Nestor Semilla Jr

NESTOR SEMILLA JR CLIENT SERVICES MANAGER CONTACT --Talisay City, Cebu PH linkedin.com/in/nessemilla EDUCATION BS - Psychology University of San Jose Recoletos – March 2019 PROFESSIONAL OVERVIEW With extensive experience as a Senior Client Services Officer and Implementation Specialist, I have built a strong track record in Australia's Financial Planning Services industry. Currently, I serve as the Client Services Manager at a leading Australian Financial Services firm. In my previous role as an Implementation Specialist, I played a key role in assisting Financial Advisers by transforming their advice into practical, actionable client strategies. My expertise lies in driving efficient processes and ensuring seamless execution of client solutions. WORK EXPERIENCE Client Services Manager Freelance, October 2024 – January 2025 SKILLS • • • • • • Data Management Customer & Client Services Financial Planning Assistant Wealth Management Tech-Savvy Proficient in Microsoft Office REFERENCE Allison Dunn Regional Client Services Manager – Findex Australia Pty Ltd - Mira Jauculan Client Services Manager ABSFP - Chiara Lei Quilapio Senior Client Services Officer – Findex Australia Pty Ltd - I provide dedicated support to Financial Advisers and Planners within the Financial Planning Services industry in Australia. My role includes preparing for client-adviser meetings, managing post-meeting follow-up actions, preparing and submitting forms, and inputting client information into financial planning software like Plutosoft. Additionally, I transcribe file notes, maintain databases, conduct and compile product research, gather insurance quotes, and handle various other tasks as needed to ensure smooth and efficient operations. Senior Client Services - Team Lead Cloudstaff- Findex Australia Pty Ltd, November 2023 – October 2024 Managing a team of Senior Client Services Officers offshore, I oversee their implementation of advice from SOA/ROA prepared by Wealth Management Financial Advisers, assisting with questions and tasks. Additionally, I provide support to Wealth Management Financial Advisers in implementing their advice from SOA/ROA. My responsibilities include preparing implementation forms and compliance documents, formatting SOA/ROA documents, following up with clients via emails or phone calls, updating client details and financial information in Xplan, preparing fee and lodging forms on platforms, and escalating client concerns or issues with fund providers. NESTOR SEMILLA JR CLIENT SERVICES MANAGER CONTACT --Talisay City, Cebu PH linkedin.com/in/nessemilla EDUCATION BS - Psychology University of San Jose Recoletos – March 2019 SKILLS • • • • • • Data Management Customer & Client Services Financial Planning Assistant Wealth Management Tech-Savvy Proficient in Microsoft Office REFERENCE Allison Dunn Regional Client Services Manager – Findex Australia Pty Ltd - Mira Jauculan Client Services Manager ABSFP - Chiara Lei Quilapio Senior Client Services Officer – Findex Australia Pty Ltd - WORK EXPERIENCE Senior Client Services Officer - Implementation Specialist Cloudstaff-Findex Australia Pty Ltd, May 2022 – November 2023 I assist Wealth Management Financial Advisers in implementing their advice from SOA/ROA. My responsibilities include preparing implementation forms and compliance documents, formatting SOA/ROA documents, communicating with clients via emails or phone calls, updating client details and financial information in Xplan, preparing fee and lodging forms on platforms, following up with fund providers, and escalating issues or client concerns as needed. Client Services Officer SMSF Paraplanners (QWRK)-CA FSG , January 2021 – May 2022 I provide support to Financial Advisers/Planners in the Financial Planning Services industry in Australia. My responsibilities encompass client-adviser meeting preparations, managing post-meeting actions, preparing and submitting forms, entering client details into financial planning software such as Xplan, transcribing file notes, managing databases, conducting and compiling product research, gathering insurance quotes, and various other tasks as needed. Technical Support Specialist Concentrix-Intuit Quickbooks, September 2020 – January 2021 I provide support to small business owners and accountants using Intuit QuickBooks - Accounting software. My responsibilities include offering technical assistance and aiding users with accounting tasks such as inventory management, payroll processing, tax filing support, invoicing, bank account tracking and reconciliation, expense management, budgeting, payment processing, and managing accounts receivable and accounts payable through Intuit QuickBooks Desktop.. NESTOR SEMILLA JR CLIENT SERVICES MANAGER CONTACT --Talisay City, Cebu PH linkedin.com/in/nessemilla EDUCATION BS - Psychology University of San Jose Recoletos – March 2019 SKILLS • • • • • • Data Management Customer & Client Services Financial Planning Assistant Wealth Management Tech-Savvy Proficient in Microsoft Office REFERENCE Allison Dunn Regional Client Services Manager – Findex Australia Pty Ltd - Mira Jauculan Client Services Manager ABSFP - Chiara Lei Quilapio Senior Client Services Officer – Findex Australia Pty Ltd - WORK EXPERIENCE Financial Planning Assistant VBP-RI Advice, April 2019 – September 2020 I assist Financial Advisers/Planners in the Financial Planning Services industry in Australia. My responsibilities include preparing for clientadviser meetings, managing post-meeting actions, preparing and submitting forms, inputting client details into financial planning software such as Xplan, transcribing file notes, managing databases, conducting and compiling product research, gathering insurance quotes, and handling various other tasks as required.