Afonso Celestino

Legal Administrative Sales Assistant & Client Specialist at Attorney Sharon Jackson LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Lisbon Metropolitan Area, PT

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Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Legal Administrative Sales Assistant & Client Specialist
      • May 2021 - Present

      • Efficiently managing client intakes, conflict checks, and gathering client information to ensure a seamless transition into the legal process, while fostering strong client relationships and delivering exceptional service. • Proactively identifying and following up on leads, resulting in increased conversions and retention of potential clients for the law firm. • Demonstrating exceptional organizational skills by preparing, entering, and filing correspondence and legal documents ahead of court deadlines. • Optimizing scheduling efficiency, outreach, and response rate for prospective clients through effective utilization of CRM features, resulting in an increase in qualified appointments. • Maintaining accurate and secure records and filing systems for confidential documents, resulting in error-free document retrieval. • Conducted training for new employees on performing intake calls, sales, telephone best-practice skills, and e-filing of legal documents to court portals. Show less

    • Germany
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • KYC Specialist & Customer Support
      • Nov 2021 - Present

      • Proven track record in effectively initiating and preparing the onboarding/recertification KYC process, demonstrating a deep understanding of client needs and successfully explaining the KYC process to ensure compliance. • Skilled in conducting meticulous initial checks and comprehensive gap analyses by leveraging internal data and databases, enabling accurate determination of KYC information and identification of required documents. • Experienced in establishing strong relationships with key stakeholders, including regulatory teams, to obtain the necessary KYC and regulatory documents, ensuring alignment with multi-site local requirements. • Adept at collecting vital information and documents from diverse sources, including internal databases and external utilities, to ensure adherence to client segment policies. Expert in organizing and extracting relevant data with strict attention to consistency, validity, and internal procedures. • Demonstrated expertise in identifying higher-risk elements or situations, effectively escalating them to appropriate internal stakeholders, and fostering collaboration with team members and departments to address complex challenges. • Meticulous attention to detail, ensuring the completeness of onboarding/recertification requests in systems, while efficiently creating ownership structures and listing related persons to support a comprehensive KYC process. • Achieved and maintained 100% compliance with AML laws and regulations by implementing robust policies, and procedures, and conducting regular audits, ensuring adherence to industry standards, and mitigating risk. • Proactively addressed and resolved KYC inquiries on diverse platforms including Telegram, FreshChat, and FreshDesk, resulting in a significant reduction in customer complaint rate and enhanced customer satisfaction. Show less

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Localization Specialist
      • Oct 2020 - Mar 2021

      • Successfully transcribed and validated over 500 audio files with 99% accuracy, ensuring high-quality data for further analysis. • Developed and implemented guidelines for text analysis, resulting in a 30% increase in efficiency and accuracy of data annotation by the team. • Successfully transcribed and validated over 500 audio files with 99% accuracy, ensuring high-quality data for further analysis. • Developed and implemented guidelines for text analysis, resulting in a 30% increase in efficiency and accuracy of data annotation by the team.

Education

  • University of the Western Cape
    Bachelor's degree, Accounting

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