Sue Hazen
Senior Client Service Associate, Retirement & Private Wealth @HUB International
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WORK HISTORY
Senior Client Service Associate, Retirement & Private Wealth @HUB International
McLean, VA, US
I am responsible for providing extensive support to a specialized team of Senior Advisors who deliver personalized retirement and wealth management solutions to high-net-worth individuals, families, and businesses. My duties include overseeing the seamless onboarding of clients, facilitating financial transactions, maintaining client accounts, generating comprehensive client reports, addressing client inquiries, and preparing materials for client meetings and reviews. As part of our larger Client Service Team, I am involved in managing various client service tasks, including maintaining, monitoring, and updating our Customer Relationship Management (CRM) software, as well as coordinating and preparing a diverse range of client communications, reports, and documents to ensure that all client requirements are met with precision and efficiency.
EDUCATION
Radford University
Bachelor of Arts (B.A.), Psychology
Frankfurt International School
High School Diploma
SKILLS
ABOUT SUE HAZEN
As a wealth management professional, I have developed and nurtured relationships with…
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