Basic Information

• Age: 27
• Gender: Female
• Location: San Fernando ( Click to view complete address )
• Phone: ( Click to view phone no )
• Website: Not Available
• Linkedin: ( Click to view linkedin url )
• Skype: ( Click to view skype ID )
• Government Id: ( Click to view government id )
• Last Active: 11/12/2024
• Member Since: 07/15/2024

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