Hetal Bhimani

Hetal Bhimani is a knowledgeable professional with extensive experience in client service and operations within the financial sector. Currently serving as a Client Service Associate at Sax Wealth Advisors, LLC since March 2021, key responsibilities include scheduling appointments, managing calendars, and processing client information. Prior to this role, Hetal worked as a Client Support Specialist at Beacon Trust, where the focus was on screening calls and managing trust reporting processes. Experience also includes nearly eleven years at BlackRock as an SMA Account Operations Associate, overseeing trade operations and participating in software testing for enhanced functionality. Earlier career roles include underwriting at Sunset Mortgage Company. Hetal holds a Bachelor’s Degree in Information Systems from Rutgers University - Newark.