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client service associate / marketing assistant

  • Ensure all necessary paperwork has been received by the client and is filed properly or walk a client through the document itself so there is no confusion on how to properly fill it out.
  • Scanning and saving of documents, and access accounts to provide clients with updates or information regarding their latest transactions..
  • Often asked to update, maintain or access client accounts, transactions or documents.
  • Called upon to assist with human resources tasks, such as payroll services and budget issues.
  • Carry out administrative tasks that keep the financial group operating smoothly.

client service associate

  • Acting as a SPOC for client.
  • To coordinate with client on daily basis.
  •  Handling escalations and client queries.
  •  To handle and improve TAT (Turn Around Time) of cases and provide daily
  • updates to clients.
  • Handle Client Ad-Hoc Requests. 
  • Work independently and prioritize work to meet client expectations.

client service associate

  • FINRA SIE Exam passed June 2019
  • VA Life and Annuities & Health Exam passed November 26, 2019
  • FINRA Series 66 anticipated completion December 17, 2019
  • Client Service Associate AUM 1.55
  • maintained all client files
  • maintained branch audit files with zero deficiency
  • answered all calls promptly

senior client service associate

  • Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.-
  • Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; 
  • Records transactions by logging cashier’s checks, traveler’s checks, and other special services; preparing currency transaction reports.
  • Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers’ needs; directing customers to a branch representative.

client service associate

  • Process cash and check deposits of clients to their intended bank accounts accurately.
  • Convert US Dollar to Philippine Peso and vise versa using the bank’s currency exchange system.
  • Process international wire transfer.
  • Generating revenues.