Pedro Ledezma Rivera
Client Associate
Celaya, Guanajuato,GUA
Summary
Accomplished Client Associate at Schneider Electric, demonstrating exceptional customer service and problem-solving skills. Excelled in building client loyalty, spearheading energy planning support, and mentoring staff, significantly enhancing team collaboration. Proven track record in both psychological assessment and investment advice, showcasing a unique blend of analytical and interpersonal skills.
Overview
12
12
years of professional experience
Work History
Client Associate
Schneider Electric, Sustainability Business
01.2016 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Provided specialized energy planning support for clients with diverse portfolios and individual needs.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial budgeting, conducting energy market research, and completing trades and transactions to assess and meet energy procurement goals.
- Trained and mentored junior analysts and support staff to generate ideas, share knowledge and grow firm.
Psychologist
Human Developing Center
04.2012 - 05.2015
- Used therapeutic communication techniques to build rapport and guide discussion with patients.
- Conducted thorough psychological assessments using various testing methods to provide accurate diagnoses and inform treatment strategies.
- Facilitated psychoeducational workshops for patients and families, increasing understanding of mental health issues and available resources.
- Interviewed, observed, and surveyed patients to gain necessary information for psychological diagnosis.
Education
Bachelor of Science - Psychology
Universidad De Guanajuato
León, Guanajuato, Mexico 05.2001 -
Skills
Compliance Awareness
Mutual funds
Investment advice
Performance Tracking
Financial Planning
Teamwork and Collaboration
Customer Service
Problem-solving abilities
Decision-Making
Languages
English
Advanced (C1)
Interests
Mentoring
Building collaboration across teams
Training staff
Additional Information
Highly proactive to resolve day to day problems and ensure internal and external clients satisfaction.
Videogaming, reading about mentoring topics
Big fan of the Legend of Zelda series and video-games that requires fast decision making and strategy changes. Mentoring topics are on my radar as these are extremely helpful for my Client Associate position as a big part of managing energy programs is very similar to mentor people as i have to guide them through their own process to understand how to achieve their personal / company goals.
Timeline
Client Associate
Schneider Electric, Sustainability Business
01.2016 - Current
Psychologist
Human Developing Center
04.2012 - 05.2015
Bachelor of Science - Psychology
Universidad De Guanajuato
05.2001 -
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