GIRLIE BACACAO
CLIENT SERVICES ADMINISTRATOR
Being extremely reliable, greatly motivated,
able to deal with complicated tasks,
CONTACT--
Sitio Lahara, Ilang-Ilang St. Brgy.
Lagtang, Talisay City, Cebu
creating quality and timely working results.
EXPERIENCE
CLIENT SERVICES ADMINISTRATOR
5 ELK | January 2021 - present
Prepare documents needed for client's
initial/review meeting
SKILLS
Email clients their month-end reports
Performs outgoing calls to obtain information on
Excellent Communication Skills
third party providers
Ability to adapt in a high paced
Update client information in CRM (Xplan,
working environment
Worksorted)
Email Management
Ability to manage upset customer,
conflicts and challenging situations
Strong work ethic
Great Attention to Detail
AFFILIATION
PREVIOUSLY REGISTERED
BROKER
Regulated by FINRA
CRD #:-
Prepare forms needed for signing (withdrawal,
Advice fee forms, CSA, etc)
Submit Switch Instructions in the Portal
(Implementation)
Ensure Implementation of
Investment/Super/Pension has been completed
Weekly Meetings with Advisers & Admin Team
EXPERIENCE - CONT'D
CUSTOMER SERVICE AGENT - INSURANCE ACCT
Sykes Asia Inc. | July 2017 - January 2021
Answer queries on clients Insurance Account,
EDUCATION BACKGROUND
BS MANAGEMENT ACCOUNTING
University of San Jose - Recoletos | SY-
Dean's List (2013)
provide product and service information
Process premium payments or billing request over
the phone
Process transactions (e.g Loans, Surrender, etc)
Review and identify requirements for Insurance
Claim
Document all call transactions according to
standard operating procedures
Identify and escalate issues to supervisors
REFERENCE
Route calls to appropriate areas
Carlo Cabilao
ACCOUNTING STAFF
Metro Cebu Harbor Pilot | Jul 2015 - Jul 2017
Performance Coach | 5 ELK--
Records day to day transactions in Cash Book
Journal
Lovely Joy Alferez
Updates A/R records; prepares statement, bills and
Team Member | 5 ELK
invoices; process payments
-
Respond to customer queries regarding
account/billing status
Mary Joy Cuenca
Team Member | 5 ELK-
