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Sales & Marketing customer relations

Account Management

$30/hr Starting at $100

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.

**Demonstrated capacity to develop and maintain comprehensive processes that improve the efficiency of the day to day operations.

With excellent organizational and communication skills, in both oral and written Spanish and English, 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.  

About

$30/hr Ongoing

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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.

**Demonstrated capacity to develop and maintain comprehensive processes that improve the efficiency of the day to day operations.

With excellent organizational and communication skills, in both oral and written Spanish and English, 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.  

Skills & Expertise

Administrative AssistantBusiness DevelopmentClient AssessmentClient ContactClient DevelopmentClient Issue ResolutionClient OrientationCommunication SkillsCRMCustomer Experience ManagementCustomer RetentionCustomer SatisfactionCustomer Service ManagementCustomer Service TrainingFinancial ServicesManagementOffice AssistantRelationship Management

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