliverables were met.
- Coordinated onboarding processes for new clients, streamlining documentation and communication.
Client Service Associate
Silversage Advisors
03.2022 - 05.2025
- Streamline executive calendar management and client meeting coordination while preparing comprehensive financial reports and maintaining operational efficiency.
- Organize and participate in client meetings, enhancing relationship quality.
- Prepare detailed financial reports, supporting advisors' operational efficiency.
- Drive client satisfaction through proactive relationship management, executing successful quarterly events and annual gifting initiatives.
- Facilitate seamless advisor-client interactions by managing documentation, coordinating meetings, and ensuring timely follow-up on client requests
Client Service Associate
JSF Financial
05.2021 - 03.2022
- Responsible for client facing and operational functions at the firm.
- Handling day to day management of client accounts, following up on action items and meeting project deadlines.
- Open a variety of brokerage accounts, generate financial reports, and assist with administrative tasks.
- Worked closely with the compliance department, writing disclosures/forms, and being a reliable support to operations.
Website Builder/Social Media Marketing/Owner
Kakeonkake
03.2016 - 12.2021
- Website building & maintenance
- Sales, Marketing, and pastry making
- Instagram, Facebook, Twitter, Pinterest, Snapchat
- Led comprehensive digital presence through website development and multi-platform social media strategy, while managing bakery operations and customer relationships
Administrative Assistant/Marketing Manager
Hercules Investments
05.2020 - 05.2021
- Generated and maintained leads by hosting webinars, releasing email marketing campaigns, and coordinating client events.
Sales and Marketing Physician Liaison
Healthcom Pharmacy
06.2015 - 11.2016
- Build and maintain robust relationships with doctors, nurses, and staff
- Promote specialty care services
- Sales and event planning was a consistent part of my role primarily collaborating with medical offices, assisted living homes, nursing homes, and hospitals
Education
Master of Business Administration - Finance & Marketing
Loyola Marymount University
12-2026
Bachelor of Arts - Major in Business Entrepreneurship/International Business
Loyola Marymount University
01-2020
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Alhambra High School
01-2014
Skills
- Microsoft Excel
- Outlook
- Office 365
- Client Retention
- Client Engagement
- Social Media Marketing
- Team Leadership
- PowerPoint
- Google Documents
- Client Service
- Marketing
- Calendar Management
- Digital Communication
- Project Management
Certification
SEP 2024, SIE at FINRA
Languages
English (Native)
Chinese-Cantonese (Native)
Timeline
Client Service Associate
Manhattan West Asset Management
05.2025 - Current
Client Service Associate
Silversage Advisors
03.2022 - 05.2025
Client Service Associate
JSF Financial
05.2021 - 03.2022
Administrative Assistant/Marketing Manager
Hercules Investments
05.2020 - 05.2021
Website Builder/Social Media Marketing/Owner
Kakeonkake
03.2016 - 12.2021
Sales and Marketing Physician Liaison
Healthcom Pharmacy
06.2015 - 11.2016
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Alhambra High School
Bachelor of Arts - Major in Business Entrepreneurship/International Business
Loyola Marymount University
Master of Business Administration - Finance & Marketing
Loyola Marymount University