- Client Relationship Specialist
Alissa has spent her career dedicated to providing exceptional customer service. Armed with strong analytical, written, and verbal communication, and problem-solving skills, Alissa’s attention to detail and proactive nature have enabled her to efficiently accomplish tasks. She joined Sendero® in 2023 with over four years of experience in the financial services industry. Alissa also holds a Texas insurance broker license.
As a Client Services Associate, Alissa supports new client onboarding, opening new accounts, daily asset movement, quality checks, and assists with a variety of tasks and team projects. Thanks to her valuable customer support experience and knowledge of both insurance and the financial services industry, she is well-equipped to serve Sendero’s clients.
Experience & History
- Client Service Associate, Sendero®
- Associate Financial Representative, Northwestern Mutual
- Wedding Coordinator, Graceful Moments
- Travel Agent/Sales Representative, Global Concepts
- Banquet Coordinator, Pappadeaux Seafood Kitchen
- Texas Insurance Broker License: General Lines - Life, Accident and Health
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