Skip to main content
Nikon March Ates

Nikon March Ates

A dedicated and detail-oriented professional with experience in client service, administrative support, and customer relations. Skilled in managing client records, processing documentation, and ensuring accuracy and compliance in all tasks

Talent
DumagueteMember since May 11, 2026
Client Service AdministrationClient Records & Database Management (CRM System – Xplan)Application & Transaction ProcessingResearch Calls to Obtain Client & Account InformationAccount Information Verification & Follow-upsDocument Preparation, Review & FilingComputer Literate (MS Office, CRM Tools)
·

Hire this person

Send a job offer directly to this candidate

Client Service AdministrationClient Records & Database Management (CRM System – Xplan)Application & Transaction ProcessingResearch Calls to Obtain Client & Account InformationAccount Information Verification & Follow-ups

About

Highly organized and dependable Client Service Administrator with strong experience providing administrative and client support in financial planning, superannuation, and insurance environments. Proficient in managing client records, processing superannuation transactions, insurance applications, and related documentation using Xplan CRM system. Demonstrates excellent communication skills, strong attention to detail, and the ability to efficiently support advisers, clients, and internal teams while ensuring accuracy, compliance, and high-quality service standards.

Experience

Client Service Administrator at 5 ELK - ELKA Asenso Outsourcing Inc. (2022-07 – 2026-05)

  • Provide administrative and client service support
  • Manage, update, and maintain accurate client records and documents in Xplan
  • Process implementation of superannuation and insurance recommendations, including applications, rollovers, contributions, and policy setup
  • Prepare, review, and organize client documentation while ensuring data accuracy, compliance, and adherence to regulatory requirements

Customer Service Representative – Disability Claim Specialist at ECE Contact Solutions (2021-01 – 2022-07)

  • Supported clients in submitting and managing disability insurance claims with the Social Security Administration, ensuring accurate documentation, timely follow-ups, and effective resolution of issues.
  • Communicated claim requirements, timelines, and updates clearly to clients
  • Coordinated with internal departments to ensure smooth claim handling

Customer Service Representative at Qualfon (2019-12 – 2020-07)

  • Delivered consistent customer service support across multiple communication channels
  • Handled account inquiries, updates, and documentation accurately
  • Maintained high-quality customer records in internal systems

Production Operator at Asia Optical Co., Inc. (Taiwan) (2016-12 – 2019-04)

  • Followed strict operational procedures and quality standards
  • Demonstrated reliability, accuracy, and teamwork in a fast-paced environment

ESL Teacher at Idea English Services Inc. (2015-06 – 2016-08)

  • Taught English to non-English national students from diverse cultural backgrounds
  • Developed and delivered structured lesson plans tailored to varying language proficiency levels
  • Assessed student progress and provided clear, constructive feedback
  • Strengthened cross-cultural communication, patience, and interpersonal skills

Education

Bachelor of Science in Theology – Cebu Bible Seminary

Vocational Course in Electrical Technology – TESDA (2007 – 2008)

Secondary Education – Iligan City National High School

Elementary Education – Squijor Central Elementary School

Skills

administrative supportprocessing documentationand ensuring accuracy and compliance in all tasks

Reviews