Verified recordFinancial Services

Ide Forde

Client Services Executive at Unio Wealth Management

Based in County Limerick, Ireland

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Seniority

Staff

Department

Customer/Client Service

Location

County Limerick

Industry

Financial Services

Company size

140

Contact information

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Email

1 credit

i•••••••@unio.ie

Phone

5 credits

+353 ••• •••• ••••

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Background

About Ide Forde

In my current role, I look after existing business such as portfolio valuations, fund switches, withdrawal request and day to day queries with clients existing policies. I have 10+ years experience in the food and beverage industry, working in various departments such as Sales, Customer Service and Accounts and 5 years working within Finance. I have high experience in Microsoft Navision, Microsoft AX, Microsoft Office, Oracle, Salesforce and advanced Excel. Over my years of experience I have developed various skills such as communications, negotiating and problem solving."A smooth sea never made a skilled sailor"

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Ide Forde Email & Phone Number @ Unio Wealth Management | Kipplo Discover