Sonya Mincy is a skilled financial services professional with extensive experience in client support roles. Currently serving as a Financial Services Associate and previously as a Client Success Associate at Corient since June 2024, Sonya has demonstrated expertise in processing trade-related reports, resolving customer account issues, and assisting advisors with client account updates and trading activities. Prior experience at Mercer Advisors (November 2021 - June 2024) as a Client Service Specialist and at Advisor Group (February 1998 - November 2021) in various positions, including Senior Margin Specialist and Investment Advisory Analyst, has equipped Sonya with a deep understanding of industry changes and client management processes, facilitating effective communication and collaboration with advisors and other business units.
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