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Hidden name

Administrative service, Customer Service, Executive Virtual Assistant
Client Services Review- Manager
Expected Payout

$8 per hour

Educational Attainment

Availability

5 hrs/wk

Experience Overview

Basic Information

Description

Experienced Client Services Review Manager adept with overseeing diverse aspects of client reviews and financial disclosure. Expert in crafting comprehensive meeting documentation, generating reports, and implementing efficient document management systems. Proficient in appointment scheduling, analyzing insurance renewals, and executing post-meeting actions, including investment trades for portfolio rebalancing. Ensures meticulous compliance and exceptional service standards.

Skills

Industry

  • Insurance Virtual Assistants
  • Logistics & Trucking Virtual Assistants
  • Property Management Virtual Assistants
  • Real Estate Virtual Assistants
  • Marketing Virtual Assistants

Service

  • Administrative service
  • Customer Service
  • Executive Virtual Assistant

Text Resume

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Certifications

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