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MOSIAH ARGUETA RIVERA
Puebla
Summary
As Financial service my job is to help customers to provide a suitable option to either reconnect the services or maintain service, due to there financial struggles that customer may have, we provide a professional option such as making a payment or extend there service, As i do help the customers reviewing there account info and multitasking by providing ownership, empathy and how much we treasure having a customer with us
Overview
7
7
years of professional experience
1
1
year of post-secondary education
Work History
Financial Advisor
Alorica
Puebla
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial Account.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on extensions opportunities and/or making a payment to secure the service.
- Ensured compliance with industry regulations and company policies while serving clients best interests.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Rental Advisor Cars
Teleperformance
Puebla
02.2020 - 08.2021
- Streamlined rental processes for increased efficiency and improved customer experience.
- Maintained accurate records of available properties, facilitating efficient matching of clients to suitable rentals.
- Enhanced customer satisfaction by providing personalized rental assistance and recommendations.
- Conducted thorough property inspections, ensuring top-quality rentals for clients.
- Collaborated with team members to optimize rental operations and achieve company goals.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
Rental Advisor Truck
TELVISTA
Mexico City
01.2018 - 04.2021
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Conducted in-depth market research to identify emerging trends, enabling clients to capitalize on new investment opportunities.
Education
High School Diploma -
Bachillerato Pablo González Rivas
Puebla City, Puebla, Mexico 01.2015 - 07.2016
Skills
Financial Advising
Relationship building and management
Financial Services
Financial Planning
Education funds
Risk Assessment
Accomplishments
- Resolved service issue through making a extension.
- Achieved good survey through effectively helping with reactivating service.
- Documented and resolved by refunding money due to inconvenience which led to customer satisfaction and a good survey.
Additional Information
All of my years of helping customers has taught me to increase my potential in doing something more than just doing customers service, im interested in walking up the stairs in hoping that you would hire me as part of your company and i want to provide the company with more benefits and grow with the company.
Software
Languages
English
Advanced (C1)
Timeline
Financial Advisor
Alorica
11.2023 - Current
Rental Advisor Cars
Teleperformance
02.2020 - 08.2021
Rental Advisor Truck
TELVISTA
01.2018 - 04.2021
High School Diploma -
Bachillerato Pablo González Rivas
01.2015 - 07.2016
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