Nestor
Senior Client Service Associate (Financial Planning Industry)
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $5.80/hour ($1,120.00/month)
Bachelors degree
Last Active
June 6th, 2026 (3 days ago)
Member Since
July 31st, 2024
Profile Description
As a Senior Client Service Associate supporting Australian Financial Advisers, I assist in managing client review and implementation processes to ensure accurate and timely execution of financial strategies. I handle preparation and organization of compliance documents, coordinate with providers for superannuation, insurance, and investment accounts, and ensure all client records are updated in CRM systems such as FIN 365, Worksorted and Trello. I also conduct follow-ups through
Top Skills
Accounting » Financial Accounting
Experience: 6 months - 1 year
On my experienced as a trainee in one of the accountinf firms in the city, i have always been get commended by the regular employees because of the work I have put into the firm, i am excellent at bookkeeping, doing cash disbursement, encoding transactions and etc and now I get an offer from them
Other Skills
Basic Information
- Age
- 26
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Tests Taken
- IQ
- Score: 110
- DISC
- Dominance: 27%
- Influence: 23%
- Steadiness: 23%
- Compliance: 27%
- English
- C1(Advanced)
- Government ID
- Sign Up with Pro Account to View
You have successfully pinned this profile! You can manage pinned profiles in your Employer dashboard.
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.