Technical Support Senior Specialist - Client Service And Delivery
Quezon City
Summary
Adaptable and detail-oriented individual with knack for problem-solving and positive, upbeat attitude. Well-versed in industry-specific software and data analysis, with strong project management and communication skills. Capable of driving impactful initiatives and delivering measurable results.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Technical Support Senior Specialist - Client Servi
Willis Towers Watson Global Business Services, Inc
09.2024 - Current
Identified areas in need of critical improvement and implemented strategies to achieve targets.
Drove change through quality-oriented strategies to help operations accomplish ambitious short- and long-term goals.
Established strong working relationships with clients through exceptional customer service and proactive communication efforts.
Enhanced team productivity by implementing efficient project management strategies.
Delivered high-quality results consistently by adhering to strict quality control measures and industry best practices.
Collaborated with cross-departmental teams in developing cohesive strategies aimed at achieving long-term organizational goals.
Managed complex projects from inception to completion, ensuring timely delivery and client satisfaction.
SR. INVESTMENT ANALYST
Manulife Data Services
03.2021 - 05.2024
Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications.
Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information.
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates.
Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
Managed team of 2 analysts focused on Investme.
MARKET DATA ANALYST
Manulife Data Services
04.2015 - 03.2021
Receive request from different business unit relating to market data license such as procurement, transfer/ relocation, and termination of license.
Reconcile invoice in database and directly communicates issues (e.g., unidentified service, price, tax computation) to the business units or vendors.
Monitor outstanding invoices and ensure 100% SLA attainment. Communicate missing information or not in good order (NOTIGO) to the vendor and regularly follow up pending invoices.
Generate Monthly Chargeback and prepare specifications to be sent out to different business units.
ON THE JOB TRAINEE (INTERNSHIP PROGRAM)
Philippine National Bank
01.2014 - 01.2015
Answering customers' questions and explaining available services such as deposit accounts, bonds, and securities
Compiling information about new accounts, entering account information into computers, and filing related forms or other documents
Referring customers to appropriate bank personnel
Managing client bank accounts, including opening and closing accounts, and overseeing transactions
Education
Bachelor of Science - Business Administration-Financial Management
New Era University
Quezon City, Philippines
06.2011 - 05.2015
Skills
Awards
Most Improved Associate, 2015
Best in Attendance & Accuracy, 2016
Do it the right thing award, 2019
Top Associate, 2022
NC III - Bookkeeping
Certification
National Certificate 3 - Bookkeeping
Timeline
Technical Support Senior Specialist - Client Servi
Willis Towers Watson Global Business Services, Inc
09.2024 - Current
SR. INVESTMENT ANALYST
Manulife Data Services
03.2021 - 05.2024
MARKET DATA ANALYST
Manulife Data Services
04.2015 - 03.2021
National Certificate 3 - Bookkeeping
02-2015
ON THE JOB TRAINEE (INTERNSHIP PROGRAM)
Philippine National Bank
01.2014 - 01.2015
Bachelor of Science - Business Administration-Financial Management
New Era University
06.2011 - 05.2015
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