Samantha Suarez
Finance Professional | Passionate About Financial Literacy & Empowering Others | Series 7 & 63
- Role
- Client Specialist at UBS
- Location
- Hackensack, NJ, US
- LinkedIn followers
- 500 followers
About Samantha Suarez
Bilingual, FINRA-licensed professional with a strong foundation in investment services…
Experience
Client Specialist
Aug 2022 — Present · Weehawken, NJ, US
Serve as a licensed representative (SIE, Series 7 & 63) providing client support for company-sponsored investment accounts, ensuring compliance and accuracy in all interactions.Support international estate cases and operations.Lead training programs for new hires, delivering instruction on company-sponsored stock plans, account operations, and platform navigation.Develop instructional content and training documentation to improve knowledge retention across teams.
Education
Bergen Community College
Business Administration and Management, General
Hackensack High School
High School Diploma
Rutgers Business School
Bachelor of Business Administration - BBA
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