Cromwell De La Paz

Experience

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  MMR Photo & Sound Saving Center

  Dec 2009 - Dec 2010

  Philippine Team Manager

  I managed the business operations here in the Philippines while closely working with our foreign counterparts abroad.

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  RFP

  Oct 2010 - now

  Registered Financial Planner

  Provides clients advice regarding their personal financial matters by analyzing client needs and making recommendations on the best ways to manage their money.Advises and recommends clients financial products and services that are in line with their their financial goals.

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  Dell Technologies

  Mar 2011 - May 2012

  Client Technical Support Associate
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  HSBC

  Aug 2012 - Apr 2015

  Global Banking & Markets CPE FX/MM Associate

  Services top local and international companies, multinationals, and financial institutions in handling transactions involving the Dollar/Peso markets, as well as markets involving other major markets and major currencies.Provides timely and accurate information regarding movements in foreign exchange rates. Ensures to provide periodic updates on the foreign exchange and interest rate market.Ensure that foreign exchange trades are executed at the best price and settled at the least risk and cost. Daily activities involve: order matching and conversion to trade, clearing and settlement activity. Show less

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  Insular Life

  Sept 2013 - now

  Financial Adviser

  Provides clients advice on planning & achieving their financial goals through Insular Life's financial products & services.Analyzes and makes wealth management recommendations based on clients financial needs & goals.

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  Freelance

  May 2015 - now

  Real Estate Broker

  Provides clients finest selection of best, value for money real estate properties for any kind of budget. Provides top-notch service for buyers & sellers.

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  JPMorganChase

  Dec 2015 - Sept 2016

  Fraud & Recovery Specialist

  Investigated, evaluated and resolved credit card fraud cases in Consumer Banking.Recognized for demonstrating the Five Keys to a Great Customer Experience by Building Lasting Relationships, Doing the Right Thing and Exceed Expectations – JP Morgan Chase 2nd Quarter 2016

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  Global Learning Support

  Sept 2016 - Jan 2017

  Career Consultant

  Tapped potential and eligible candidates for continuing education programs sponsored by the Australian government.Provided support and guidance in crafting a learning path that specifically caters to the student’s chosen field of industry or profession.

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  ISupport Worldwide, Pacific Marketing International

  Feb 2017 - Feb 2020

  Retail Sales Support Specialist

  Maintained a high level of accuracy in the analysis & processing of high volume, time-sensitive orders using manual and automated processes. Continuously maintained and updated knowledge on procedures that are relevant to the process.Documented order management & order processing guidelines, processes and procedures for multiple accountsCollaborated with Order & Account Management teams in process improvement projects via weekly & monthly meetings Coordinated with overseas clients and sales managers by preparing daily operations reports.Able to exceed monthly, quarterly, annual reviews. Consistently able to hit monthly scorecard not lower than 95% Show less

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  TDCX

  Feb 2020 - Jun 2020

  Client Service Associate

  Provided B2B support to business owners, advertisers and ad agencies in creating, managing, and troubleshooting Ads via social media platform.

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  LSEG Data & Analytics

  Sept 2020 - now

  Sales Support

  Collaborate closely with Order Management Specialists (OMS) for order processing, credits procedures, Genesis, GRC systems, etc.Develop customers’ relationships to address administrative issues, working internal stakeholders to resolveCoordinate complex deals in collaboration with Account Managers and OMSSupport obtaining signed contracts and order forms from customersManage Free Trials for setup and extension (Eikon)Act as first line support for Account Managers on order process and system queriesSupport selling administrative activities: arranging customer meetings, running reports for sales meetings, respond to ad hoc data requests for sales management. In smaller sub-regions, sales associates may also support other customer engagement activities (e.g. sales event coordination)Play a supporting role in the annual price increase process – e.g. reporting on contractual exceptions and business exceptions Show less

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  ZSG

  Jan 2021 - Jul 2024

  Accounts & Operations Specialist

  • Assisted the Client Services Manager with day-to-day office tasks.• Responded promptly and professionally to incoming communications from customers (emails/calls).• Accurately captured all required information of customer concerns.• Maintained organized records and documents for reporting purposes.• Identified and summarized queries for Admin review on a daily basis.• Collaborated closely with the internal team/department to ensure customer account prioritization and met client SLA.• Worked with internal stakeholders by phone, email, or chat to resolve issues and other matters.• Performed other tasks as required by the client. Show less

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  Think Bullish

  Sept 2023 - Jan 2024

  Think Bullish (Sept 2023 – Jan 2024) –Client Success Specialist

  • Diagnosed and resolved client accounts for challenges• Devised and delegated actionable solutions• Regularly communicated with clients, providing updates and recommendations• Liaised with clients via Fresh Desk, email, SMS, and Discord• Managed inbound calls efficiently• Collaborated with the Director of Client Success• Coordinated with the team to ensure timely campaign launches and task completion• Reported daily metrics using Google Forms• Resolved issues with provided training• Tracked daily progress Show less

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  Negosyo University

  Feb 2024 - Jul 2024

  Business Advisor

  • Identified and qualified potential clients.• Presented sales proposals and value propositions to prospective clients.• Negotiated terms and conditions of sales agreements.• Overcame objections and closed sales deals.• Ensured all paperwork and documentation were completed accurately.• Provided ongoing support and follow-up to ensure client satisfaction.• Understood the products or services offered and how they met the client's needs.• Tracked and reported sales performance metrics.• Analyzed sales data to identify areas for improvement.• Worked closely with the sales team and other departments.• Shared feedback and insights to improve sales strategies and processes.• Addressed client concerns and ensured a positive sales experience.• Maintained accurate records of sales activities and client interactions.• Utilized CRM software to manage sales pipeline and client information. Show less