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Sarah Nelson - Trainee Client Services Specialist




Quote
“Don’t count the days, make the days count”.

Aim
To provide a first-class administrative service to both our clients and advisers.

My Role
A varied role including all elements of the administration of the business, from conducting the financial transactions to the preparation of client reports and analytical documents for the advisers.

Credentials/background
As one of the younger members of the team I started working at RDB in September of 2021 after a change of career to fit in more with my home life, I had previously worked in customer service at a local business since I was 15.

Archetype
According to a recent archetype assessment I am:
55% Care giver
32% Intellectual
13% Creative

What do I like best about RDB
Working with a friendly group of people who are always there to help me if I have any questions or help me in general.

Hobbies & Interests
I am a farmer’s daughter and enjoy spending my days off on the farm with my flocks.
I also enjoy spending time with my friends and family.