Vladimir De Guzman
Dubai
Summary
Driven administrator with a proven track record with previous employers, enhancing operational efficiency and client satisfaction. Expert in information management and administrative support, I significantly increased revenue by retaining clients and efficient new business processing through innovative digital solutions. Skilled in team collaboration and resourceful problem-solving, I excel in streamlining processes and exceeding service standards.
Overview
18
18
years of professional experience
Work History
Administrator
Globaleye Capital/NEBA Private Clients
12.2023 - Current
- Maintained client records and updated internal databases to support document management.
- Developed effective improvement plans in alignment with goals and specifications. Created digital solutions such as report template automation and Risk Profiling system.
- Gathered, organized and input information into digital database.
- Maintained database systems to track and analyze operational data.
- Keen review of KYC documents and following AML procedures.
- Handling New Business Applications and client servicing.
- Assisting IFAs to ensure all outstanding requirements are met.
Administrator
Brite Advisors
05.2020 - 11.2023
- Devised and implemented processes and procedures to streamline operations. Building document processes and automation.
- Keen review of KYC documents and following AML procedures.
- Handling New Business Applications and client servicing.
- Assisting IFAs to ensure all outstanding requirements are met.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Gathered, organized and input information into digital database.
Administrator
Mondial (Dubai) LLC
05.2014 - 04.2020
- Maintained client records and updated internal databases to support document management.
- Developed effective improvement plans in alignment with goals and specifications.
- Gathered, organized and input information into digital database.
- Maintained database systems to track and analyze operational data.
- Documenting and monitoring client transaction which includes new business applications, fund switches and dealings, withdrawals, top-ups, and other requests and coordinating with platform providers (e.g. FPI, Zurich International, OMI) to ensure that requests are being processed without delays.
- Creating reports (e.g. Emirates Provident Scheme Reports, Clawback Reports, Marketing Reports) and completing these within the required time frame. I created an automated report system using mailmerge with Microsoft Excel and Microsoft Word. The system increased the company's revenue from Emirates by 45% and decreased loss due to clawback by 50% as it provides faster solution to admin tasks.
- Researching/Data gathering based on Financial Consultant's needs. This includes fact sheet and illustration research.
- Performs as an IT personnel whenever the IT officer is not present in which I perform troubleshooting, setting up workstations, and providing connections.
- Creating/Designing company forms, brochures, and other marketing materials and also responsible for ensuring that the company's website and social media pages are up to date. I use ADOBE Photoshop, Illustrator, InDesign, Premier, and After Effects to perform these tasks.
Customer Service Representative /Logistics Coordinator
Aramex
04.2011 - 05.2014
- Investigated and resolved customer inquiries and complaints quickly.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Maintained up-to-date knowledge of product and service changes.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
Technical Support Specialist
Various
06.2006 - 11.2010
- Collaborated with supervisors to escalate and address customer inquiries or technical issues.
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
- Assisted customers in identifying issues and explained solutions to restore service and functionality.
- Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
- Managed high levels of call flow and responded to technical support needs.
- Generated reports to track performance and analyze trends.
- Cross-sell products introduced by the company to meet the customers' needs.
Education
Bachelor of Science - Computer Science
ICCT Colleges
Cainta, Philippines04.2006
Skills
- Executive Support
- Resourceful and Analytical
- Documentation And Reporting
- Information Management
- Presentation Creation
- Administrative Support
- Customer Service
- Program Oversight
- Technical Documentation
- Attention to Detail
- Deadline Adherence
- Team Collaboration
Accomplishments
- Used Microsoft Excel to develop Client Data management and automation of Suitability Reports.
- Successfully created and developed an online Report Generating system using Google Sheets and Google Docs.
Timeline
Administrator
Globaleye Capital/NEBA Private Clients
12.2023 - Current
Administrator
Brite Advisors
05.2020 - 11.2023
Administrator
Mondial (Dubai) LLC
05.2014 - 04.2020
Customer Service Representative /Logistics Coordinator
Aramex
04.2011 - 05.2014
Technical Support Specialist
Various
06.2006 - 11.2010
Bachelor of Science - Computer Science
ICCT Colleges
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