Summary
Overview
Work History
Education
Skills
Timeline
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Cameron Sharif

Los Angeles

Summary

Detailed-oriented Client Service Associate in wealth management. Skilled in client support and account administration, with a strong understanding of investment products and process improvement to enhance client experience.

Overview

4
4
years of professional experience

Work History

Client Services

Sunset West Advisors
05.2021 - Current


  • Primary point of contact for clients, handling day-to-day account maintenance requests, providing information on investments, resolving inquiries, and ensuring a smooth client experience by coordinating with internal teams.
  • Assisting with the initial setup of new accounts, including gathering necessary documentation and verifying information.
  • Preparing and distributing client reports, account statements, and necessary paperwork.
  • Strong customer service skills and ability to build rapport with clients

Education

Associate of Arts - Business Administration And Management

Los Angeles Pierce College
Woodland Hills, CA
06-2025

High School Diploma -

Calabasas High School
Calabasas
06-2020

Skills

  • Client communications
  • Client onboarding
  • Building and maintaining positive relationships with clients, understanding their needs, and proactively addressing concerns
  • Familiarity with CRM software, online platforms, and other relevant financial technology tools
  • Microsoft powerpoint, excel, and Word

Timeline

Client Services

Sunset West Advisors
05.2021 - Current

Associate of Arts - Business Administration And Management

Los Angeles Pierce College

High School Diploma -

Calabasas High School

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