Ivette Bedolla
Menifee,CA
Summary
Dynamic client service professional with a versatile background in finance, real estate, insurance and hospitality. Skilled at managing high-net-worth portfolios, navigating complex transactions, and building lasting client relationships. Bilingual (Spanish/English) communicator committed to delivering exceptional service and operational excellence in fast-paced environments.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Director of Client Services
Axiom Financial & Insurance Solutions
2014 - Current
- Manage administrative operations for high-net-worth client portfolios, ensuring confidentiality and compliance with regulatory standards.
- Facilitate client communications across multiple brokerage and insurance platforms, enhancing service satisfaction and retention.
- Maintain CRM database integrity by inputting sensitive client data, appointment schedules, and interaction logs.
- Prepare comprehensive client reviews, risk assessments, and financial models to support advisors’ strategic planning.
- Strengthen client loyalty through proactive relationship management and superior service delivery.
Realtor
First Team Real Estate
01.2021 - 01.2025
- Guided buyers and sellers through all stages of real estate transactions, from contract negotiation to closing.
- Coordinated efforts between clients, lenders, escrow officers, title companies, inspectors, and appraisers to streamline sale processes.
- Developed marketing strategies including MLS listings, open houses, and digital campaigns to maximize property visibility and drive sales.
Education
High School Diploma -
Southwest High School
San Diego06-1993
Skills
- Salesforce
- E-Money
- Microsoft Suite
- Data Managements Systems
- Client Relationship Management
- Risk Assessment
- Compliance Management
- Highly Organized
- Strong Written & Verbal Communication
- Strategic planning
- Revenue growth
- Task prioritization
- Strong verbal and written communication
- Documentation and reporting
- Financial management
- Team collaboration
Certification
- Life & Health Insurance License, 1844728
- Real Estate Salesperson License, 1369295
Skills And Abilities
Salesforce, Wealthscape, E-Money, Microsoft Suite, Data Management Systems, Client Relationship Management, Cross-Functional Coordination, Risk Assessment, Compliance Management, Transaction Management, Adaptable, Highly Organized, Self-Motivated, Strong Written & Verbal Communication
Personal Information
Title: Director of Client Services
Leadership Experience
Ability to manage multiple projects simultaneously and meet tight deadlines, while maintaining the highest standards of quality.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Realtor
First Team Real Estate
01.2021 - 01.2025
Director of Client Services
Axiom Financial & Insurance Solutions
2014 - Current
High School Diploma -
Southwest High School
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