Sameea

Client Service Administrator

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01937 223 055

At work

I’m a Client Service Administrator at Berry & Oak, so a big part of my role is keeping things organised, making sure clients receive a great service, and supporting the team behind the scenes. I’m naturally organised, approachable, and enjoy helping people wherever I can.

At home

Outside of work, I’m a big believer in making the most of my time with family and friends. I enjoy getting out and about, trying new places, and having a good balance between being busy and having some downtime.

In the spotlight

What do you like about working at Berry & Oak?

The people, definitely! I love coming into the office as I really enjoy working with such a friendly, supportive and approachable team. There’s a great balance of professionalism and personality which makes it a lovely place to work. I also love that no two days are the same so there’s always something new to learn.

What does the day in the life of a Client Service Administrator look like?

Every day is slightly different which is one of the things I enjoy most about the role. There’s a mixture of communicating with clients, liaising with providers to obtain information, preparing files for client appointments and supporting the wider team. I also find it interesting sitting in on client meetings and understanding how Berry & Oak can help their clients through their financial journey but also meeting the clients in person as well as doing work behind the scenes for them.

What are your top three life highlights so far?

  1. Taking a few big leaps outside my comfort zone
  2. Travelling and experiencing new places
  3. Becoming an auntie for the first time to my twin nieces

What is an ability you wish you had?

Learning anything almost instantly

What’s currently top of your bucket list?

Seeing as many countries as possible

Which song gets you on the dancefloor?

Please don’t stop the music – Rihanna

What’s the one talent you have, that people would be surprised to know about you?

I have a bit of a knack for driving different cars!

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Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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