Raissa

Client Service Manager

Verified

mark as hired

Overview

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

at $5.90/hour ($560.00/month)

Bachelors degree

Last Active

March 9th, 2026 (65 days ago)

Member Since

August 13th, 2025

Profile Description

I’m currently employed as a Client Service Manager. I work closely with Financial Planners, primarily supporting Financial Planning firms based in Australia.

Over the years, I’ve gained solid experience using platforms such as XPLAN, Xeppo, CRM systems, Ontraport, MyProsperity, and other tools commonly used in the financial planning space. I also bring a background in banking operations, which adds depth to my understanding of financial services.

I also worked as a Team Leader in Learning and Development, and also as a Subject Matter Expert in customer service, where I focused on coaching, mentoring, and supporting both clients and tea ---------- mbers. That experience has shaped my approach to collaboration, problem-solving, and delivering consistent service.

I’m always open to learning and growth, and I’m keen to explore opportunities that allow me to build on this foundation.

Top Skills

Office and Administration » Leadership

Experience: 10+ years

Customer Support » Customer Relationship Management

Experience: Less than 6 months

Accounting » Financial Accounting » Xplan

Experience: 5 - 10 years

Marketing » CRM » Salesforce

Experience: 1 - 2 years

Real Estate » Appointment Setting

Experience: 5 - 10 years

Basic Information

Age: 37

Gender: Female

Website: Sign Up with Pro Account to View

Address: San Fernando, Pampanga

Tests Taken: None

Government ID: Sign Up with Pro Account to View

“I can't be happier!”

Brian McAlister

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- Shepard Humphries

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BENCHMARKS

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Controller Execution Time ( Jobseekers / Info )	0.0272
Total Execution Time	0.0287

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jobseekers/info/4402670

CLASS/METHOD

jobseekers/info

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0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0002	`SELECT * FROM notes WHERE employer_id = '0'`

HTTP HEADERS (Show)

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Raissa

Client Service Manager

Overview

Profile Description

Top Skills

Office and Administration » Leadership

Customer Support » Customer Relationship Management

Accounting » Financial Accounting » Xplan

Other Skills

Project Management » Asana

Office and Administration » Data Entry

Accounting » Financial Accounting » Financial Planning

Office and Administration » Administrative Support

Marketing » CRM » Salesforce

Real Estate » Appointment Setting

Basic Information