Danica Mae H. Marquez
Danao
Summary
Results-driven Account Specialist with extensive experience in managing diverse client portfolios and optimizing customer satisfaction. Expertise in data analysis, problem-solving, and delivering tailored solutions to meet client needs. Proven ability to build and maintain long-term client relationships, enhance team collaboration, and effectively communicate to achieve business objectives. Committed to driving success through innovative approaches and a client-centric mindset.
Overview
3
3
years of professional experience
Work History
Account Specialist
JP Morgan Chase & Company
11.2021 - Current
- Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
- Completed routine and complex account updates to resolve problems.
- Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Reviewed account activity to assess financial status and evaluate discrepancies.
- Developed customized financial solutions for clients, addressing their unique needs and concerns.
- Ensured compliance with industry regulations by diligently reviewing account documentation and transactions.
- Reconciled customer accounts and identified discrepancies for further investigation.
- Streamlined account setup processes, significantly reducing onboarding time and improving client experience.
- Adhered to standards of quality and service as well as all compliance requirements.
- Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
Education
Bachelor of Arts - Communication
Cebu Normal University
Skills
- Strong Adaptability and quick to learn new tools and processes
Experienced in CRM software specifically Salesforce
Email and Calendar Management: Scheduling meetings, managing multiple calendars
Data Entry and Management: High accuracy in organizing and inputting data
Social Media Management: Content creation and scheduling for platforms like Facebook, Instagram, LinkedIn
Strong Written and Verbal Communication
Exceptional Time Management: Prioritizing tasks and meeting deadlines
- Excellent Customer Service skills, providing professional support
- Strong Multitasking capabilities
- In-depth Research and data analysis
- Highly Organized, maintaining structured digital files and task lists
- Self-Motivated: Proven ability to work independently and manage multiple tasks
- Digital collaboration using Zoom, Google Meet, Microsoft Teams
Personal Data
English
Tagalog
Cebuano
References
Joseph Elvir, Tubilan, Department Head, josephtubilan@cnu.edu.ph, 09177720501, BA-COMMUNICATION, Cebu City
Personal Data
- Date of Birth:1997-05-07
- Place of Birth: Danao City
- Citizenship: Filipino
- Civil Status: Single
- Height:5'2"
- Religion: Roman Catholic
Timeline
Account Specialist
JP Morgan Chase & Company
11.2021 - Current
Bachelor of Arts - Communication
Cebu Normal University
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