Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Catia Bento Tomas

Catia Bento Tomas

Customer Relations Manager
East Barnet Road ,Barnet

Summary

Highly accomplished and detail-oriented Personal Financial Manager with extensive retail experience of 12 years. Recently completed a degree in Digital Business Management, enhancing skills in finance, technology, and customer relationship management. Proven expertise in managing personal finances and providing financial guidance to individuals. Possesses a strong ability to analyze financial data and develop strategies for wealth creation and management. Demonstrated success in improving clients' financial well-being and meeting their financial goals through effective planning and execution. Exceptional communication skills and ability to build lasting relationships with clients. Adept at utilizing digital tools and platforms to optimize financial processes. Committed to delivering excellent customer service and achieving optimal financial outcomes for clients.

Overview

17
17
years of professional experience
9
9
years of post-secondary education
5
5
Certificates
3
3
Languages

Work History

Personal Financial Manager

Hashtag TM Consulting
London, BNE
11.2018 - Current
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals
  • Advised clients on portfolio allocation and various investment types
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines
  • Set, enforced, and optimized internal policies to maintain responsiveness to demands
  • Introduced new methods, practices, and systems to reduce turnaround time
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports
  • Trained new and existing staff members in various financial procedures to prepare for job requirements
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health

Event Planning Manager

BW Events And Management (Portugal)
Albufeira, Faro
12.2011 - Current

• Lead all events in accordance to quality assurance guidelines.

• Manage success execution of all events

• Perform pre-event coordination activities

• Monitor over all even flow and make adjustments as and when needed

• Perform post event activities such as data entry and reporting

• Assign and direct 20 members of staff to their duties (including a photographer, 7 DJ and 10 member of staff.

• Manage and resolve customer complaints.

• Strategically coming up with new events, and actively sourcing new clients.

• Worked with several local businesses and agencies to secure sponsorships on an ongoing basis.

• Prepared and presented proposals and close new accounts in targeted verticals.

Holds strong database and networking of industry specific sponsors for events and promotions.

• Design, Content and Print: for banners, booth materials, creative designs and interactive content

• Artist recruitment and development, contract negotiations, art purchasing, vender

  • More than 100 events have been held at the top venues in the Algarve, with well-known artists from the House Music Industry.

Senior Customer Service Advisor

Three UK
LONDON
11.2014 - 01.2020

• Working with a management team of five and various heads of department to deliver excellence in service and compliance

  • Stepped up to assist customer service manager with complaints and issues during times of department short staffing.
  • Proactively addressed customer concerns in order to prevent escalations and complaints.
  • Coached new team members on service techniques and provided scoring through quality assurance program.
  • Resolved customer service issues using company processes and policies and provided updates to customers.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests
  • 5 times top Customer Service of the Month.
  • In 2018, it was named Store Best Seller of the Year.
  • Customer Best Feedback Champ three times.

Supervisor of Operations

CEX (Webuy.com) Dalston Kingsland
02.2014 - 10.2014
  • Updated account information to maintain customer records.
  • Provided primary customer support to internal and external customers.
  • Responded to customer requests for products, services, and company information.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
  • Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety, and compliance
  • Supervised operations staff and kept employees compliant with company policies and procedures
  • Directed initiatives to improve work environment, company culture or overall business strategy
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch
  • Delegated tasks to administrative support staff to organize and improve office efficiency

Supervisor of Operations

Portugal Telecom
01.2007 - 12.2013
  • Worked flexible hours across night, weekend and holiday shifts.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Resolved problems, improved operations and provided exceptional service.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Strengthened communication skills through regular interactions with others.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Education

Bachelor of Science - Digital Business Management

London Metropolitan University
London
09.2019 - 07.2023

Diploma - Life Coaching Diploma

New Skills Academy
London
09.2019 - 08.2020

Associate of Applied Science - Accounting And Finance

New Skills Academy
GB
09.2017 - 07.2018

Certificate - Human Resources Training

New Skills Academy
GB
09.2017 - 05.2018

Some College (No Degree) - Social Care

Alte Professional School -Portugal 
Algarve- Portugal
09.2005 - 05.2008

Skills

Team Leadership

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Certification

Intervew Skills & CV Writing Certificate

Timeline

Bsc Hons Digital Business Management

08-2023

Speaking for Coaches Level 1 -Speak UP

08-2020

Life Coaching Diploma : New Skills Academy:

08-2020

Bachelor of Science - Digital Business Management

London Metropolitan University
09.2019 - 07.2023

Diploma - Life Coaching Diploma

New Skills Academy
09.2019 - 08.2020

Personal Financial Manager

Hashtag TM Consulting
11.2018 - Current

Tax Accounting Certificate

07-2018

Intervew Skills & CV Writing Certificate

05-2018

Associate of Applied Science - Accounting And Finance

New Skills Academy
09.2017 - 07.2018

Certificate - Human Resources Training

New Skills Academy
09.2017 - 05.2018

Senior Customer Service Advisor

Three UK
11.2014 - 01.2020

Supervisor of Operations

CEX (Webuy.com) Dalston Kingsland
02.2014 - 10.2014

Event Planning Manager

BW Events And Management (Portugal)
12.2011 - Current

Supervisor of Operations

Portugal Telecom
01.2007 - 12.2013

Some College (No Degree) - Social Care

Alte Professional School -Portugal 
09.2005 - 05.2008
Catia Bento TomasCustomer Relations Manager