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Skills

  • Administrative Assistant
  • Business Development
  • Client Assessment
  • Client Contact
  • Client Development
  • Client Issue Resolution
  • Client Orientation
  • Communication Skills
  • CRM
  • Customer Experience Management
  • Customer Retention
  • Customer Satisfaction
  • Customer Service Management
  • Customer Service Training
  • Financial Services

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Services

  • Account Management

    $30/hr Starting at $100 Ongoing

    Dedicated Resource

    Throughout my career, I have maintained the highest performance standards with a diverse range of sales, account management, business development, customer service and administrative functions. In my...

    Administrative AssistantBusiness DevelopmentClient AssessmentClient ContactClient Development

About

Bilingual Account Manager

Throughout my career, I have maintained the highest performance standards with a diverse range of sales, account management, business development, customer service and administrative functions.
In my most recent role as part of a team of International Financial Advisors, I supported three Managing Partners as their point of liaison with their clients in all efforts including account opening, onboarding process, all movement of funds, account management following all AML and other industry related compliance guidelines.

Further qualifications I offer include the following:

*Successful track record supporting the efforts of executive-level staff, assisting in all aspects of office management, from scheduling meetings and coordinating travel, to overseeing budget and accounting functions.
**Capacity to develop and maintain comprehensive processes that improve the efficiency of day-to-day operations.

With excellent organizational and communication skills, an outstanding work ethic, relentless desire to learn and the ability to work well in both team-oriented and self-directed environments, I am positioned to exceed your expectations.

Work Terms

I am flexible with the hours of operation, pay and communication style. I am open for further discussion.

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