Nicole Acta

Experience

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  Troncoso y Cáceres

  Mar 2011 - Jul 2014

  • Intellectual Property Lawyer

    Jun 2013 - Jul 2014

  • Paralegal

    Mar 2011 - Jun 2013
• 

  TMF Group

  Nov 2015 - May 2017

  Legal Services Manager

  • Managed transactional opportunities through the service cycle, starting with the formation of different entities (trusts and companies).• Engaged with corporate partners to gather required information for client assistance.• Worked with international (local) offices to determine the best execution strategy for standard transactional services.• Maintained the internal CRM record and ensure company and trust information (including client due diligence) is up to date with internal policies and AML legislations.• Contacted country Managing Director/departmental leads to discuss any out-of-scope work and agree prices/timelines for delivery.• Monitored, double checked, and reported monthly all opportunities created to ensure all information is correct for Finance Department’s review. Show less

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  Corpag

  May 2017 - Jul 2020

  • Consulted with international offices in dealing with all (annual) legal, tax, financial and corporate matters for client entities such as board resolutions, shareholder meetings, agreements.• Kept client entities in compliance with AML legislation by conducting periodical reviews, obtaining any pending or outdated document.• Communicated directly with clients, (tax) advisors, lawyers, other professionals and Corpag offices worldwide.• Pursued commercial opportunities and expand the business with existing or new clients.• Met with existing and prospective clients to discuss their needs in correlation to our services. Show less

  • Senior Relationship Manager

    Feb 2020 - Jul 2020

  • Account Manager

    May 2017 - Feb 2020
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  CT Corporation

  Jul 2020 - Jul 2024

  • Develops and monitors strategic business plans, goals, and objectives to effectively guide the team; implementing action plans with staff to lead them to achieve individual and team goals and objectives, including delivering an excellent customer experience, and retaining existing customers.• Supervises invoicing processes in order to reduce billing revisions; training, developing, and directing team members to provide excellent, high-level consultative customer support through all corporate service processes; and fostering positive working relationships between team members and other internal departments.• Maximizing team member productivity for delivering revenue; providing continuous feedback to the team through coaching and one-on-one observations; helping the team to understand and manage organizational changes; and aligning all activities with the organization’s goals, vision and missions.• Monitors and improves team performance metrics by evaluating performance and contributing to the overall financial health of company; reviewing and analyzing metric reports (e.g., data related to speed, quality, reliability, accuracy, customer experience, financial performance) to identify improvement opportunities.• Guiding efforts to retain current CT customers and acting as a point of escalation for client concerns or questions.• Leads a team of professionals by monitoring key performance indicators and team member activity; analyzing data to identify exemplary performance and development opportunities. Show less • Served as the primary point of contact for service delivery, providing concierge-level attentiveness and responsiveness to over 500 client entities worldwide.• Contacted clients on a regular basis and maintain positive working relationships.• Provided strategic direction and leadership for all services and built collaborative internal and external relationships to provide a seamless experience for the client.• Leveraged a consultative customer service approach to identify and understand customer needs, challenges, and goals so that CT can deliver a differentiated solution that is tailored to the individual customer; identified and drove additional revenue as a result of the consultative service delivery.• Managed customer requests through its lifecycle by gathering information to answer customer questions (e.g., billing inquiries, existing services, new services); providing subject matter knowledge to help customers reach business decisions.• Participated in the maintenance and growth of business by promoting the identification of upsell/cross-sell opportunities by staff for the full array of Global products. Show less

  • Manager, Global Customer Success

    Nov 2021 - Jul 2024

  • Senior Account and Relationship Executive

    Jul 2020 - Nov 2021
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  Corpag

  Jul 2024 - now

  Client Director