May Asher
Resilient client relations expert, adept at end-to-end account management and problem-solving.
Herzliya, IL
Full time
Hybrid/Remote
Detail-oriented professional with experience managing client accounts in the finance sector. Expertise includes solving operational issues, supporting...
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My Career Journey
1/4
Phoenix Investment House
Reference & Client Relations Representative
Jan 2021 - Present | 5y 9m
Owns full management of investment account opening processes. Troubleshoots and collaborates with departments to solve operational issues in real time. Maintains strong client relationships, ensuring data...
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Altshuler Shaham
Client Account Representative
Jan 2020 - Jan 2021 | 1y
Served as final contact for client deposits, ensuring accuracy and timely execution. Presented growth and investment opportunities, building trust and long-term relationships.
Leumi Card (Israeli Credit Cards)
Approvals & Clearance Department
Jan 2018 - Jan 2019 | 1y
Reviewed and cleared credit card transactions, including international transactions. Delivered customer service and business account support, resolving issues efficiently under time pressure.
Combat Search & Rescue Service
Military Service
Jan 2013 - Jan 2016 | 3y
Patience
Empathy
Active Listening
Communications
Relationship Management
Organizational Skills
Emotional Intelligence
Most proud of (2/3)
1st
Diagnosed and resolved a client transaction error by tracing each step, restoring service and earning client thanks.
2nd
Coordinated compliance and operations to expedite a client request, kept stakeholders updated and resolved the issue promptly.
Career Highlights
1/1
Empathetic client support that protected a vulnerable relationship
Restored calm for an elderly client under financial stress
Herzliya, IL, 2026
In a situation with an elderly client who was anxious about his money, I patiently listened,...
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My values
Empathy
Communication
Customer-Centricity
Accountability
Education
Kiryat Ono Academic College
Business Administration, specializing in Finance (partial studies)
2019
Herzliya
Full Matriculation Certificate (Bagrut)
2013
Certifications & Qualifications
Portfolio Management License (in progress)
Israel Securities Authority2026
Language(s) I speak
Hebrew
Fluent
English
Fluent