De Jesus Catherine Dias
Schifflange
Summary
Dedicated Customer Advisor with experience in funds industry. Communicates with credibility and confidence, exhibiting motivation to maintain customer satisfaction and contribute to corporate success. Hardworking employee with customer service, multitasking and time management abilities, communicator and problem solver working effectively and productively with diverse customers and individual needs.
Overview
9
9
years of professional experience
Work History
Customer advisor
Banco BPI, S.A.
Porto
02.2009 - 05.2015
- Manage a portfolio of clients to realize their expressed needs and their economic potential
- Actively participate in the achievement of the business objectives
- Responded to customer inquiries via phone, email, and in-person.
- Resolved customer complaints and escalated issues as necessary.
- Processed orders quickly and accurately.
Customer advisor
Caixa Geral de Depósitos - Luxembourg
Luxembourg
06.2016 - 12.2017
- Manage a portfolio of clients to realize their expressed needs and their economic potential
- Actively participate in the achievement of the business objectives
- Responded to customer inquiries via phone, email, and in-person.
- Resolved customer complaints and escalated issues as necessary.
- Processed orders quickly and accurately.
Client Services Manager
DepósitosGeralCaixaAllfunds Bank International S.A.
Luxembourg
12.2017
- Onboarding of new clients. Coordinating contractual agreements and ensuring qualitative follow-up of our services;
- Assisted in the development of client service strategies, policies, and procedures.
- Managed customer inquiries and complaints in a timely manner.
- Provided technical support to clients regarding product usage and troubleshooting.
- Developed and maintained relationships with clients to ensure satisfaction.
- Key contact for our customers and responsible for the coordination of all client related services and queries;
- Ensuring reliable processes with clients and specialist department team
- Identifying business opportunities and contributing to further internal & external development
- Ensuring an excellent customer satisfaction
- UCITS, AIF, Alternatives
- KPI's and AML procedures
Education
Advanced Studies in Business Strategy, Analysis and strategic direction, Innovation Management, Quality management, Strategic marketing, Corporate Finance, Market Research -
Faculty of Economics of the University of Coimbra in partnership with the School of Technology and Management from the Polytechnic Institute of Leiria
01.2009
Graduation Degree in International Relations -
Faculty of Economics of the University of Coimbra
01.2007
Skills
- Commercial pronounced spirit
- Ability to work in team
- Dynamic /enthusiast performance
- Complaint Handling
- Ability to adapt to diverse environments
- Active Learning
- Ability to balance the interests of customers and my company profitability
- Versatile / Multitasking
- Capacity of Leadership
- Stress resistant
- Sense of responsibility
- Initiative
- Capacity of coordination and management
- Ability to meet deadlines
- Ability to have discipline in work
- Ability to work calm under pressure
- Microsoft Exchange; Connect Platform
- Customer Services
- Regulatory Compliance
- Problem-solving aptitude
Availability
Total availability to get around. Availability for sending information and copies of diplomas and other qualifications.
Personal Information
- Date of Birth: 12/26/1984
- Gender: Feminine
- Nationality: Portuguese
- Driving License: Driving license (since 2003) and own car
Languages
- English, C1, C1, C1
- French, C1, C1, C1
- German, B2, B2, B1
- Luxembourg, B2, B2, B2
- Spanish, B1, B1, A2
Publications
- Presentations: "The Benchmarking innovation potential", 2008
- Choice of target markets in the globalization strategy", 2008
Languages
Portuguese
First Language
English
Advanced (C1)
C1
French
Advanced (C1)
C1
German
Intermediate (B1)
B1
Spanish
Intermediate (B1)
B1
Timeline
Client Services Manager
DepósitosGeralCaixaAllfunds Bank International S.A.
12.2017
Customer advisor
Caixa Geral de Depósitos - Luxembourg
06.2016 - 12.2017
Customer advisor
Banco BPI, S.A.
02.2009 - 05.2015
Advanced Studies in Business Strategy, Analysis and strategic direction, Innovation Management, Quality management, Strategic marketing, Corporate Finance, Market Research -
Faculty of Economics of the University of Coimbra in partnership with the School of Technology and Management from the Polytechnic Institute of Leiria
Graduation Degree in International Relations -
Faculty of Economics of the University of Coimbra
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