Responsible for telephone calls, assisting clients prior to being transferred to a representative, scheduling client meetings, and responding to client emails.
Consolidated various miscellaneous material costs by implementing a computerized system saving over $10,000 in yearly operating cost.
Strengthened operational efficiencies by developing organizational filing systems onto MS Office applications for confidential client records.
Supported sales leaders in scheduling customer meetings, booking travel and securing hotel accommodations.
Concierge Banker
Citibank
, CA
09.2022 - 06.2023
Advised high net worth clients on bank products, services and financial planning options.
Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
Complied to strict confidentiality protocols to maintain safety of customer and bank information.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Educational Consultant
Mathnasium Learning Center
Los Angeles, CA
12.2021 - 04.2022
Responsible for educating 25+ students entering facility throughout work day.
Utilized listening and questioning strategies to diagnose student needs and monitor progress.
Improved student learning by defining and articulating learning outcomes and analyzing performance metrics and measurements.
Handled various clerical duties and coordinated documents for branch managers.
Accounting Intern
Shahid Iqbal CPA
West Covina, CA
06.2021 - 09.2021
Entered and maintained clientele data and financial information for 30+ clients worth over $500,000 in annual revenue.
Assisted key staff accountants in scheduling appointments, organizing documents, and being a scribe for meetings.
Directed clients and responsible for answering telephone calls.
Processed payments, credits, and other transactions using company software applications.