Sarah LoSasso
Phoenix
Summary
Client Associate provides dedicated operational and sales assistance to support office initiatives. Offers 6 years of professional and internship experience with demonstrated client service and technical skills. Well-versed in investment and banking products, policies and procedures.
Overview
7
7
years of professional experience
Work History
Senior Client Service Manager
MassMutual Financial Group
Scottsdale, AZ
01.2024 - Current
- Enhanced client satisfaction by effectively managing service delivery and promptly addressing concerns.
- Streamlined processes for improved client communication resulting in stronger relationships and increased retention rates.
- Developed customized solutions to meet unique client needs, ensuring a high level of satisfaction and loyalty.
- Led cross-functional teams to deliver exceptional service, maximizing efficiency and productivity.
Senior Client Relationship Manager
Ameriprise Financial
Scottsdale, AZ
05.2023 - 01.2024
- Strengthened client relationships by providing personalized service and understanding individual needs.
- Increased client retention rates through proactive communication and tailored solutions.
- Managed a diverse portfolio of clients, ensuring timely responses to inquiries and concerns.
- Developed and executed strategies for cross-selling products and services to existing clients, resulting in increased revenue.
Senior Client Service Associate
Raymond James & Assoc
8501 N Scottsdale Rd. Suite 250
02.2017 - 05.2023
- Developed strategies to improve processes and reduce costs.
- Input transfer data into system and manually updated accounting and certificate records.
- Analyzed customer portfolios to recommend adjustments and new investments.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Helps clients establish 401(K) Plan Rollovers by rolling over assets into the appropriate IRA accounts. Assists clients in understanding the benefits of a rollover as a non-taxable event that gives them access to a wide range of investments and consolidate savings into a single location.
- Proficient in goal planning and monitoring to help clients with legacy planning including estate planning, charitable giving, college planning for minors with UTMA accounts, 529 college savings plans and specialized trust vehicles.
- Has worked with numerous wholesalers to tailor advisor prospecting events from beginning to end. Have planned successful client events of 10-200 clients including Broadway theater events and MLB games.
- Proficient in excel and use daily creating reports for clients, trade sheets, cash balance reporting and trade confirmation for our Reinsurance clients.
Educator and Visual Merchandiser
Lululemon Athletica
Phoenix, AZ
11.2018 - 02.2019
- Promoted seasonal products and trends to move stock and prepare for incoming inventory.
- Developed innovative approaches to store layout to optimize customer flow and optimize sales potential.
- Presented store update suggestions and layouts to management and stakeholders.
- Organized store merchandise racks by size, style, and color.
- Established and maintained relationships with vendors for prompt delivery of materials for visual displays.
- Scheduled regular maintenance and repair of displays for longevity.
- Analyzed customer feedback and shopper trends to inform display designs.
Education
Bachelor Of Journalism & Dance Education - Journalism
Arizona State University
Tempe, AZ12.2011
Exeter High School
Exeter, NH08.2007
Skills
- Investment Strategy
- Product Knowledge
- Planning for Retirement
- Client Databases
Timeline
Senior Client Service Manager
MassMutual Financial Group
01.2024 - Current
Senior Client Relationship Manager
Ameriprise Financial
05.2023 - 01.2024
Educator and Visual Merchandiser
Lululemon Athletica
11.2018 - 02.2019
Senior Client Service Associate
Raymond James & Assoc
02.2017 - 05.2023
Bachelor Of Journalism & Dance Education - Journalism
Arizona State University
Exeter High School