Licensed Financial Adviser

Mar 2020 - Present

Developed and maintained strong relationships with clients through regular and meaningful communications, building trust and loyalty. Assisted clients in setting realistic financial goals and developing actionable plans to achieve them. Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.

Inbound Service Representative

Mar 2018 - Aug 2019

Addressed customer questions, problems and complaints in person and via phone to maintain positive relationships and support smooth communications. Coordinated daily distribution activities, managing logistics and scheduling for efficient goods delivery. Monitored transportation and logistics activities, ensuring timely and cost-effective delivery.

Business Officer Assistant

Dec 2016 - Jan 2017

Managed complaints with calm, clear communication and problem solving. Engaged with customers to better understand needs and deliver excellent service. Resolved customer complaints with empathy and professionalism, leading to increased satisfaction and loyalty.