Skills
Customer Support
10+ Years
Office and Administration > Administrative Support
2-5 Years
Experience highlights
Client Services Officer - Fulfillment Implementation
Skye Wealth
·
August/2022
–
Present
Reviewed and processed retail life insurance applications
Ensured all insurer requirements are met to facilitate application finalization.
Monitored and communicated any revised terms offered by the insurer to the client.
Provided a high standard of customer service throughout the implementation journey.
Maintained well-organized and up-to-date records of all policy applications and issuances.
Recruitment Assistant
YSO
·
February/2021
–
Present
Sourced potential candidates via LinkedIn.
Reviewed LinkedIn profiles and sent connection and message requests to check their
interest in the position.
Financial Planning Virtual Assistant
Wealth Simplicity
·
October/2019
–
Present
Utilized Adviserlogic as our CRM.
Managed annual accounts for clients.
Handled implementation from application form to ensure funds were available for
payment.
Managed all investment portfolios.
Trained to use CLASS with accountants to ensure all investments matched.
prepare all documents for the end of financial year
Telephone Banker II
JP Morgan Chase & Co
·
November/2014
–
Present
Helped clients manage their accounts by reviewing their transactions, assisting them
regarding online banking concerns, processing money transfers or wire transfers,
process both debit and credit card payments and also helping them file for disputes if
there are any unauthorized transactions on the account using their card.
UK Collections Team Leader
HSBC Electronic Data Processing Inc
·
February/2009
–
Present
inbound and outbound calls for all delinquency buckets
Managed a team handling commercial, retail, credit card, and loan accounts in collections.
Created smart action plans to achieve team goals.