Noemi Lopez Email & Phone Number

Cleveland/Akron, Ohio Area

Fairport WealthWith roots dating back to 1963, Fairport Wealth is a team of advisors that INSPIRES FAMILIES by providing comprehensive wealth management solutions.

Cleveland, Ohio

Luma WealthLuma Wealth Advisors is a division of Fairport Wealth that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect and celebrate with other women.

Westlake, Ohio

Provide support to Portfolio Managers in the preparation of client deliverables. Design presentations in an organized and timely manner for client meetings. Deliver superior client service, often handling highly confidential information. • Perform complex administrative duties associated with asset management transactions. • Assist Portfolio Managers with planning client meetings and record account activity. • Obtain and compile information from internal/external resources to assist with correspondence, reports, technical documents, and special projects. • Preparations of Power Point presentations using appropriate charts to show portfolio growth and allocations.

Cleveland, Ohio

Provide high quality and exceptional service to clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products.Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies, procedures and regulations.Use deep knowledge of the relationship and available tools / reports to meet client expectations and needs.Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, etc.)Research, follow-up and resolve client inquiries and issues through effective interaction with clients, financial advisors, product partners, branch/operations teams and other staff in a timely and professional manner.• Provide telephonic coverage for a group of advisors to identify client needs and service routine client requests. • Expedite information for the processing of new accounts and maintenance of existing ones. • Resolve client requests and document interactions as needed, referring complex inquiries to the appropriate person or account service area.• Provide regular support for ad-hoc office initiatives.

Pepper Pike, Ohio

Personal Assistant and Au Pair