Este perfil está escrito en inglés
Executive Assistant
Demonstrated experience with Operational Support.
Demonstrated experience with Process Optimization.
Demonstrated experience with Problem-Solving.
Demonstrated experience with Client Relationship Management.
Demonstrated experience with Documentation Control.
Executive Assistant open to new opportunities
Provide high-quality, responsive support to internal and external stakeholders through phone, email, chat, and other communication channels, taking ownership of inquiries and ensuring timely, effective resolutions.. Build strong working relationships with clients, partners, and stakeholders by understanding their needs, providing personalized assistance, and serving as a trusted point of contact.. Troubleshoot issues, identify appropriate solutions, and coordinate with relevant teams to resolve requests efficiently while maintaining a positive customer experience.. Develop a strong understanding of company systems, software, processes, and services to confidently guide stakeholders, answer questions, and share best practices.. Collaborate cross-functionally with leadership, operations, technical teams, and other departments to identify issues, implement solutions, and ensure seamless execution of business priorities.. Identify recurring concerns, communicate feedback to relevant teams, and recommend improvements to processes, systems, and service delivery.. Support cross-functional initiatives and strategic projects by coordinating timelines, managing communications, tracking deliverables, and ensuring follow-through from multiple stakeholders.. Share knowledge, resources, and best practices with colleagues while contributing to a collaborative, supportive, and inclusive team environment.
Handled inbound and outbound customer interactions via phone, email, and chat, resolving inquiries efficiently while maintaining high customer satisfaction scores.. Provided product and service information, troubleshooting issues and guiding customers through step-by-step solutions.. Maintained accurate customer records by documenting interactions, updates, and resolutions in the company CRM system.. Demonstrated strong problem-solving skills by identifying customer needs and offering appropriate solutions within company guidelines.. Collaborated with team members and supervisors to escalate complex issues and ensure timely resolution.. Adhered to company policies and quality standards, ensuring compliance while delivering a professional and empathetic customer experience.. Successfully performed save attempts to retain customers.
Delivered exceptional client service by managing and authorizing reconciliations, payments, and onboarding processes, ensuring seamless operations and compliance with client-focused policies.. Maintained accurate records of all KYC activities and prepared documentation and long-term electronic reports for regulatory purposes.. Analyzed transactions and customer information to detect potential money laundering, fraud or other financial crimes.. Resolved client issues effectively, providing timely support and escalating complex cases when necessary to maintain satisfaction and loyalty.. Assisted clients with transferring accounts (Registered, Locked-in, and non-registered) from other institutions, streamlining processes and addressing challenges for a smooth transition.. Proactively monitored service-level agreements (SLAs) to identify improvement opportunities, implementing solutions that consistently exceeded client expectations.. Collaborated with leadership to address client feedback, streamline workflows, and implement standard operating procedures (SOPs) for improved service efficiency.. Provided high-level executive support to Banking Directors, including calendar management, meeting coordination, and preparation of confidential reports.. Maintained structured, audit-ready filing systems for financial documentation, travel records, and strategic materials.. Acted as liaison between leadership and clients, fostering trust-based professional relationships.