Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Declaration
Timeline
Generic

MACALISTAR PHIRI

Katowice

Summary

Experienced with managing customer relationships and resolving client issues. Utilizes strong communication and problem-solving skills to drive customer satisfaction and loyalty. Knowledge of account management principles and strategies, contributing to effective team collaboration and client retention.

Overview

2
2
years of professional experience

Work History

Customer Account Specialist

Foundever Financial Services
01.2023 - Current
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution
  • Developed customized account plans for clients to help them achieve their business goals
  • Leveraged CRM tools to maintain accurate records of client interactions and transactions
  • Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives


Education

Master of Finance - Quantitative Asset and Risk Management

Katowice University of Economics
Katowice, Poland
10.2026

Bachelor of Science - Business Management

Warsaw Management University
Warsaw, Poland
10.2024

Skills

  • Compliance & AML
  • Costumer Account Management
  • Salesforce
  • Microsoft Suite
  • Client Relationship Management
  • Risk Assessment
  • Account Reconciliation
  • Payment management
  • Communication Skills
  • Persuasion techniques

Accomplishments

  • 2x Most sales on production floor in the first 2 months.
  • Team lead for Value Generation competition.

Languages

English
Proficient
C2

Declaration

I hereby give consent for my personal data included in my application to be processed for the purposes of the recruitment process.

Timeline

Customer Account Specialist

Foundever Financial Services
01.2023 - Current

Master of Finance - Quantitative Asset and Risk Management

Katowice University of Economics

Bachelor of Science - Business Management

Warsaw Management University
MACALISTAR PHIRI