Barbara Sais Email
Sr. Client Service Manager @ Advyzon Investment Management, LLC. (AIM)
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Barbara Sais Location
- Peoria, AZ, US
Barbara Sais Work
- Sr. Client Service Manager @ (September 2024 - Present)
- Senior Field Implementation Manager @ (March 2019 - January 2024)
- Field Implementation Manager @ (November 2018 - March 2019)
- Advisor Services Team Lead @ (August 2014 - November 2018)
- Advisor Services Senior Service Professional @ (June 2008 - August 2014)
- Management Trainee @ (November 2005 - June 2008)
- Teller @ (June 2004 - November 2005)
- Operations Specialist @ (January 1999 - June 2004)
- Charles Schwab School-to-Careers Intern @ (June 1997 - January 1999)
Barbara Sais Education
- Arizona State University
Bachelor of Science (Global Business with an emphasis in Finance)
Barbara Sais Skills
- Administrative Assistance
- Anti-Money Laundering
- Cash Handling
- Cashiering
- Change Management
- Client Communication
- Client Relations
- Coaching
- Coaching & Mentoring
- Communication
- Compliance Reporting
- Cross-functional Collaborations
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Data Entry
- Document Management
- Due Diligence
- Employee Training
- Interpersonal Skills
- Job Aids
- Leadership
- Loan Servicing
- Loans
- Manage client expectations
- Mentoring New Hires
- Microsoft PowerPoint
- Opening New Accounts
- Operations Management
- Personal Development
- Phone Screening
- Presentations
- Professional Phone Skills
- Project Delivery
- Project Management
- Project Plans
- Public Speaking
- Quality Auditing
- Questionnaire Design
- Resource Management
- Series 7
- Service Level Management
- Skilled Multi-tasker
- Software Implementation
- Stakeholder Engagement
- Strategic Partnerships
- Team Leadership
- Time Management
- Verbal De-escalation
- Workday
Barbara Sais Summary
- Barbara Sais, based in Peoria, AZ, US, is currently a Sr. Client Service Manager at Advyzon Investment Management, LLC. (AIM). Barbara Sais brings experience from previous roles at Charles Schwab. Barbara Sais holds a Bachelor of Science in Global Business with an emphasis in Finance @ Arizona State University. With a robust skill set that includes Administrative Assistance, Anti-Money Laundering, Cash Handling, Cashiering, Change Management and more. Barbara Sais has 1 emails on RocketReach.
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