Dębica, Podkarpackie, Poland
I am a finance and customer support professional with experience in working with mutual funds, ETFs, and a wide range of client financial operations. I have a strong understanding of financial processes, including transaction handling, payments, transfers, tax-related calculations (gross, net, and post-tax amounts), and accurate processing of sensitive financial documentation. I am highly skilled in client verification (KYC), account management, and ensuring compliance with financial regulations. I regularly support customers with account access issues, platform navigation, and general financial inquiries, always aiming to deliver clear and efficient solutions. One of my key strengths is quickly identifying the root cause of issues and finding effective solutions, even in complex or time-sensitive cases. I work efficiently under pressure while maintaining accuracy and attention to detail in all financial tasks. I also value strong collaboration and communication, and I build positive relationships with both colleagues and customers. This helps me contribute to a supportive team environment and ensures a high level of customer satisfaction. Overall, I am motivated by working in finance-related environments where precision, problem-solving, and customer trust are essential.
Supported clients and broker-dealers with inquiries related to mutual funds and ETFs, ensuring accurate and timely resolution of requests. Processed transfers, payments, and check requests, including proper routing of cases to relevant departments. Performed calculations of gross, net, and post-tax amounts with high attention to accuracy and compliance. Conducted full KYC (Know Your Customer) verification processes and maintained up-to-date client records. Assisted customers with account access issues and website navigation, improving overall user experience. Distributed tax forms, account statements, and other sensitive documentation securely in accordance with company procedures and regulatory requirements.
Managed the sale and distribution of berries across Dalarna County, ensuring accurate daily preparation and allocation of required quantities. Conducted quality control checks to maintain product standards and freshness. Prepared and updated pricing information in line with market and company guidelines. Supervised and coordinated a team of drivers and sales representatives, ensuring efficient delivery operations and smooth daily workflow
Picking up incalls to solve customers technical problems with their accounts Using Jira, Iris, SMS, Conviva, Salesforce, Microsoft 365 Responding for customers e-mails Reporting unsolved problems for Technical Department Communicating with other team members and team leaders constantly Taking care of customers satisfaction using soft skills in the same time keeping all the standards of company
Selling electronics in the store and online Achieving sales goals Personal contact with a customer Maintaining good relationships with customers Fixing mobiles and laptops Mailing, picking-up incalls, Putting up advetisements