Vanya Pinto-Basto

As a Customer Success Manager, I ensure a smooth onboarding process for new clients, guiding them through EoR services. I develop strong relationships with clients, address inquiries, and collaborate with internal teams to resolve issues, ensuring compliance with labor laws and enhancing client satisfaction.

In my role as a Client Relationship Specialist, I performed due diligence checks and onboarded new customers, ensuring compliance with AML regulations. I maintained positive client relationships and collaborated with cross-functional teams to enhance customer experience.

As a Client Account Manager, I collaborated with the Sales Division to onboard new clients and partners. I performed due diligence checks and maintained the CRM system, ensuring accurate records and compliance with internal policies.

In this role, I managed a portfolio of high net worth clients, ensuring compliance with policies and identifying marketing opportunities. I collaborated with internal teams to deliver comprehensive financial solutions and maintained high client satisfaction.

As a Client Services Associate, I responded to customer inquiries and conducted satisfaction surveys. I coordinated with departments to resolve issues and maintained accurate records in the CRM system, developing knowledge of financial products.

Completed an Apprenticeship in Investment Analytics, focusing on financial analysis, investment strategies, and market research. Gained practical experience in analyzing investment opportunities and risks.

Completed a Bachelor Degree of Accounting Science, focusing on the principles of accounting, financial reporting, and taxation. Developed a strong understanding of financial management and compliance regulations.