Dedicated professional with experience in customer service, portfolio management, and bilingual call support. Adept at regulatory compliance and problem resolution, committed to enhancing client satisfaction.
Skilled in delivering exceptional support, fostering customer loyalty through effective communication.
Able to analyze issues swiftly and implement effective solutions to meet client needs.
Proficient in bilingual communication, ensuring clear and professional interactions.
Experienced in updating and maintaining client portfolios in compliance with regulatory standards.
Sanclemente & Cia Ltda. Insurance Advisors
Portafolio management. Updating client information to comply with the provisions of the Financial Superintendency. Updating information on the Sarlaft form (Money Laundering and Terrorism Financing Risk Management System). Bilingual support representative via calls, chat and emails
Task Us
Alliance Technology Group
Law
Law
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