INGRID BIBIANA AYA AGUDELO
Miami,Florida
Summary
Self-motivated, Wealth Management Relationship Officer with 10 years of experience. Detail oriented individual who exemplifies professionalism and the ability to manage multiple projects by multi-tasking. Demonstrated history of successful wealth management while providing innovative and efficient resolutions. Exceptional leadership and the ability to work with people from various backgrounds, while implementing team values. Top rated customer service that specializes in customer retention, satisfaction, loyalty, productivity and team player to contribute to success of any institution.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Operations Professional Representative
ACP Securities, LLC
07.2017 - 09.2023
- Assist FAs in acquiring, servicing and retaining clients to deliver agreed business goals within overall framework of Latin America Market business strategy.
- Deals with day-to-day matters across range of services and products.
- Acting as liaison between Custodians, Product Specialist and clients.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Collected, arranged, and input information into database system
- Evaluated customer needs and feedback to drive product and service improvements
- Managed over 15-20 customer calls per day.
- Interacted with customers by phone, email, or in-person to provide information
- Collaborated with various departments to complete assigned tasks
Senior Relationship Manager
GRA Investment Advisors, LLC
08.2015 - 02.2017
- Assist the Managing Partner in acquiring, servicing and retaining clients to deliver agreed business goals within the overall framework of the Latin America Market business strategy, especially Argentina, Uruguay
- Deals with day-to-day matters across the range of services and product
- Acting as liaison between Custodians, Product Specialist and clients
- Problems solving and management of client overall request and ongoing issues to the client's requests.
Senior Relationship Officer
Royal Bank of Canada Wealth Management
03.2005 - 08.2015
- Assist the Senior Manager and / or Relationship Manager in acquiring, servicing and retaining clients to deliver agreed business goals within the overall framework of the US, Caribbean, Latin
- America, Europe and Asia Market's business strategy and operating model
- Deals with day-to-day matters across the range of services and product
- Acting as liaison between Senior Manger, Specialist Products areas and clients
- Fully accountable for processing daily operations, transactions on client's accounts and documents (account openings, updates, investment accounts, credit, etc) Following up on all tasks from start to end
- Problems solving and management of client overall request and ongoing issues to the client's requests
- Involvement and responsibility in completing Marketing team projects, such as PEP
- PRM, and KYC
- My outstanding performance and dedication throughout these 10 years has led into promotions, recognitions from the company and from the clients.
Human Resources Assistant
Productos Roche S.A
11.2002 - 01.2005
- Responsible for providing full administrative support to the HR Managers and Officers
- Also involved in the day to day-to-day running of the HR office
- Ensuring the department complies with all recruitment Policies, Laws, and Regulations
- Writing up professional job adverts
- Putting together new employee starter packs
- Maintenance of the HR records and systems
- Keeping track of any employee anniversaries and awards they are due
- Developing reports for senior HR Officers on staff sick leave, absences and holiday leave
- Screening phone calls, emails, letters and personal visits
- Providing professional advisory support to company employees
- Interpreting and clarifying the companies HR policies & practices.
ELT Assistant
Pearson Colombia
11.1994 - 08.2000
Education
BBA - Business Administration, Human Resources Management
Universidad Central De Colombia
Bogota, Colombia12.2002
Skills
- Leadership
- Time management
- Dedicated team player
- Customer service skills
- Microsoft Office proficiency
- Computer literate
- Other language
- Computer literate
Certification
- Operations Professional Qualification Examination (Series 99)
Languages
Spanish
Native or Bilingual
Timeline
Operations Professional Representative
ACP Securities, LLC
07.2017 - 09.2023
Senior Relationship Manager
GRA Investment Advisors, LLC
08.2015 - 02.2017
Senior Relationship Officer
Royal Bank of Canada Wealth Management
03.2005 - 08.2015
Human Resources Assistant
Productos Roche S.A
11.2002 - 01.2005
ELT Assistant
Pearson Colombia
11.1994 - 08.2000
- Operations Professional Qualification Examination (Series 99)
BBA - Business Administration, Human Resources Management
Universidad Central De Colombia
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