Sarah Kim Email & Phone Number

Utah, United States

As a Client Services Associate, I’m passionate about supporting and guiding our team to deliver exceptional service. I focus on training and motivating individuals to work cohesively, ensuring a smooth and efficient client experience. I'm always looking for ways to improve processes and increase efficiency, helping save time and resources while keeping the client’s needs at the forefront. Highly organized and adaptable, I’m committed to creating a positive environment and ensuring every client interaction is handled with care and professionalism.

Salt Lake City, Utah, United States

Managed and maintain over 2,000 clients' data, generated monthly scorecard reports for Tax and Audit Partners and Managers. Processed quarterly payroll taxes and annual non-employment income. Provided bookkeeping services to manage client finances through QuickBooks, utilized bill pay, distributed checks, and reconciled bank accounts. Managed Continuing Professional Education requirements and credits.

Salt Lake City, Utah, United States

Provided tax administrative support and assembled tax returns.

Salt Lake City, Utah

Loan administration for large corporate clients. Managed daily responsibilities and workflow for a team of loan administrators. Created and presented monthly and quarterly cash settlement reports to Senior Management. Daily tasks include processing all loan activity and fees associated with loan such as new borrowings, rollovers, principal and interest payments, rates, and Letters of Credit. Reconcile cash receipts and system accruals when discrepancy occurs.

Salt Lake City, Utah

Support Risk Management by completing audit confirmations. Organized and oversaw the Loan Administration team relocation and transition.

Salt Lake City, Utah

Acted as facilitator for Employee Engagement committee focusing on training and career development, providing employees the opportunity to network with senior management, utilize online skills development tools, as well as learn about internal career opportunities.Organized quarterly learning seminars, including networking functions, team building exercises, and Q&A sessions by managers who provided insight on achieving goals within the business; spotlighted career building literature in monthly office newsletter.