Clydenn

Client services for financial pl ---------- ing in Australia

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Overview

Looking for part-time work (4 hours/day)

at $5.06/hour ($480.00/month)

Bachelors degree

Last Active

July 1st, 2025 (316 days ago)

Member Since

March 20th, 2024

Profile Description

With comprehensive expertise in client services, my role encompasses everything from estate pl ---------- ing to debt management. My day-to-day responsibilities involve direct communication with clients, managing crucial documents like Financial Services Guides and Statements of Advice, and ensuring seamless advice implementation. My proficiency with systems like Xplan and AdviserLogic, coupled  empowers me to deliver top-tier support to Australian Financial adviser.

Top Skills

Experience: 5 - 10 years

Experienced in Data Entry work in CRM

Experience: 5 - 10 years

Other Skills

Basic Information

Age
36
Gender
Female
Website
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Address
TAGUIG CITY, Metro Manila
Tests Taken
IQ
Score:  112
Government ID
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“I have found someone who is smart, has a great work ethic and is easy to work with.”

Sara Brumfield

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