
Customer Service Associate
julee@toamsfinancial.com
Customer Service Associate
Julee brings a strong attention to detail and a client-focused mindset to her role, with professional experience spanning accounting, administration, and customer service. Before joining TOAMS Financial, she worked as an Accounting Staff in a taxi business and later as an Administrative Coordinator in Dubai, where she strengthened her skills in document preparation, client communication, and operational support. These roles gave her the ability to manage complex tasks with precision while maintaining efficiency in fast-paced environments.
At TOAMS Financial, Julee handles a wide range of responsibilities, including preparing and organizing documents for new and existing clients, processing withdrawal requests, and clarifying account details. She also manages communication across multiple channels—phone, email, and text—ensuring clients receive timely updates and clear, accurate information. Recognized for her reliability and thoroughness, Julee plays a vital role in creating a smooth and responsive client experience.
Outside of work, Julee enjoys going to concerts, playing computer games, and traveling.
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Locations
Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632
Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632
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