client service manager
Continental Insurance Brokers
Total years of experience :16 years, 6 Months
Financial planning, market monitoring and analysis, funds analysis, dealing with existing clients, review meetings of fund performance, new clients meetings, portfolio management, supervise the admin team, using Bloomberg and Morningstar in order to be up to date of world news and market prices
Negotiations and contracting with new recruitment agencies overseas, build and improve relationships with existing clients, payroll management, business development.
Front desk tasks, assisting patients, billing and appointments arrangement.
Provide the assistance in obtaining personal loans by clients, offering the individual service quality and achievement of corporate targets.
Administrative support in daily activities and overall admin requirements to ensure that objective and need of management are met.