Doreen Tham

Experience

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  UOB

  Dec 2022 - Apr 2023

  Customer Service Loans and Investments Specialist

  -Responded to inbound calls and emails effectively, providing friendly and professional customer service while assisting customers with their inquiries-Resolved any issues or complaints customers may have efficiently, ensuring customer satisfaction -Accurately verified customer identity and personal information, preventing fraud-Expressed empathy to customers who experienced unsatisfactory service to retain them and establish customer loyalty-Demonstrated a high level of knowledge and understanding of the company's products and services to fully assist customers Show less

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  Fortitude Assurance Management

  Mar 2024 - Aug 2024

  Financial Services Intern

  Event Management: Established clear objectives, effectively managed budgets and resource allocation, coordinated logisticsMarketing: Supported content curation, crafting compelling content to enhance client engagement and expand reachClient Administration: Efficiently managed client data through meticulous spreadsheet organization and filing of claimsPolicy Summary: Simplified complex insurance policies into client-friendly documents and designed client portfolios using CanvaInvestments: Conducted thorough analysis of financial documents and performed evaluations of investment funds Show less