Sandra Tompkins, Qkc

Client Relationship Manager @ Guideline

About Sandra Tompkins, Qkc

Sandra Tompkins is a Client Relationship Manager at Guideline, with extensive experience in client and account management roles, primarily at Paychex.

Title

Sandra Tompkins currently holds the position of Client Relationship Manager at Guideline. She has been with the company since 2022. Her role involves managing and nurturing relationships with clients to ensure their needs are met effectively.

Current Company

Sandra Tompkins works at Guideline, based in Santa Monica, California, United States, in the role of Client Relationship Manager since 2022. Guideline focuses on providing retirement benefits and services, and Sandra's responsibilities include managing client relationships and enhancing customer satisfaction.

Previous Roles at Paychex

Previously, Sandra Tompkins accumulated significant experience at Paychex, a leading provider of human resource, payroll, and benefits outsourcing services. Her roles included Strategic Accounts Relationship Manager III (2021-2022), Strategic Accounts Relationship Manager II (2020-2021), and Strategic Accounts Relationship Manager I (2016-2020). Additionally, she held positions as a Health & Benefits Agency Account Manager (2012-2013) and Health & Benefits Agency Account Representative (2011-2012). Earlier roles at the company include serving as a Senior Taxpay Specialist (2009-2011), Taxpay Specialist (2007-2009), and Health & Benefits Agency Specialist (2006-2007).

Role at Nixon Peabody Financial Advisors LLC

From 2013 to 2016, Sandra Tompkins worked as a Customer Service and Compliance Admin at Nixon Peabody Financial Advisors LLC. This role primarily involved ensuring compliance with financial regulations and providing customer service support.

Education and Expertise

Sandra Tompkins holds a Bachelor of Business Administration (BBA) degree in Business and Personal/Financial Services Marketing Operations from Nazareth College. She studied from 2002 to 2006, developing a solid foundation in business and financial services, which has been instrumental in her successive roles in client relationship management and compliance.

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