Isabell Ahi
Cape Coral,FL
Summary
Results-driven professional with 6 years of experience in finance, customer service, and sales, with a proven track record of thriving in dynamic, fast-paced environments, including roles at UBS Switzerland AG. Experienced in working with customers, organizing daily tasks, and helping them run smoothly. Dedicated to making a meaningful impact, as evidenced by volunteer work with Lee County Domestic Animal Services. Motivated to bring strong work ethic and a diverse skill set to new opportunities.
Overview
7
7
years of professional experience
Work History
Office Manager
MZA Tech GmbH
08.2021 - Current
- Managed office operations, schedules, timesheets, and communication between the office and field.
- Oversaw hiring, onboarding, and employee documentation while maintaining organized administrative records.
- Coordinated materials ordering, inventory tracking, and vendor communication to support daily needs.
Volunteer
Lee County Domestic Animal Services
08.2024 - 08.2025
- Trained new volunteers to ensure smooth onboarding.
- Consistently received positive feedback from coworkers and clients.
- Gained valuable experience and found great satisfaction in collaboration with others.
Sales Associate
Momentum Solar
12.2024 - 07.2025
- Conducted in-home consultations with customers to assess energy needs and provide tailored solar solutions.
- Developed and maintained strong relationships with clients through effective communication and follow-up strategies.
Au-Pair
Cultural Care
04.2022 - 05.2024
- Developed strong patience in high-pressure situations.
- Managed scheduling and time responsibilities effectively.
Dialoguer
Corris
01.2022 - 04.2022
- Acquired conflict resolution techniques to manage and resolve disputes efficiently.
- Enhanced communication skills through effective interactions.
- Successfully recruited on average 20 new donors a day.
Customer Advisor for Corporate Clients
UBS Switzerland AG
08.2021 - 12.2021
- Initiating and maintaining customer data in accordance with legal requirements for anti-money laundering.
- Preparation of situational analyses for corporate clients regarding AIA and FATCA.
- Contacting customers via phone or in writing in the context of risk prevention.
- Preparation, dispatch and receipt control of customer documents while adhering to legal requirements.
- Monitoring and processing various pending matters.
Apprentice
UBS Switzerland AG
08.2018 - 07.2021
- Leveraged strong organizational and interpersonal skills to open and close over 150 client accounts, ensuring accuracy and compliance.
- Applied problem-solving abilities to address and resolve 95% of banking inquiries related to fees, payments, and account concerns, achieving a 98% client satisfaction rate.
- Conducted detailed property assessments for mortgage approvals.
- Enhanced client portfolios, achieving an average portfolio growth of 15% through tailored investment recommendations aligned with financial goals and risk profiles.
- Developed expertise in navigating country-specific financial regulations, ensuring 100% compliance in wealth management strategies for high-net-worth clients.
- Delivered customized solutions to international clients.
Education
GED -
Florida Online
10.2023
Bachelor of Business And Banking -
Zurich Business School
Zurich, Switzerland07.2021
Skills
- Customer Service
- Problem-Solving
- Time Management
- Account Management
- Relationship building
- Office administration
- Teamwork and collaboration
Languages
English
Native or Bilingual
German
Native or Bilingual
Swiss-German
Native or Bilingual
French
Professional Working
Albanian
Limited Working
Timeline
Sales Associate
Momentum Solar
12.2024 - 07.2025
Volunteer
Lee County Domestic Animal Services
08.2024 - 08.2025
Au-Pair
Cultural Care
04.2022 - 05.2024
Dialoguer
Corris
01.2022 - 04.2022
Office Manager
MZA Tech GmbH
08.2021 - Current
Customer Advisor for Corporate Clients
UBS Switzerland AG
08.2021 - 12.2021
Apprentice
UBS Switzerland AG
08.2018 - 07.2021
GED -
Florida Online
Bachelor of Business And Banking -
Zurich Business School