Experienced CSR for Finance & Trading Companies

Overview

Looking for part-time work (4 hours/day)

at $10.00/hour ($880.00/month)

Bachelors degree

Last Active

March 19th, 2024 (37 days ago)

Member Since

October 26th, 2020

Profile Description

Upgrade to see actual info is an energetic and versatile fast-learner with a growing expertise in the online finance/trading customer servicing space backed by a 6-year client relations experience in real estate.

He is adept at providing a seamless & praise-worthy customer journey through in-depth product understanding, keen attention to detail, and proactive communication.

If you need someone who you can rely on with regards to handling clients and making them feel comfortable & happy as they do business with you, I would love to help! :-)

TECHNICAL SKILLS 
> Strong communication, data analysis, and computation skills > Intermediate knowledge on finance/trading (stocks, cryptocurrency, forex)

> Excellent client management skills honed by workshops/seminars from recognized speakers (Guthrie-Jensen, Francis Kong, etc.) 

> Developed critical thinking, resource management, and resilience towards challenges 

WORK EXPERIENCE 

Feb 2022 - Dec 2022 
Customer Service Representative - Performserv 
Conducted onboarding of clients and gathered personal info such as name, credit card details, etc. | Created accounts for new clients and provided support on all related concerns | Helped clients feel more comfortable about investing with the company 

Jan 2023 - Apr 2023 
Virtual Assistant/Email Copywriter - OKI Media/Infinity Scale/Opti-Write
Created and organised lists of leads from a lead generation platform into an excel file | Researched about each lead to come up with personalised compliments that would be sent through email | Created emails that helped convert the leads into paying customers

Jan 2016 - Mar 2022
Client Services Technical Associate - Alveo Land Corp
Provided support for real estate buyers throughout the customer journey via email, calls, virtual meetings, and face-to-face meetings | Ensured client satisfaction by proactively addressing all related concerns on purchased units | Provided well-informed and customer-centric recommendations on issues that needed business call decisions from management