Experience

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  Verse Wealth

  • Client Experience Associate

    • Apr 2021 - Nov 2022

• 

  5 ELK

  • Financial Planning Administrator

    • Apr 2019 - Apr 2021

    I work for a Financial Planning Business based in Melbourne, Australia. I handle administrative tasks which includes contacting clients regarding their accounts (insurances, superannuation, investments, etc.) I also help with the implementation of their Statement of Advice, it could be helping advisers open an insurance policy, super and pension or investment accounts for our clients. I prepare the forms needed, send it to clients and once completed I would send it to providers for them to action. I also help our clients keep track of their premium payments on their insurances for sending them payment reminders when needed. As each financial plan is unique to a client's need, I get to learn and experience a lot things about the business.

• 

  JPMorgan Chase & Co.

  • Philippines

  • Retail Bank Specialist

    • Sep 2016 - Apr 2019
    • Philippines

    I worked in Retail Banking Department. We handle calls from clients with queries about their savings and checking accounts. We walk them through their transactions and help them balance their accounts when needed. I also helped clients update details on their accounts such as address, names and other personal information. We also give them advices as to the things they would need to open accounts with Chase and if they chose to do it online, we would walk them through. Working with other departments in the company is also needed and properly directing clients make sure everything is covered and that they are satisfied with our service.

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  Convergys

  • Credit Card Representative - Citibank N.A

    • Sep 2014 - Jul 2015

    Assigned in CitiCards Account, we take calls for our Citibank's credit card holders for various type of requests. From changing their account details, processing payments, ordering new cards, adding authorised users, reporting fraud transactions, managing late fees to explaining interest charges. We also liaise with other departments of Citibank to make sure our customers are satisfied and their queries fully resolved.

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  Sitel Philippines Corp

  • Customer Service Representative

    • Sep 2012 - Sep 2013

    I was assigned in Sears Delivery Department. We track the customers delivery for them and give them updates. We also take calls and process payments for their orders, change payment details, reschedule deliveries and process refunds when needed. We work with other departments as well to make sure our customers' need are covered.

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  N/A

  • Customer Service Specialist

    • Nov 1922 - Nov 1923