Lorraine A.
Senior Client Services Manager
Open to offersNew to PlatformAbout
Lorraine Anne A. is a seasoned Client Services Manager with over 15 years of experience in client service and operations management. She holds a Bachelor of Science in Economics from the University of Santo Tomas, and her extensive career includes positions at notable companies across various industries. At Barbizon Modeling & Acting School, she directs operations and client service strategies, optimizing lead flow and managing ambassador and booking teams to align with sales targets. Her expertise from roles at Wow Payments and Citrus Man Premium Cleaning Solutions adds to her proficiency in handling financial operations and business-to-business transactions. Previously, she excelled at EastWest Banking Corporation and Standard Chartered Bank as a Relationship Manager, where she grew high-net-worth client portfolios and ensured regulatory compliance. Her tenure at HSBC further showcases her capability in trust account management and customer service, where she maintained high service standards and operational accuracy. Lorraine is proficient in systems like QuickBooks, Xero, and HubSpot.
Experience
Lead Operations & Client Services Manager
Barbizon Modeling & Acting School · 2024 — PresentOversaw end-to-end lead operations, ensuring a quality sales pipeline through qualification, distribution, and tracking. Directed performance of ambassadors and booking agents while optimizing lead flow and scheduling. Managed payroll and incentive structures, and developed operational and sales reports to identify trends.Bookkeeper
Citrus Man Premium Cleaning Solutions · 2024 — 2024Handled accounts payable, receivable, and maintained the general ledger. Reconciled bank statements and created financial reports, as well as processing payroll and assisting with tax preparation.B2B Sales & Administrative Support Specialist
Wow Payments · 2024 — 2024Provided customer support to resolve inquiries while managing CRM (HubSpot) for tracking pipeline and client interactions. Facilitated lead generation and collaborated across teams to enhance operational efficiency.Relationship Manager
EastWest Banking Corporation · 2016 — 2023Managed a portfolio of high-value clients, fostering revenue growth through client engagement and tailored solutions. Specialized in acquiring and maintaining High-Net-Worth clients while cross-selling various banking products.Relationship Manager
Standard Chartered Bank · 2016 — 2016Expanded and managed client portfolios by acquiring Priority Banking clients. Focused on strengthening relationships through financial advisory and ensuring compliance with bank policies and regulations.Trust Account Manager
HSBC · 2014 — 2015Delivered trust and investment management services, analyzing client profiles and conducting portfolio reviews. Ensured compliance with regulatory requirements and supported service standards.Premier Associate
HSBC Savings Bank · 2010 — 2014Supported Relationship Managers by maintaining high-value client portfolios. Managed complex client requests and contributed to wealth management by identifying client needs.Premier Customer Service Representative
HSBC Savings Bank · 2008 — 2010Provided comprehensive customer support to Premier banking clients, ensuring accuracy in transactions and compliance in account opening processes while maintaining high service standards.Junior Teller
HSBC Savings Bank · 2007 — 2008Executed cash, check, and foreign exchange transactions while verifying payment and remittance accuracy. Ensured adherence to operational controls and documentation standards.Collections Specialist (Frontend)
HSBC · 2006 — 2007Conducted outbound calls to recover early-stage delinquent accounts and negotiated payment arrangements. Focused on proactive monitoring to prevent account delinquency.
Skills & Expertise
Education
- Bachelor of Science Major in EconomicsUniversity of Santo Tomas · 2002 — 2006