Lukas William Van Deventer
Customer Specialist
Rotterdam
Summary
Results-driven financial advisor with a proven record of delivering tailored wealth management solutions. Expertise in analyzing complex financial data, identifying investment opportunities, and mitigating risks. Committed to providing exceptional client service and fostering long-lasting relationships. Skilled in financial planning, retirement planning, portfolio management, and tax optimization. Dedicated to helping individuals and businesses achieve their financial goals.
Overview
8
8
Years of Experience
4
4
Certifications
5
5
Languages
Work History
Customer Service Specialist
NuTheorie
Rijswijk, Zuid-Holland
02.2024 - Current
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Financial Advisor
ABN AMRO
Breda, Noord-Brabant
09.2022 - 05.2023
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Customer Service Specialist
T-Mobile
Capelle Aan Den IJssel, Zuid-Holland
09.2020 - 09.2022
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Led team engagement to assist cross-functional departments and achieve goals.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Documented customer correspondence in CRM to track requests, problems and solutions.
Waiter
Hotel New York
Rotterdam, Zuid-Holland
03.2016 - 03.2018
- Maintained knowledge of menu items, ingredients and preparation methods to assist guests with menu selection.
- Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
- Addressed concerns quickly to improve customer experience and escalated issues to management for resolution when necessary.
Education
MBO4 - Supervisor Travel & Hospitality
- Completed coursework in Hotel Beatriz, Toledo, Castilla-La Mancha, Spain as a receptionist
MBO4 - Photography & Video Editing
Skills
- Certified Financial Planner
- Microsoft PowerPoint, LinkedIn Evaluation Badge
- Understanding Tax Law
- Mutual Funds Understanding
- Microsoft Excel
- Verbal and Written Communication
- Analytical Thinking
- Salesforce
- Microsoft Dynamics
- Marketing & Sales
- CRM Software
Certification
- WFT Basis, EIFD
- Digital Marketing, Google
- HTML, SoloLearn
- CSS, SoloLearn
Languages
Dutch
Proficient
C2
English
Proficient
C2
Spanish
Advanced
C1
French
Upper Intermediate
B2
Swedish
Elementary
A2
Timeline
Customer Service Specialist - NuTheorie
02.2024 - Current
Financial Advisor - ABN AMRO
09.2022 - 05.2023
Customer Service Specialist - T-Mobile
09.2020 - 09.2022
Waiter - Hotel New York
03.2016 - 03.2018
DaVinci College - MBO4, Supervisor Travel & Hospitality
Grafisch Lyceum - MBO4, Photography & Video Editing
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