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Elizabeth T. — Customer Success & Relationship Manager | Fintech from Ecuador

Elizabeth T.

Customer Success & Relationship Manager | Fintech

Ecuador 1-2 years
Actively lookingNew to Platform
Languages
EnglishSpanish
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About

Elizabeth T., a bilingual professional fluent in English and native in Spanish, has over seven years of experience in the fintech and banking sectors. She has specialized in customer relationship management, trading support, and financial services. Her work at eToro involved delivering customer support in both English and Spanish to global clients, particularly focusing on the LATAM markets. Here, she developed strong client relationships, supported trading activities, and collaborated with compliance and product teams to enhance customer experiences. Previously, at Convergence Israel Ltd., she managed customer relationships and contributed to sales success through personalized support and CRM record maintenance. In Ecuador, she served as a Business Executive Advisor for Cooperative 29 of October Bank and Pichincha Bank, where she handled client portfolios and trained department personnel. Elizabeth holds a Bachelor's degree in Marketing Engineering and a Master's in Project Management, complementing her expertise in CRM systems, trading platforms, and financial markets. Her technical proficiency includes tools like Salesforce and Microsoft Office Suite.

Experience

  • Customer Service Support & Trading Specialist

    eToro · 2023 — 2025
    Provided support in English and Spanish to global clients via email, chat, and phone. Aided traders and investors across LATAM and international markets, while fostering strong client relationships through proactive communication. Assisted customers with various account services, including deposits, withdrawals, and trading platform functionality. Worked with compliance, operations, and product teams to enhance customer experience and retention. Recognized customer needs to leverage opportunities for increased engagement with platform services.
  • Customer & Sales Service Representative

    Convergence Israel Ltd. · 2019 — 2022
    Oversaw customer relationships and managed sales activities through various communication channels. Ensured accurate CRM records and kept track of customer interactions. Played a role in customer acquisition and retention strategies. Enhanced long-term relationships via active listening and customized support.
  • Business Executive Advisor

    Cooperative 29 of October Bank · 2017 — 2019
    Managed client portfolio data, ensuring all information was complete and adhered to financial regulations. Verified loan and account documentation, identifying and resolving errors prior to processing. Collaborated with cross-functional teams to address customer inquiries and operational challenges.
  • Business Executive Advisor

    Pichincha Bank · 2015 — 2017
    Facilitated training and management of department personnel, which aimed to improve operational efficiency. Provided high-quality customer service while implementing effective sales strategies.

Skills & Expertise

Education

  • Master of Project Management
    International University of Valencia · — — 2023
  • Bachelor's degree in Marketing Engineering
    Azuay University · — — 2022

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