Client Services Manager / Senior Financial Planning Assistant

Verified

$8/hr

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Outline

Looking for Full-Time work (6 hours/day) at $8/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

Client Services & Financial Operations Manager with over 5 years of experience streamlining back-office operations, platform management, and strict statutory compliance within financial services. Combines an analytical Engineering background with deep expertise in wealth management workflows, maintaining an industry-leading 98% database hygiene score and 100% compliance adherence across complex regulatory frameworks (OFA/FDS). A proactive system-builder adept at converting high-volume technical administrative workflows into seamless, high-touch client experiences.

Skills & Experience

Skills

Custmer Service 5-10 Years

Google Workspace 5-10 Years

Data & Admin: Microsoft Excel, Data Visualization, Pivot Tables, Microsoft Word, Document Formatting, Virtual Assistance. 5-10 Years

• Microsoft 365 / Office 365 Administration (Exchange Online, Shared Mailboxes, Litigation Hold via PowerShell) 5-10 Years

Project & Case Management 5-10 Years

Experience highlights

Client Services Manager / Senior Financial Planning Assistant

VBP / Sinclair Financial Group · December/2021 – /

As Client Services Manager, I drove client onboarding, insurance administration, and OFA/FDS compliance while maintaining 98% CRM accuracy. I processed 50+ monthly technical implementations using XPlan, Netwealth, Praemium, BT Panorama, MyNorth, Acenda, MyProsperity, and Annature. Additional platforms and tools included TAL, AIA, Zurich, Macquarie, Google Workspace, and Microsoft Office 365.

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