RAFAEL E. NANEZ S.

Client Services Associate

Mentor and Quality Controller in Process, Procedures and Systems, with Financial skills.

Fort Lauderdale, Fl 786-***-****, ad1mdj@r.postjobfree.com

Eligible to work for any employer in the USA.

Responsibilities:

Collect and manage required documents for onboarding. Assist with client follow-up, including calls and inquiries.

Respond to client requests, inquiries, and transactions. Coordinate and schedule meetings between Wealth Advisors and clients as needed. Prepare reports, marketing materials, and other documents for client meetings. Perform data entry, filing, and other administrative tasks to support the Wealth Advisors. Utilize Excel, Word, Outlook, and PowerPoint for various tasks. Maintain accuracy and attention to detail while managing high-volume client interactions. Provide exceptional client service by ensuring timely and accurate responses to client inquiries. Collaborate with the Wealth Advisors and support staff to deliver optimal client experiences.

Qualifications and Requirements:

Bachelor's degree. Over 40 year of professional and internship experience.

Able to learn about the new Series 65 or 66, the updated CRM and Salesforce.program systems, and obtain this certification. Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint. Excellent organizational and communication skills. Detail-oriented and able to handle high volumes of client interactions. Prior experience in the financial services industry or individual wealth management is preferred. Very motivated for learning about Boutique Recruiting.

WORK EXPERIENCE

It starts with the Tecnica de Ingenieria Puerto Ordaz's as shareholder, crousing different Companies, Corporation and Not Profit Organizations.

Autozone (Front Desk Representative and Seller), Telepreformance (Agent Call Center Representative), Allied Coleman (Warehouse Custodian Storage Assistant), Tropical Assembler (Electronic parts Production Line Controller), Funky Buddha Constellation (Production Beers and Runs Controller), Health Together (Health Insurance Representative Seller), IMI International Medical Instruments (Medical Production Line I), Sixt Rent A Car LLC (Fleet Cars, Vans, SUV Stock Controller), The Recovery Place (Housing Dep Manager), Applied Card Systems (Commercial Building Main Sup), US DENTAL DEPOT (Dental Warehouse Supervisor), Walmart Neighborhood Market (Cash Controller), Pompano Aegean Condo Assoc Inc (Res. Building Main Sup), Fairfield Properties and Residential (Res Build Main Sup), AAA Apartment Staffing (Res. Build Main Sup), Precise Access Control (Elect Door Main and Installer), Asociacion Civil SUMATE, (Volunteer), Petroleos de Venezuela, PDVSA (Warehouse and Financial Manager), Tec. de Ingenieria Puerto Ordaz whit Funvica (Shareholder, Co-Owner and Contractor), Liceo Manuel Piar English Teacher (Substitute).

EDUCATION

Bachelor Degree Business Administration in Marketing Caracas-Venezuela 2001

Associate Degree Business Administration in Marketing Caracas-Venezuela 1993

SKILLS

Quality Auditing, Warehouse Management, Finance Controller, Administrative Assistance at Management Level, Marketing Plan and Communications, Capacity Analysis, Quality Controller, Budgets, Audits, Payments, Working as a Team, Customer Services, Leadership, Business Management, Microsoft PowerPoint, Administration, Business Leadership and Management, Leadership Team Motivation, Planning, Strategy, Audits, Budgets, Customer Service, Marketing, Negotiation, Training, Coaching, Management of time, Supervisor, A/R Collections and A/P Payable, Team Building, Mentoring, Public Speaking, Electronic Learning, payments, business, Implementation, Recruitment, Procurement.