Gym Enthusiast
Krystiann Josef Emnace
Financial Planning Assistant
Cebu
Summary
- Accomplished Financial Planning Assistant at Vital Business Partners, adept in document preparation and client correspondence, significantly enhanced client satisfaction and retention. Leveraged strong verbal communication and teamwork skills to resolve account discrepancies and improve financial reporting accuracy. Proven track record in maintaining client confidentiality and compliance, contributing to firm reputation and client base growth.
- Client-oriented professional with meeting planning, records oversight and document processing capabilities. A smart Financial Planning Assistant focused on portfolio management and calendar oversight and driving relationships with office personnel and customers alike.
Overview
13
13
years of professional experience
Work History
Financial Planning Assistant
Vital Business Partners
07.2018 - Current
- Increased client satisfaction by providing accurate and timely financial reports and analyses.
- Enhanced client relationships through regular communication, addressing concerns, and providing updates on their financial progress.
- Provided excellent service to clients by utilizing skills in active listening, effective communication, and quick turnaround on issues.
- Maintained strict compliance with industry regulations, ensuring the protection of both clients and firm reputation.
- Prepared reports and other documentation ahead of prospective client and current client meetings.
- Expedited resolution of account discrepancies by collaborating closely with internal teams, such as operations or customer service departments.
Billing Customer Service Representative
Teletech Cebu 3
01.2015 - 02.2017
- Monitored delinquent accounts and initiated collections actions when necessary, recovering outstanding balances while maintaining positive customer relationships.
- Developed personalized payment plans for customers experiencing financial difficulties, resulting in increased customer retention.
- Reconciled discrepancies between billed amounts and actual charges, improving overall accuracy of invoices.
- Enhanced customer satisfaction by promptly addressing billing inquiries and resolving disputes.
Technical Support Representative
Teleperformance Cebu IT Park
04.2014 - 12.2014
- Managed a portfolio of existing clients while also actively seeking out new ones, balancing both acquisition efforts with retention initiatives.
- Resolved complex technical problems through effective troubleshooting techniques, enhancing the user experience.
- Conducted competitor analysis to determine strengths, weaknesses, opportunities, and threats in order to refine sales strategies.
- Increased client base by identifying potential customers and presenting tailored business proposals.
Customer Service Representative
EPerformax Contact Centers & BPO
10.2011 - 02.2014
- Handled customer inquiries and suggestions courteously and professionally.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Answered constant flow of customer calls with minimal wait times.
Education
No Degree - Information Technology
University of San Jose - Recoletos
Cebu City, Province Of Cebu, Philippines 04.2001 -
Skills
Client Correspondence
Document Preparation
Document processing
Verbal and written communication
Telephone and email etiquette
Meeting Scheduling
Portfolio Management
Client records oversight
Account Performance Reviews
Teamwork and Collaboration
Time Management
Client Confidentiality
Interests
Travel and Remote Work
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Planning Assistant
Vital Business Partners
07.2018 - Current
Billing Customer Service Representative
Teletech Cebu 3
01.2015 - 02.2017
Technical Support Representative
Teleperformance Cebu IT Park
04.2014 - 12.2014
Customer Service Representative
EPerformax Contact Centers & BPO
10.2011 - 02.2014
No Degree - Information Technology
University of San Jose - Recoletos
04.2001 -