I bring over nine years of customer-focused experience, with a strong background in client servicing, team leadership, and financial services support. I began my career in the call center industry, where seven years of frontline customer interaction strengthened my communication skills, problem-solving approach, and ability to manage high-volume workloads with consistency and professionalism.
I later transitioned into the financial services sector as a Client Services Officer, where I spent 1 year and 7 months supporting advisers and delivering quality service to clients. My performance earned me a promotion to Client Services Team Lead, where I spent 11 months managing a team, overseeing day-to-day operations, and ensuring accuracy and efficiency in servicing tasks. This leadership role sharpened my skills in coordination, coaching, process improvement, and stakeholder management.
More recently, I worked as a Financial Planning Assistant, where I supported advice implementation, documentation, and client follow-through. The experience strengthened my understanding of financial planning processes, compliance requirements, and the importance of structured workflow and communication in delivering quality outcomes.
Across all roles, I’ve developed a reputation for being reliable, adaptable, and client-centric. I thrive in environments that value teamwork, clear communication, and continuous learning. I’m now seeking an opportunity in a client servicing or paraplanning support role where I can apply my experience, grow my technical skills, and contribute to a high-performing team.
