Sarah Clise
Burlington
Summary
High-performing remote client advocate with 3+ years of experience in financial services and behavioral health. Recognized as a top performer in client sentiment and first-call resolution (FCR) while supporting high-net-worth Citigold clients. Expert in professional de-escalation, complex problem-solving, and navigating multi-system environments to deliver clear, compliant solutions in high-pressure remote settings.
Overview
7
7
years of professional experience
Work History
Citigold Client Advocate (Remote)
Citibank
05.2023 - 02.2026
- Performance: Consistently ranked among the top-performing advocates in the department for client sentiment and first-call resolution (FCR)
- High-Value Resolution: Delivered concierge-level support to high-net-worth clients, resolving complex account and service issues
- Technical Proficiency: Seamlessly navigated multiple internal systems and resources, including RSM (Rainbow Service Manager), to document and escalate requests
- Compliance: Ensured 100% adherence to strict financial regulations, security protocols, and confidentiality standards
- Dispute Resolution: Resolved client disputes end-to-end and processed account credits in alignment with service agreements and internal policies.
Personal Banker (Remote)
Citibank
04.2022 - 05.2023
- Account Management: Opened client accounts and provided tailored financial solutions while ensuring compliance with internal policies and banking regulations
- Regulatory Knowledge: Demonstrated working knowledge of federal and state banking regulations, including domestic and international account requirements
- Client Guidance: Educated clients on banking products, account features, and digital tools to support informed financial decisions.
Medication Technician (Lead)
Ivy Knoll Senior Living
09.2021 - 04.2022
- Leadership: Served as a lead support staff member, providing oversight for residential aides and daily operations
- Clinical Accuracy: Administered medications while ensuring precise documentation within Medication Administration Records (MAR) for controlled substances and narcotic counts
- Vitals Assessment: Measured and documented vital signs while observing for changes in resident condition
- Resident Safety: Supervised residents with dementia, responding to behavioral changes and maintaining a safe and structured environment.
Case Manager
Brighton Recovery Center
06.2020 - 07.2021
- Advocacy & Support: Coordinated individualized treatment plans and connected clients with community resources for housing and employment
- Crisis Management: Provided one-on-one guidance and de-escalation in high-stress substance use recovery environments
- Client Advocacy: Accompanied clients to court appearances and medical appointments, ensuring support and compliance, and continuity of care.
Treatment Aid
Transitions Inc
06.2019 - 06.2020
- Direct Support: Provided peer-level emotional support and supervised daily activities in a structured recovery environment
- Safety & Compliance: Conducted routine monitoring and drug screening while adhering to strict facility protocols.
Education
High School Diploma -
Grant County High School
Skills
- Client relationship building
- Paperwork assistance
- Telephone etiquette
- Assertiveness
- CRM software
- Problem-solving
- Multitasking Abilities
- Microsoft office
- Client advocacy
- Maintaining client records
- Interpersonal skills
- Care coordination
- Conflict resolution
- Computer literacy
- Risk assessment
- Professionalism
- Quality assurance
- Case file management
- Document management
- Data confidentiality
- Patient relationship management
- Applied behavior analysis
- Case management
- Resident support
Timeline
Citigold Client Advocate (Remote)
Citibank
05.2023 - 02.2026
Personal Banker (Remote)
Citibank
04.2022 - 05.2023
Medication Technician (Lead)
Ivy Knoll Senior Living
09.2021 - 04.2022
Case Manager
Brighton Recovery Center
06.2020 - 07.2021
Treatment Aid
Transitions Inc
06.2019 - 06.2020
High School Diploma -
Grant County High School