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gln vrs

@glnvrs

Customer service and client operations specialist managing onboarding, billing, and reporting for wealth clients remotely.

Brazil

Message

What I'm looking for

I’m looking for a remote customer service or client support role where I can own onboarding and billing/collections, solve client issues quickly, and keep improving workflows with clear monthly reporting.

I’m a customer service and client operations specialist for a wealth management group, and I’ve owned client operations end-to-end for the past five years. At QUAD, I joined as an Operations Assistant and grew into running client operations independently across managed-portfolio and subscription services.

On the managed portfolio side, I manage onboarding for 110 active clients, bringing in 8 to 10 new clients each month. On the subscription side, I’m the person clients reach when issues need solving—handling 20+ interactions a week, including billing and overdue collections.

I own onboarding from start to finish—registration checks, Compliance coordination, contract drafting, brokerage account setup, and handoff to the trading desk—while also producing monthly performance reports by the 5th. When documentation was missing, I wrote the step-by-step playbooks and SOPs my team still uses, and I rebuilt the onboarding workflow to cut bottlenecks and documentation errors.

Experience

Work history, roles, and key accomplishments

Current

Customer Service & Client Ops Analyst

Current

QUAD Wealth - Consultoria de Investimentos

Mar 2023 - Present (3 years 5 months)

Own the full onboarding process for managed-portfolio and subscription clients, including compliance coordination, contract drafting, brokerage account setup at Interactive Brokers, and handoff to the trading desk. Run billing and collections for 500+ subscription clients and produce monthly performance reports for 110 portfolio clients, while rebuilding onboarding workflows and writing SOPs/playb

Customer Onboarding Compliance Coordination Contract Drafting CRM Pipedrive In House AI Powered CRM Billing And Collections Discord Community Access Management Client Onboarding Process Improvement Customer Support performance reporting Excel InDesign Fintech Financial Services

Current

Customer Service & Client Operations Analyst

Current

QUAD Wealth - Consultoria de Investimentos

Mar 2023 - Present (3 years 5 months)

Own the full onboarding process for 8 to 10 new managed-portfolio clients a month: registration checks, Compliance coordination, contract drafting, opening and linking brokerage accounts at Interactive Brokers, and handoff to the trading desk.

Produce and send monthly performance reports to all 110 portfolio clients by the 5th of every month, designing them in Excel and InDesign so the numbers ar

Resolução De Problemas Client Onboarding Experiência Do Cliente SOPs Document Review Gestão De Contas Email Support Attention To Detail SaaS Gestão De Relacionamento Com Clientes Complaint Resolution Competências interpessoais Suporte Executivo Fintech Business Process Improvement Suporte Ao Cliente

Customer Service & Operations Assistant

QUAD Wealth - Consultoria de Investimentos

Sep 2021 - Mar 2023 (1 year 6 months)

Built and ran an Excel-based control system for a high-volume trading portfolio, logging every transaction and keeping payments, client requests, and access all in one place.

Managed the full subscription lifecycle for the Financial segment using PipeDrive (CRM): renewals, billing, payments, and access, tracking every client interaction so nothing slipped through.

Handled front-line customer ser

Education

Degrees, certifications, and relevant coursework

Preditiva Analytics

Data Analytics, Data Science & Analytics

2025 - 2026

Completed the Data Analyst track of Preditiva Analytics' Data Science & Analytics program, building a practical foundation in turning data into clear, useful information — the part I apply most in client reporting and operations.

Data Analysis and Interpretation
Data Storytelling
Microsoft Excel for Analytics
Power BI for Data Analysis
SQL for Data Analysis (Levels 1 & 2)
CRISP-DM Methodology

Universidade Federal de Santa Maria

Bachelor's in Archival Science, Archival Science and Digital Records Management

2018 - 2022

Bachelor's Degree with a Focus on Digital Data Management, highlighted by a comprehensive exploration of cloud computing, authenticity, and long-term accessibility, blending expertise in Archival Science with Information Technology.