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I am a proactive professional with strong experience in client-facing roles, known for effective time management, clear communication, and the ability to meet high demands through collaborative problem solving. I thrive in teams and enjoy applying an analytical mindset to overcome challenges and deliver high-quality outcomes. My background spans client services, design-driven work, and training/ onboarding, which has equipped me to adapt quickly and contribute to project success across disciplines. In my roles, I have supported advisers and stakeholders, led training initiatives, and contributed to process improvements. I am passionate about combining a design mindset with practical operations experience to create value for clients and teams, while maintaining a focus on accuracy, regulatory alignment, and customer satisfaction.…I am a proactive professional with strong experience in client-facing roles, known for effective time management, clear communication, and the ability to meet high demands through collaborative problem solving. I thrive in teams and enjoy applying an analytical mindset to overcome challenges and deliver high-quality outcomes. My background spans client services, design-driven work, and training/ onboarding, which has equipped me to adapt quickly and contribute to project success across disciplines. In my roles, I have supported advisers and stakeholders, led training initiatives, and contributed to process improvements. I am passionate about combining a design mindset with practical operations experience to create value for clients and teams, while maintaining a focus on accuracy, regulatory alignment, and customer satisfaction.

Farhana Begum

Designer, Graphic Designer, Presentation Designer, +2

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I am a proactive professional with strong experience in client-facing roles, known for effective time management, clear communication, and the ability to meet high demands through collaborative problem solving. I thrive in teams and enjoy applying an analytical mindset to overcome challenges and deliver high-quality outcomes. My background spans client services, design-driven work, and training/ onboarding, which has equipped me to adapt quickly and contribute to project success across disciplines. In my roles, I have supported advisers and stakeholders, led training initiatives, and contributed to process improvements. I am passionate about combining a design mindset with practical operations experience to create value for clients and teams, while maintaining a focus on accuracy, regulatory alignment, and customer satisfaction.…I am a proactive professional with strong experience in client-facing roles, known for effective time management, clear communication, and the ability to meet high demands through collaborative problem solving. I thrive in teams and enjoy applying an analytical mindset to overcome challenges and deliver high-quality outcomes. My background spans client services, design-driven work, and training/ onboarding, which has equipped me to adapt quickly and contribute to project success across disciplines. In my roles, I have supported advisers and stakeholders, led training initiatives, and contributed to process improvements. I am passionate about combining a design mindset with practical operations experience to create value for clients and teams, while maintaining a focus on accuracy, regulatory alignment, and customer satisfaction.

Available to hire

I am a proactive professional with strong experience in client-facing roles, known for effective time management, clear communication, and the ability to meet high demands through collaborative problem solving. I thrive in teams and enjoy applying an analytical mindset to overcome challenges and deliver high-quality outcomes. My background spans client services, design-driven work, and training/ onboarding, which has equipped me to adapt quickly and contribute to project success across disciplines.
In my roles, I have supported advisers and stakeholders, led training initiatives, and contributed to process improvements. I am passionate about combining a design mindset with practical operations experience to create value for clients and teams, while maintaining a focus on accuracy, regulatory alignment, and customer satisfaction.

Skills

Experience Level

Expert

Intermediate

Intermediate

Beginner

Language

English

Fluent

Work Experience

Client Services Associate at Fidelity International

August 1, 2023 - August 1, 2023

Served as the first point of contact for Independent Financial Advisers (IFAs), providing high-level support across account inquiries, transactions, and platform navigation. Assisted IFAs in opening client accounts, linking portfolios, processing transfers, and providing trade support across a range of investment products. Guided IFAs through Fidelity’s products and services, directing them to appropriate resources to enhance platform use and understanding. Managed daily IFA communications, including scheduling, follow-ups, and case resolution. Proactively identified opportunities to deepen engagement with IFA firms, referring qualified leads to Account Managers. Handled complex casework involving ISAs, GIAs, pensions, trusts, charities, bonds and bereavement cases—responding within regulatory and internal timeframes. Contributed to new hire onboarding and training, including leading sessions and mentoring new associates. Supported the Director of Client Services with internal trai

Supply Chain Operations Specialist at IMCD UK

February 1, 2019 - February 1, 2019

Acted as account handler, ensuring smooth communication and expectation management with suppliers and affiliates across global markets. Supported the Marketing Executive by responding to daily inquiries and coordinating between departments to resolve issues efficiently. Interpreted and analysed operational reports, initiating relevant actions to support performance goals and resolve bottlenecks. Managed end-to-end supply chain logistics, handling time-sensitive issues to prevent delays and avoid demurrage costs. Maintained awareness of customs, trade compliance, excise, and duty requirements; ensured accurate preparation of all necessary shipping documentation. Oversaw international order processing, purchasing, and invoicing—adhering to global VAT regulations and applying correct Incoterms for each transaction.

Home Design Consultant at NextRole

July 1, 2017 - July 1, 2017

Visited clients in their homes to provide tailored, creative design solutions aligned with their personal style and needs. Applied strong design, listening, and creative thinking skills to interpret client visions and transform them into cohesive concepts that were functional, inspiring and aligned with client budgets. Clearly communicated design proposals, including product options and lead times ensuring transparency throughout the project. Used design software and hand-drawn sketches to plan and present visually compelling project layouts. Contributed to the branch’s success by consistently meeting personal sales targets and supporting overall profit goals. Demonstrated flexibility and adaptability by working around clients’ schedules, including evenings and weekends. Maintained consistency thorough communication with clients throughout the consultation and project delivery process.