Sarah Hayes
Sr. Client Service Associate at Truepoint Wealth Counsel
- Role
- Senior Client Service Associate at Truepoint Wealth Counsel
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Sarah Hayes
As a member of the Truepoint client service team, I focus on delivering concierge administrative services to fulfill our clients’ needs. My main role of processing daily operational needs includes establishing new accounts, executing transaction needs, and managing custodial relationships. I bring many years of client service experience in the financial industry to the team. I enjoy learning new things and am excited to be collaborating with a team of good people. Outside of work, I enjoy spending time with my husband, two children, and puppy, Harry. I\'m also a fan of any DIY project, including stained glass, house remodeling, painting, and sewing. On the weekends, you may catch me at a wedding or two as I\'m also a wedding photographer when time allows.
Experience
Senior Client Service Associate
Feb 2022 — Present
Skills
- Asset Allocation
- Retirement Planning
- Customer Satisfaction
- Finance
- Wealth Management
- Microsoft Applications
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