Client-Focused Financial Services Professional with Operational

Giselle Calimlim

Business & Finance Associate

*********@*****.*** • 310-***-****

• Chandler, AZ 85224

Profile

Results-driven professional with extensive experience in financial services, client relationship management, and operational process improvement. Proven history of delivering exceptional client support at top-tier firms, including Charles Schwab and Vanguard. Skilled in analyzing financial data, streamlining workflows, and ensuring strict regulatory compliance while enhancing customer satisfaction. Demonstrates strong adaptability, initiative, and collaborative problem-solving in fast-paced and high-stakes environments. Adept at leveraging data insights to drive business decisions and optimize operational efficiency.

Areas of Expertise

Financial Analysis & Reporting

Client Relationship Management

Data-Driven Decision Making

Investment & Portfolio Guidance

Regulatory Compliance (FINRA & SEC)

Process Improvement & Optimization

Operational Efficiency/Performance Metrics

Problem Solving & Conflict Resolution

CRM/Financial Platform Expertise

Cross-Functional Collaboration

Risk Assessment & Mitigation

Communication & Presentation

Professional Experience

Charles Schwab 2025 – 2025

Financial Service Representative

Guided clients through account transactions, investment options, and platform navigation, with focus on ensuring full compliance and accuracy. Maintained and updated client records with focus on ensuring accuracy and confidentiality of sensitive financial information. Identified client needs and recommended appropriate products and services to enhance financial goals and portfolio performance.

Selected Accomplishments:

●Exceeded performance targets for client satisfaction and response times while demonstrating reliability and efficiency.

●Resolved complex account issues promptly, delivered high-quality client support, and enhanced customer satisfaction.

●Optimized operational processes and maintained strict adherence to FINRA and SEC regulations.

Vanguard 2025 – 2025

Financial Service Representative

Assisted investors with account maintenance, fund transfers, and portfolio inquiries across multiple product lines, with focus on ensuring seamless client experiences. Clearly communicated investment and retirement account details while enhancing client understanding and engagement. Reviewed client portfolios and offered recommendations for diversification and risk management.

Selected Accomplishments:

●Supported data-driven decisions and internal reporting by capturing and analyzing client feedback and operational trends.

●Improved efficiency and reduced response times by streamlining call processes in collaboration with cross-functional teams.

Delta Air Lines – Phoenix, AZ 2016 – 2024

Flight Attendant

Ensured passenger safety by delivering clear pre-flight briefings, monitoring seat belt compliance, and managing in-flight emergencies, including medical situations and turbulence. Collaborated with flight crew and ground personnel to execute safety procedures, meal services, and in-flight updates efficiently. Maintained cabin order, cleanliness, and onboard security by adhering to set protocols and conducting vigilant checks. Prepared flight logs/incident reports while ensuring compliance with safety and regulatory requirements.

Selected Accomplishments:

●Provided exceptional customer service, including addressing special requests, resolving inquiries promptly, and fostering comfortable and positive travel experience.

●Promoted in-flight sales of food, beverages, and duty-free products aimed at enhancing revenue and passenger satisfaction.

●Delivered first aid and medical assistance during emergencies with emphasis on ensuring passenger health and safety.

●Completed post-flight checks to maximize operational integrity and readiness for subsequent flights.

GoDaddy – Tempe, AZ 2015 – 2016

IT Representative

Delivered first-line technical support across software, hardware, and network issues via phone, email, and chat, while ensuring positive customer experiences. Developed and maintained internal documentation, FAQs, and troubleshooting guides. Guided customers through setup and configuration of GoDaddy services, including web hosting, domain registration, email solutions, and website launch.

Selected Accomplishments:

●Reduced customer downtime and improved system reliability by resolving website, hosting, and domain-related issues.

●Enhanced service quality by staying up-to-date on GoDaddy products and providing accurate, informed guidance to clients.

●Identified recurring issues, recommended process improvements, and engaged with team members to optimize workflows.

●Monitored system performance to ensure service stability and reported potential issues to senior IT teams.

●Escalated complex technical issues to higher-level support teams to ensure timely resolution.

●Supported revenue growth by identifying upsell opportunities, including SSL certificates, hosting upgrades, and additional security features.

The Joint – The Chiropractic Place, Orange, CA 2014 – 2015

Clinic Manager

Oversaw daily clinic operations while ensuring smooth scheduling, patient flow, and compliance with company policies and healthcare regulations. Provided daily performance reports to doctors, highlighting patient feedback, sales metrics, and financial transactions to support informed decision-making. Monitored clinic financials, including billing, accounts receivable, and expense management.

Selected Accomplishments:

●Promoted to Clinic Manager in recognition of exemplary leadership and operational results.

●Drove patient acquisition and revenue growth across three clinics by implementing targeted marketing campaigns.

●Maintained high patient satisfaction by resolving complaints and fostering a positive care experience.

●Developed and executed strategies to attract new patients while consistently achieving strong sales performance.

●Streamlined clinic operations by managing staff schedules, task assignments, payroll, and inventory management.

Additional Experience

Head Sales Personnel 2012 – 2014

Image Gear Incorporated – Fullerton, CA

Customer Service Representative 2010 – 2012

Aarons Sales & Lease – Yucca Valley/Inglewood, CA

Education

High School Diploma Focus: Accelerated Learning and Personal Development

Tempe Accelerated High School – Tempe, AZ

Languages

●English – Fluent Tagalog – Fluent

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