Vyonah User
@vyonahuser
Dynamic financial advisor with a passion for client satisfaction.
What I'm looking for
I am a dynamic and customer-focused Financial Advisor with over 2 years of experience in bookkeeping, financial reporting, and client relationship management. My expertise lies in assessing client needs and providing tailored financial solutions that ensure customer satisfaction. I have a strong background in risk assessment, compliance, policy evaluation, claims management, and debt collection, which allows me to deliver results in diverse business environments.
Currently, I work at ICEA Lion Group, where I provide personalized financial planning services and maintain accurate bookkeeping records in compliance with industry standards. I am passionate about leveraging technology and innovation to improve financial services, ensuring my clients' financial security. My previous experience in customer care at Safaricom has equipped me with impeccable communication skills, enabling me to foster long-term relationships with clients and contribute to the development of effective customer care strategies.
Experience
Work history, roles, and key accomplishments
Financial Advisor
ICEA LION GROUP
Feb 2023 - Present (2 years 3 months)
Dynamic Financial Advisor with over 2 years of experience in providing personalized financial planning services, maintaining accurate bookkeeping, and developing wealth management strategies. Skilled in compliance with IFRS standards and managing client payroll. Passionate about leveraging technology to enhance financial services.
Customer Care Representative
Safaricom
Mar 2016 - Nov 2017 (1 year 8 months)
Provided exceptional customer service by handling inquiries and complaints through various communication channels. Engaged with premium customers to ensure satisfaction and contributed to the development of customer care strategies.
Education
Degrees, certifications, and relevant coursework
Pettans
Certification, Computer Science
2016 - 2016
Completed a course in Computer Packages, enhancing skills in various software applications and tools essential for financial management.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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