Jennifer Morales
Bilingual Secretary
Guatemala City
Summary
Talented Portfolio Manager bringing 5+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
14
14
years of professional experience
3
3
years of post-secondary education
3
3
Languages
Work History
Portfolio Analyst
Capgemini
04.2019 - 02.2025
- Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
- Provided training and mentorship to junior analysts on research methods, analytical tools, and best practices in portfolio management.
Call Center Representative
TELUS
06.2013 - 09.2018
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Reduced average call handling time, ensuring prompt service to customers while maintaining quality interactions.
Assistant
ASEINTER
04.2011 - 05.2012
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
Education
High School Diploma -
Colegio Bilingue Fuente De Vida
Guatemala City, Guatemala 01.2007 - 10.2009
Skills
Portfolio management
Pivot tables
Client relationship management
Problem-solving
Active listening
Problem resolution
Timeline
Portfolio Analyst
Capgemini
04.2019 - 02.2025
Call Center Representative
TELUS
06.2013 - 09.2018
Assistant
ASEINTER
04.2011 - 05.2012
High School Diploma -
Colegio Bilingue Fuente De Vida
01.2007 - 10.2009
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