Client Success Specialist
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Professional with 5+ years of experience in insurance, trust and banking environments. Skilled in client servicing, account administration and ensuring AML/KYC compliance. Experienced with client onboarding, managing documents and high-volume workflows while maintaining accurate records, collaborating across teams and delivering timely operational support.
Client Success Specialist at Aon (2024-01 – Present)
Trust Fiduciary Associate Analyst at CitiTrust (Bahamas) Ltd. (2021-01 – 2022-12)
Consultant at Inter-American Development Bank (2020-01 – 2020-12)
Data and Document Processor at Accounting Outsource Services Ltd. (2017-01 – 2018-12)
Master of Science in Business Management in Information Systems Strategy & Governance – Edinburgh Napier University (2020-01 – 2022-12)
Accounting Diploma in Accounting – Seneca College (2022-01 – 2024-12)