Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Lovely Muchuelas

Toronto,ON

Overview

9
9
years of professional experience

Work History

Financial Advisor

World Financial Group, Inc.
06.2021 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Administrative Assistant

ERD Financials
12.2018 - 05.2021
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Scheduled office meetings and client appointments for staff teams.
  • Executed record filing system to improve document organization and management.

Customer Service Representative

Four Arrows
03.2015 - 11.2018
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Education

Bachelor of Science - Business Administration

Mindanao State University
Philippines
06.2008

Skills

  • Customer Service
  • Problem-solving abilities
  • Active Listening
  • Data Entry
  • Customer Relations
  • Computer Proficiency

Languages

English
Professional Working
Tagalog
Native or Bilingual

References

Allaine Anne Arriate

Personal Support Worker

VHA Home Healthcare

Tel # +16474499276


Dalisay Cuico

Chief Executive Officer

ERD Financials

Tel # +17788467856


Josefa Diwa Cellona

Marketing Director

World Financial Group

Tel # +16472899190

Timeline

Financial Advisor

World Financial Group, Inc.
06.2021 - Current

Administrative Assistant

ERD Financials
12.2018 - 05.2021

Customer Service Representative

Four Arrows
03.2015 - 11.2018

Bachelor of Science - Business Administration

Mindanao State University

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Lovely Muchuelas