Louise Webber
@louisewebber
Client operations and strategic account coordination leader with 9 years in financial services and a remote global client-advisory focus.
What I'm looking for
I’m a client-operations and strategic account coordination professional with 9 years of financial-services experience, including 8 years in a partnership role supporting high-value client relationships, negotiation, and financial execution.
Since 2025, I’ve been running an independent advisory practice remotely across US/EU/APAC time zones. I manage end-to-end client relationships, coordinate across Portuguese, English, Italian, and French, and translate complex information into clear, actionable communication.
I strengthen outcomes through research and documentation using AI-assisted tools (ChatGPT and Claude), rigorous reporting and analysis, and process organization. I’m trusted to handle confidential information, keep deliverables moving with accuracy, and build long-term client trust beyond engagements.
Experience
Work history, roles, and key accomplishments
Independent Advisor
Independent Advisory Practice
Jan 2025 - Present (1 year 6 months)
Manage end-to-end client relationships for a small remote advisory practice, including scheduling, negotiation support, financial reporting, and follow-through on deliverables. Coordinate across multiple countries/time zones in Portuguese, English, Italian, and French, using AI-assisted tools for research and documentation.
Financial Partnership Role
Elitt. Financial Strategy
Jan 2016 - Dec 2024 (8 years 11 months)
Supported client accounts on financial transactions through long-running partnership engagements, focusing on precise communication, deadline management, and attention to detail. Coordinated negotiations and worked with legal, compliance, and operations counterparts while producing financial reports and market analysis to support decision-making.
Education
Degrees, certifications, and relevant coursework
Louise hasn't added their education
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Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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