Rey Angelo Jimenez

Experience

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  De La Salle University

  Jan 2000 - Mar 2007

  Cashier II

  As a Cashier II at De La Salle university;1. Properly handles all cash and non-cash transactions of the hospital, as well as, acts as custodian to doctors' professional fees.2. Accepts both cash and non-cash payments made by clients.3. Prepares cashier's report needed by the hospital to determine the hospital's income on a daily basis.4. Prepares both cash and checks deposit.5. Conducts audit on remittances from the parking lot, pharmacy, and central service's incomes.6. Acts as Head in the absence of our superior.7. Performs other responsibilities and duties that were assigned from time-to-time. Show less

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  E*TRADE Financial

  Mar 2007 - Dec 2010

  Financial Services Executive

  As a Financial Services Executive:1. Handles all Global Trading, Mainstreet Gold, StockPlans customers’ trading needs through inbound calls and emails.2. Properly handles all customers’ inquiries regarding their brokerage and bank accounts.3. Submits customers’ requests for processing.4. Researches customers’ pending requests.5. Conducts random coaching of other representatives.6. Conducts random quality audit on other representatives’ emails.7. Performs other responsibilities and duties that were assigned from time-to-time. Show less

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  Thomson Reuters

  Dec 2010 - Sept 2018

  The Senior Customer Support Executive is responsible for providing effective and courteous support to customers in relation to their Refinitiv’s product or service. This includes active focus on enquiry resolution, a positive customer focused attitude at all times and ensuring that all the necessary action is taken to resolve a customer's enquiry. The Senior Customer Support Executive also act as primary support to his teammates. As a Customer Service Executive at Thomson Reuters, I am responsible for providing effective and courteous support to customers in relation to their Thomson Reuters' product or service. This includes active focus on enquiry resolution, a positive customer focused attitude at all times and ensuring that all the necessary action is taken to resolve a customer's enquiry.

  • Senior Customer Service Executive

    Apr 2018 - Sept 2018

  • Customer Service Executive

    Dec 2010 - Apr 2018
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  Refinitiv

  Oct 2018 - Sept 2024

  The Workflow Specialist focuses on providing specialized financial market support to our customers. This role provides 3rd level customer helpdesk support to external clients as well as direct engagement with privileged users from strategic accounts, acting as a point of reference for internal stakeholders, and actively looking to engage with any trading customers where possible. Key requirements of the role are to deliver exceptional levels of service through skills and knowledge associated with our product offerings, our content across platforms, as well as the Financial Markets. The ability to communicate clearly, articulately and with confidence to share this knowledge with our colleagues and clients is critical to this role. The role leverages innovative technologies to ensure global consistency of support tasks. Show less

  • Financial Markets Specialist

    Jan 2019 - Sept 2024

  • Senior Customer Service Executive

    Oct 2018 - Dec 2018
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  LSEG (London Stock Exchange Group)

  Sept 2024 - now

  Customer Success Manager

  As a Customer Success Manager, I play a pivotal role in ensuring the success and happiness of our valued clients. I serve as their trusted advisor, guiding them through every step of their journey with our services. The CSM plays a critical role in both sales and account management by encouraging strong and long-term relationships with clients, delivering exceptional support, drive customer retention, expansion, and advocacy.Role Overview:Relationship Building: Develop and nurture strong, long-lasting partnerships with clients, becoming their go-to resource for all things related to our solutions.Onboarding and Implementation: Own the onboarding process for new clients, ensuring a smooth product set-up, transition, and successful implementation of our solutions.Training and Support: Provide ongoing training and support to clients, helping them increase the value of our products and achieve their business objectives.Upselling and Cross-selling: Find opportunities to upsell or cross-sell additional products or services based on client needs and usage patterns.Monitoring and Analysis: Monitor key usage metrics and customer health indicators to proactively identify any issues or areas for improvement.Voice of the Customer: Advocate for the needs and priorities of our clients internally, influencing product development and strategic decision-making.Collaboration: Collaborate closely with sales, account management, marketing, and product teams to ensure alignment, drive customer success initiatives, and develop strategies for customer retention and expansion.Feedback and Iteration: Conduct regular check-ins and business reviews with key partners, capture feedback from clients and internal teams to continuously improve our products, processes, and service delivery.Industry Expertise: Stay informed and keep abreast of industry trends, standard processes, and competitive landscape to provide valuable insights and recommendations to clients. Show less