Finance associate with hands-on experience in client relations and communication. Known for providing helpful, clear support by focusing on client needs, and making financial information easy to understand. Skilled at building trust with clients by listening, explaining options clearly, and following through on commitments. Comfortable working with a range of financial products and adapting communication styles to suit different situations. Focused on learning, improving, and contributing to a positive client experience.
- Managed multiple brands within six months, enhancing operational efficiency.
- Utilized applications such as NPS, BRP, Mainframe, and Excel to process purchase orders for UK clients.
- Resolved client queries effectively through proactive communication.
- Contributed to continuous improvement by suggesting enhancements, and collaborating on problem-solving activities.