JOANA M.
CLIENT SUCCESS & OPERATIONS SPECIALIST
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About
Joana M. is a dedicated Virtual Assistant with over seven years of comprehensive experience in administrative coordination and client management across various industries. Having transitioned from a successful career in finance, where she was recognized as a top financial advisor nationwide, Joana now excels in providing administrative support, email & calendar management, and customer service. Her role as a Wealth Account Manager at PRULife UK involved managing client accounts remotely, handling inquiries, and maintaining precise records. In her previous tenure at BDO Life Assurance Company, she managed a large client portfolio and supported marketing initiatives with keen attention to detail and organizational prowess. Joana's educational background includes a degree in Industrial Education from Laguna State Polytechnic University, setting a foundational basis for her meticulous attention to detail and strong communication skills. Her proficiency in CRM systems and digital tools ensures that she delivers efficient and effective services to aid businesses in achieving their goals.
Experience
WEALTH ACCOUNT MANAGER
PRULIFE UK · 2025 — PresentManages client accounts remotely, addressing inquiries and scheduling appointments while ensuring accurate client records. Prepares financial proposals and communicates effectively through phone, email, and online platforms. Maintains organized digital client data and transactions using CRM tools.PREMIER FINANCIAL ADVISOR
BDO LIFE ASSURANCE COMPANY INC · 2018 — 2025Highly accomplished Wealth Account Manager with over 8 years of experience in client relationship management, business operations, executive support, sales leadership, and administrative coordination. Proven track record of delivering exceptional client experiences, streamlining operational processes, managing high-value accounts, and supporting business growth initiatives. Skilled in CRM management, stakeholder communication, project coordination, scheduling, and team leadership. Recognized for consistently exceeding performance targets, maintaining strong client retention, and driving operational excellence in fast-paced environments.Branch Head
CEVAS IELTS AND REVIEW CENTER · 2016 — 2017Supervised daily operations of the branch, including staff scheduling and payroll processing. Managed administrative functions and maintained organized records to enhance business operations. Collaborated with management to achieve sales targets and promote a productive environment.School Teacher
ESCUELA DE BRIGIDA MONTESSORI INC. · 2015 — 2016Created lesson plans and educational materials, along with progress reports. Effectively communicated with students, parents, and school administrators to foster student development.
Skills & Expertise
Education
- Bachelor of Science in Industrial EducationLaguna State Polytechnic University · 2011 — 2015