Jc Manco

Experienced Customer Service Representative and Virtual Assistant with over 10 years of expertise in client support, administration, and operations, complemented by 2 years and 5 months of experience in Financial Planning Administration. Strong background in customer relations, scheduling, data management, and financial services support. Known for excellent communication, organization, and attention to detail, with a proven ability to deliver high-quality service and administrative excellence.

Financial Planning Support - VA Platinum Pty Ltd - CPW Pty Ltd

(2024-02 - 2026-06)

• Managed client onboarding processes, including gathering client information, preparing documentation, and maintaining accurate records in CRM systems.
• Prepared and processed financial planning documents, application forms, investment paperwork, superannuation requests, and insurance-related documentation.
• Followed up with providers on submitted forms and application status to ensure timely processing and completions such as third party authorization forms, investment switch forms, estate planning nomination forms and etc.
• Coordinated with financial advisers, clients, and product providers to facilitate implementations, follow up on outstanding requirements, and ensure timely completion of administrative tasks.
• Prepared Statements of Advice (SOAs) and Records of Advice (ROAs), ensuring recommendations were accurately documented, compliant with regulatory requirements, and aligned with client goals and circumstances.

Receptionist - Neuroflow Psychology

(2021-11 - 2022-12)

• Managed front desk reception duties, including greeting clients, answering calls, and scheduling appointments for psychologists.
• Handled client inquiries, intake coordination, and ensured accurate recording of patient information and appointment details.
• Supported clinic operations by managing calendars, processing paperwork, and maintaining a professional and confidential environment for clients and staff.

Dental Monitoring Assistant - Kim Orthodontics LLC

(2019-06 - 2021-07)

• Monitored and reviewed patient dental scans and images using digital orthodontic software to track treatment progress and ensure compliance with prescribed plans.
• Communicated with patients to provide instructions, reminders, and feedback regarding aligner wear and treatment progress.
• Updated and maintained accurate patient records, documenting scan reviews, observations, and treatment notes in the system.
• Coordinated with orthodontic staff to flag issues, follow up on missing scans and progress.

Credit Card Fraud Analyst - Concentrix - Citibank

(2017-06 - 2019-05)

• Reviewed and analyzed credit card transactions to detect and prevent fraudulent activity, ensuring customer accounts were protected.
• Investigated suspicious transactions, verified account details, and determined legitimacy based on fraud detection tools and internal guidelines.
• Communicated with customers and internal teams to confirm transactions, resolve disputes, and provide timely fraud-related updates.
• Documented case findings accurately and maintained detailed records while ensuring compliance with security and regulatory standards.

Customer Service Representative - TeleTech - Verizon STS

(2015-06 - 2016-11)

• Provided technical and customer support for Verizon STS services, assisting customers with troubleshooting and resolving service-related issues.
• Handled inbound inquiries regarding account setup, connectivity, billing concerns, and service status updates.
• Guided customers through step-by-step troubleshooting processes to restore service functionality and improve user experience.
• Documented customer interactions accurately and updated case records while ensuring timely resolution and adherence to service standards.

Bachelor of Science - Education - Physical Education - University of San Carlos (2015-06 - 2017-04)

Associate - Information Technology - Consolacion Community College (2013-06 - 2015-05)