Sara Lucas

Sara Lucas Email and Phone Number

Client Resolutions Specialist @ UBS
Clarksville, TN, US
Sara Lucas's Location
Clarksville, Tennessee, United States, United States
About Sara Lucas

I’m a dedicated professional with seven years of experience in client reporting, tax, and performance analysis. I specialize in resolving complex inquiries related to client statements, tax issues, cost basis, and performance reports. My background has allowed me to excel both independently and in team settings within a fast-paced, global financial environment.In addition to my financial expertise, I am a CrossFit Coach, Certified Nutrition Coach, and Personal Trainer. I own and operate my own company, providing coaching services to help clients achieve their health and fitness goals. This experience has honed my communication, leadership, and motivational skills, which I apply in both my coaching and professional work.

Sara Lucas's Current Company Details
UBS

Ubs

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Client Resolutions Specialist
Clarksville, TN, US
Website:
nyftyfitness.com
Employees:
28
Sara Lucas Work Experience Details
  • Ubs
    Client Resolutions Specialist
    Ubs
    Clarksville, Tn, Us
  • Bny Mellon
    Tax Analyst
    Bny Mellon Sep 2024 - Present
  • Gryphon Crossfit
    Crossfit Instructor
    Gryphon Crossfit Jun 2023 - Present
    Instruct participants in maintaining exertion levels to maximize benefits from exercise routines.Offer alternatives during classes to accommodate different levels of fitness.Plan routines, choose appropriate music, and choose different movements for each set of muscles, depending on participants' capabilities and limitations.Evaluate individuals' abilities, needs, and physical conditions, and develop suitable training programs to meet any special requirements.Maintain fitness equipment.Monitor participants' progress and adapt programs as needed.Provide students with information and resources regarding nutrition, weight control, and lifestyle issues.Administer emergency first aid, wrap injuries, treat minor chronic disabilities, or refer injured persons to physicians.Organize and conduct competitions and tournaments.
  • Phoenix Performance L.L.C.
    Owner
    Phoenix Performance L.L.C. Oct 2022 - Present
    Phoenix Performance provides personalized Fitness & Nutrition Coaching to individuals in order to help them achieve long-term, lasting success in improving their overall health and quality of life.
  • Phoenix Performance L.L.C.
    Head Of Operations
    Phoenix Performance L.L.C. Oct 2022 - Present
    Research, plan, and write Business Plan Establish and maintain business bank accounts, payment processing, accounts payable and receivable, and business taxes and licenses. Design and implement marketing and sales strategies. Design and setup business profiles, social media platforms, websites, and email.Establish and maintain customer service via phone, email, website, and social media platforms.Research, plan, and establish a business pricing model. Continuously evaluate pricing models to ensure maximum profitability.Collaborate with business partners to ensure delivery of high quality products and service. Coordinate schedules, bookings, orders Communicate with clients to coordinate and schedule initial assessments & weekly check-ins.Conduct initial assessments for client onboarding. Counsel clients on basic nutritional principles, dietary plans, diet modifications, healthy eating habits, and food selection and preparation to improve quality of life.Create customized nutrition plans based on assessment of client's needs, goals, dietary restrictions, allergies, and lifestyle.Assess client's health to create goals to promote improved health and quality of life.Provide weekly support, via email and coaching platform, with nutrition related questions or concerns.Conduct weekly check-ins with clients to: monitor, review, and assess performance and adherence to nutrition plans; adjust nutrition plans and goals; and provide feedback.
  • Ubs
    Specialized Servicing Representative
    Ubs Jul 2023 - Aug 2024
    Zurich, Ch
    Work closely with internal partners to resolve issues for Ultra High Net Worth advisors and teams, including Operations, Products & Services, Field Leadership, Compliance, and Communications. Enhance onboarding experience through education and training for Ultra High Net Worth teams joining to ensure seamless transition into the firm. Track escalations, system enhancements, and issues to present to key stakeholders for improvement. Organize and facilitate forums to share best practices ideas, training, and further develop relationships by region.Provide support on special projects as well as ad-hoc requests related to improve Ultra High Net Worth experience overall. Work with internal partners and field management teams to provide exceptions when necessary.
  • Ubs
    Private Wealth Management Liaison
    Ubs Feb 2023 - Jul 2023
    Zurich, Ch
    Work closely with internal partners to resolve issues for PWM advisors and teams, including Operations, Products & Services, Field Leadership, Compliance, and Communications. Enhance onboarding experience through education and training for PWM teams joining to ensure seamless transition into the firm. Track escalations, system enhancements, and issues to present to key stakeholders for improvement. Organize and facilitate forums to share best practices ideas, training, and further develop relationships by region.Provide support on special projects as well as ad-hoc requests related to improve PWM experience overall. Work with internal partners and field management teams to provide exceptions when necessary.
  • Ubs
    Client Resolutions Specialist
    Ubs Apr 2017 - Feb 2023
    Zurich, Ch
    Support Client and Tax reporting Operations: Performance Reporting, Statements, Tax Reporting, & Cost Basis. Receive, research, and advise on client/branch inquiries related to systems and documents within Client and Tax Reporting. Analyze data and provide detailed explanations regarding Tax Reporting, Statement Information, Cost Basis, and Tax. Train new team members for all roles.Support Client and Tax reporting Operations: Performance Reporting, Statements, Tax Reporting, & Cost Basis. Receive, research, and advise on client/branch inquiries related to systems and documents within Client and Tax Reporting. Analyze data and provide detailed explanations regarding Tax Reporting, Statement Information, Cost Basis, and Tax. Train new team members for all roles.
  • Crossfit Dunbar Cave Lab
    Event Coordinator
    Crossfit Dunbar Cave Lab Aug 2021 - Dec 2022
    Organize and conduct competitions and tournaments. Propose and coordinate effective layouts for events. Coordinate and manage all staff, event logistics, and internal/external communications throughout the event life cycle. Communicate with sponsors, vendors, clients, city officials, and staff to retain loyalty and ensure successful organization of events at the internal/external level. Obtain and work with the Graphic Design team to develop and create all promotional and marketing materials.Organize and manage all social media platforms thought the event life cycle. Recruit sponsors for events. Helped create and establish the annual “Oktoberfest” event. Successfully boosted revenues by 45% for the annual “Battle At the Lab” event, and secured sponsors for future events.
  • Crossfit Dunbar Cave Lab
    Programmer
    Crossfit Dunbar Cave Lab Oct 2020 - Dec 2022
    Create and design personalized group workouts to accommodate different levels of fitness, for Saturday classes and special events.
  • Crossfit Dunbar Cave Lab
    Crossfit Instructor
    Crossfit Dunbar Cave Lab May 2020 - Dec 2022
    Instruct participants in maintaining exertion levels to maximize benefits from exercise routines.Offer alternatives during classes to accommodate different levels of fitness.Plan routines, choose appropriate music, and choose different movements for each set of muscles, depending on participants' capabilities and limitations.Evaluate individuals' abilities, needs, and physical conditions, and develop suitable training programs to meet any special requirements.Maintain fitness equipment.Monitor participants' progress and adapt programs as needed.Provide students with information and resources regarding nutrition, weight control, and lifestyle issues.Administer emergency first aid, wrap injuries, treat minor chronic disabilities, or refer injured persons to physicians.Organize and conduct competitions and tournaments.
  • Jackson Hewitt Tax Service Inc.
    Tax Preparer
    Jackson Hewitt Tax Service Inc. Jan 2017 - Apr 2017
    Jersey City, Nj, Us
    Prepare tax simple to complex returns for individuals as well as small business owners. Interview clients and obtain information about income and expenses. Practice due diligence in accordance with IRS, state, and local governments. Furnish taxpayers with information, materials, and advice on tax laws and keeping their tax liability at a minimum
  • Dodea
    Substitute Teacher
    Dodea Jan 2011 - Jan 2012
    Arlington, Virginia, Us
    *replace the classroom teacher*plan, organize, and present information and instruction to help students learn subject matter and *skills that will contribute to their educational and social development*provided instruction compatible with the school and system-wide curricular goals*interact effectively with students, co-workers, and parents*carry out non-instructional duties as assigned and/or as needed*adhere to established laws, policies, rules, and regulations*follow a plan for professional development*report to administrative assistant

Sara Lucas Education Details

  • Liberty University
    Liberty University
    Accounting
  • University Of Alaska Anchorage
    University Of Alaska Anchorage
    General Studies
  • Bevill State Community College
    Bevill State Community College
    Accounting

Frequently Asked Questions about Sara Lucas

What company does Sara Lucas work for?

Sara Lucas works for Ubs

What is Sara Lucas's role at the current company?

Sara Lucas's current role is Client Resolutions Specialist.

What schools did Sara Lucas attend?

Sara Lucas attended Liberty University, University Of Alaska Anchorage, Bevill State Community College.

Who are Sara Lucas's colleagues?

Sara Lucas's colleagues are Ethan Harro, Flloyd Rewa.

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