Sophea Vasquez-Solis
Support Advisor at Soundview Advisors
Based in Seattle, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Seattle
Industry
Financial Services
Company size
12
Contact information
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s•••••••@soundviewadvisors.com
Phone
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Background
About Sophea Vasquez-Solis
I have over 20 years of expertise in the Financial Services industry. In my current role as a Support Advisor, I work closely with the Lead Advisors to help clients meet their financial goals. I handle all client administrative aspects of the client service relationship and acts as an advocate for the client by proactively identify needs and addressing them promptly and professionally. I am passionate about providing our clients with above and beyond service as well as building a positive and personalized relationships. I am proud to be part of a team that provides sound financial advice to challenging markets and maintaining and exceeding their investment returns. Prior work experience includes: staff management and branch operation, recruitment, team building, employee development and training, regulatory compliance, and payroll processing. Fluent in the following software programs: Microsoft Office 10: Outlook Excel Word Publisher Adobe Pro Suite CRM - Client Relationship Management System Orion
Decision-makers
Other people at Soundview Advisors
- KRC-Team
Kevin Rigg
Co-owner Lead Advisor · General Business & Management
- LGStaff
Lisa Graber
Business Operations · Operations
- NHStaff
Nichole Harrison
Financial Advisor · Finance & Accounting
- KHManager
Kamryn Hafer
Client Services Manager · Customer/Client Service
- JGStaff
Julie Gibson
Executive Assistant · General Business & Management
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