RAroxana avila
@roxanaavila
Experienced Relationship Manager specializing in client advocacy and financial solutions.
United StatesWhat I'm looking for
I am an experienced Relationship Manager in the trust industry, dedicated to providing personalized financial solutions to high-net-worth clients. With a strong foundation in corporate administration and office management, I currently oversee a portfolio of over 150 clients, ensuring their needs are met while maintaining regulatory compliance. My expertise in account management and client relationship-building has allowed me to foster long-term trust and satisfaction among my clients.
Throughout my career, I have developed a reputation for delivering client-focused service and optimizing processes to ensure efficient operations. My previous roles as a Corporate Administrator and Office Manager have equipped me with the skills necessary to manage office operations, regulatory documentation, and corporate governance effectively. I take pride in my ability to advocate for clients, resolve issues promptly, and identify opportunities for business development, all while maintaining a high standard of service.
Experience
Work history, roles, and key accomplishments
Client Relationship Manager
Corpag Services USA, Inc.
May 2022 - Jan 2025 (2 years 8 months)
Built and maintained relationships with over 150 high-net-worth clients, ensuring their needs were met and providing personalized financial solutions. Acted as the main point of contact for clients, addressing inquiries and resolving issues to build trust and maintain strong relationships.
Corporate Administrator and Office Manager
Corpag Services USA, Inc.
May 2019 - May 2022 (3 years)
Managed day-to-day office operations, including scheduling, budgeting, and coordinating administrative processes to ensure efficient office functionality. Oversaw and maintained corporate records, including client files, meeting minutes, and legal documents, ensuring accuracy and accessibility for audits.
Education
Degrees, certifications, and relevant coursework
MCMiami Dade College, North Campus
Bachelor of Science, Criminal Justice
Grade: 3.6/4.0
Activities and societies: Department of Justice
Completed a Bachelor of Science in Criminal Justice, focusing on the principles and practices within the justice system. Achieved a GPA of 3.6/4.0.
MCMiami Dade College, Eduardo J. Padron Campus
Associate in Arts, Arts
Grade: 3.6/4.0
Earned an Associate in Arts degree, demonstrating foundational knowledge across various disciplines. Maintained a strong academic record with a GPA of 3.6/4.0.
Coral Gables Senior High School
High School Diploma, General Studies
Grade: 3.4/4.0
Completed high school education, earning a High School Diploma. Achieved a GPA of 3.4/4.0.
Availability
Location
United StatesAuthorized to work in
Job categories
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