,FPQP®
As a Client Service Specialist, Sunny provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
When you’re not working you’re…?
I love spending time in the kitchen, experimenting with new recipes and entertaining friends and family over good food.
What’s the best career advice you ever got?
“It’s not a sprint; it’s a marathon” has stayed with me most. It reminds me to be patient, stay focused on continuous improvement, and remember that lasting success is built through consistency and perseverance.
Where did you grow up? Where do you live now?
I was born and raised in Japan and have called New Jersey home for the past 30 years,
where I’ve lived with my family.
What’s a destination in the world that you aspire to visit?
My dream is to travel the world while I can, experiencing different cultures, cuisines, and places.
If I’m working hard and have my health, chances are you’ll find me wherever the food,
wine, and weather are especially good.
Sophia University (Tokyo, Japan),
BA, German Studies
