About
I have been working in client support, financial operations, and relationship management since at least 2020, most recently as a Client Account & Operations Specialist at Eml. With over 5 years of experience, I focus on delivering accurate service and building strong client relationships.
My work involves managing client accounts, resolving financial inquiries, and maintaining data accuracy using CRM systems. I have handled high volumes of client enquiries in banking environments, applied problem-solving skills to improve processes, and collaborated with compliance teams to ensure regulatory standards are met.
Experience
Client Account & Operations Specialist
Eml
Jul 2025 – Mar 2026
• Managed client accounts with a focus on service quality, accuracy, and relationship management
• Resolved complex financial and account-related inquiries, ensuring efficient and timely solutions
• Maintained and updated client data across multiple systems, ensuring accuracy and consistency
• Explained account information clearly to clients, supporting better understanding and decision-making
• Collaborated with operations and compliance teams to improve processes and reduce delays
Client Account ManagementData Management
Financial Services Representative
Natwest
Aug 2022 – Jun 2025
• Delivered high-quality client support in a fast-paced banking environment, handling high volumes of enquiries with strong accuracy, time management and professionalism
• Assessed client needs and escalated complex financial cases appropriately demonstrating analytical thinking, problem-solving, and sound judgement
• Built strong client relationships through clear communication, empathy, and consistent service delivery, strengthening customer trust and satisfaction
• Ensured strict compliance with regulatory and financial standards when handling sensitive information, showing attention to detail and integrity
• Identified recurring issues and contributed to process improvements, supporting operational efficiency and service quality enhancements
Client SupportFinancial ComplianceProblem Solving
Customer Experience Associate
ActivBank
Aug 2020 – Jul 2022
• Managed customer accounts and processed financial transactions, ensuring accuracy and following banking compliance rules
• Supported clients with issue resolution in a practical, solution-focused way, helping improve overall satisfaction and retention
• Reviewed client feedback to identify common issues and suggest improvements in day-to-day processes
• Stayed in regular contact with clients to resolve queries quickly and maintain strong working relationships
• Looked at customer behaviour patterns to spot trends and support better service and outreach decisions
Account ManagementFinancial TransactionsCustomer Issue Resolution
Skills
Team CollaborationProcess ImprovementProblem SolvingClient CommunicationRelationship ManagementMultitaskingConflict ResolutionAttention to DetailData ManagementCRM Systems