AREAS OF FOCUS
As a Client Care Specialist, Sarah provides daily comprehensive administrative support for RCA financial advisors for existing and potential clients. She delivers operational duties including account maintenance, risk management, marketing and client relations. She also assists in account openings, report generation and a wide range of other client service duties.
Background and experience
Sarah’s professional background includes a client support role with an advisory firm in Dallas, TX as well as prior roles in contracts, account management, and client support in the healthcare industry. She earned a BA in Communication Studies from Mount St. Joseph University in 2011.
Getting to know her
Sarah is a native of Greenville, Ohio and spent 15 years in Dallas, Texas before returning the the Cincinnati area. She lives in Blue Ash, and loves being closer to family and friends. Outside of the office, Sarah enjoys staying active by running or taking fitness classes, reading, traveling, volunteering and spoiling her niece.