Josua Tayo
Financial Planning Assistant -Australia / Customer Service Representative
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About
Prepared Records of Advice (ROAs) using Xplan. Assisted with client renewals and annual reviews. Prepared review documentation for financial advisers.
Experience
Client Service Administrator – Financial Planning at 5ELK
- Prepared Records of Advice (ROAs) using Xplan.
- Assisted with client renewals and annual reviews.
- Prepared review documentation for financial advisers.
- Lodging client forms and processing of administrative requests.
- Managed client records in Xplan and Salesforce.
- Supported day-to-day financial planning operations and client service
Customer Service Specialist at Concentrix
Overall top 1 agent of wave 688
- Handle billing, device, and network troubleshooting
- Product support and retention
Chat Support Specialist at Continuum Global Solutions Inc.
Agent for 4 months.
- Assist customers in device and network troubleshooting
- Handle billing disputes and upselling
Team Leader at ePerformax Contact Centers & BPO
Agent for more than 1 year. Team Lead for 1 year and 6 months.
- Handle escalated calls
- Conduct huddles, provide agent feedback, and admin tasks
Reservation Specialist at Wipro Philippines
Agent for 1 year
- Process flight bookings, product support, and resolve disputes
Telco Customer Service Rep at Qualfon Skyrise 3
Agent for 6 months
Service Crew at McDonalds
Crew for 6 months
Education
Bachelor of Science in BSBA major in Marketing Management – University of Cebu Main Campus (2012 – 2016)
– Abellana National High School (2007 – 2012)
– Lahug Night Night High School (2007 – 2012)
– Lahug Elementary School (2002 – 2007)
