Sophie S.

About Sophie S.

Sophie is a graduate of Miami University, where she earned a B.A. in Studio Art with a minor in Arts Management. She brings a creative, detail-oriented approach to her work, leveraging her artistic background to manage tasks with precision and offer a fresh perspective on problem-solving. Prior to joining Factor Wealth, Sophie gained experience in administrative roles across a range of industries. This diverse background has equipped her with a versatile skill set and the ability to thrive in fast-paced environments while contributing meaningfully to team success. A quick learner with a strong appreciation for art and creativity, Sophie enjoys working alongside other creatives. Originally from Cincinnati, she was drawn to Chicago’s energy and dynamic pace, which she is proud to now call home.

Experience

1. Client Services Associate

   Factor Wealth Management, Ltd

   Oct 2025 — Present · Chicago, IL, US

   Serve as a primary point of contact for clients, providing personalized support- Manage day-to-day client account operations including onboarding, documentation, and account maintenance- Coordinate with financial advisors to deliver timely and accurate information to clients- Prepare reports, meeting materials, and correspondence to support client reviews and financial planning discussions- Maintain compliance with firm policies and regulatory requirements while ensuring a high standard of client confidentiality- Contribute to process improvements that enhance efficiency and strengthen client relationships.

Education

• Miami University

  Bachelor’s Degree, Print Making and Photography

  2015 — 2019