The best part of my role here at Second Opinion Partners is the opportunity to assist clients in establishing new accounts and processing paperwork so that their experience is both easy and enjoyable.
I strive to learn all that I can to go above and beyond in my job to ensure that every client has a helpful and welcoming experience.
I love getting the chance to speak with a client over the phone, but more so I love meeting clients in person! This way, I can get to know each one on a personal level. Having clients come into the office also allows for them to meet our fantastic Team! I get the chance to work with such amazing and fun people, who make working at Second Opinion Partners such a pleasure!
Alyssa is a Client Concierge at Second Opinion Partners. She organizes, submits and follows up with client-facing communications and internal Partner Teams regarding paperwork requirements to open and fund new accounts.
Alyssa also assists in servicing and updating client accounts to ensure they have the Ultimate Client Experience.
Alyssa attended Benedictine University where she graduated with a degree in Mathematics.