Financial Advisor

Location
Hungary
Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English, Hungarian, Italian, Romanian, Spanish
Available for Hire
Yes
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About me

I am Alexandra Bordea, a dedicated Financial Advisor with extensive experience in sales of insurance and savings packages, as well as providing financial advice on stock market investments. Over the years, I have developed strong skills in content creation for social media tools and managing teams effectively. I enjoy organizing and managing events, such as dinner nights, and maintaining excellent contact with customers through email, telephone, and in-person interactions.

Previously, I worked as an Information Technology Service Desk Agent at Tata Consultancy Services, where I supported international users in English, Italian, and Romanian. I handled IT issues using Service Now, escalated complex problems, and worked with CRM tools like Salesforce. This role enhanced my IT skills and strengthened my communication abilities.

I also have experience as a Webshop Assistant at Fair Play Trade Kft., where I managed customer orders, handled complaints, and prepared billing and accounting materials. This role helped me develop strong customer service skills and a customer-focused mindset.

I hold a degree in Economist in Tourism and Catering from Szent Istvan University, where I studied economics, business, tourism, and event planning. I am fluent in Hungarian, Romanian, and English, with intermediate skills in Italian and basic knowledge of Spanish.

I am a motivated team player who enjoys working both independently and collaboratively. I am passionate about building relationships, resolving conflicts, and fostering collaboration in both personal and professional settings. My communication skills are excellent, and I am confident in my ability to serve and help others effectively.




Education

2013 – 2017 Economist in Tourism and Catering @ Szent Istvan University

Economics, business and methodological foundation of knowledge including Mathematics, Statistics, Informatics, Micro- and Macroeconomics, International Economics, Financial, Corporate Economics, Business Law, Business Communication, Professional Language – EU, General Economic and Legal Studies, Sociology, Psychology, Philosophy. Professional Subjects: Tourism System, Hospitality, Hotel, Travel Organisation, Tourist Resources, Event Planning. EQF level 6.

2008 – 2014 High-School Graduation in Economics, Tourism and Information Technology @ Education Center Foundation

General subjects: Mathematics, Literature, English, Italian, Spanish, Physical education. Occupational: Knowledge of business and its economic, legal and social context, Tourism and catering.


Experience

07/2021 – 09/2025 Financial Advisor @ Self-employed

Sale of insurance and savings packages, financial advice in stock market investments, content creation in social media tools, working and managing people in teams, contact with customers by e-mail, telephone, in person, organising and managing events such as dinner nights.

12/2019 – 06/2021 Information Technology Service Desk Agent @ Tata Consultancy Services

Support international users via telephone, email and online reporting interface (Service Now) in English, Italian and Romanian. Receiving IT issues through Service Now to process and resolve them. Handle and escalate high-level problems to L2. Keep in touch with users and resolution groups. Working with CRM tools such as Salesforce. Documenting and sharing acquired knowledge from solved tickets with colleagues. Handling Windows software and hardware issues.

12/2017 – 03/2019 Webshop Assistant @ Fair Play Trade Kft.

Taking and handling orders of customers. Providing information to clients in person or by telephone. Handling customer complaints effectively in speaking and writing. Billing and preparation of bills and accounting material. Communicating the company’s basic values and mission to customers.


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