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Irene Zawasky FPQP™ — Client Service Specialist III/Lead · Stratos Private Wealth · Encinitas, California, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
I'm Irene, Client Service Specialist with Stratos Private Wealth. I joined SPW in 2011 and came from an extensive administrative background. I enjoy fostering relationships with our clients and problem-solving to deliver the best care possible. Finance has played a large part in my career path, and I have since obtained my Financial Planning Qualification certification. Though I hold a degree in marketing from the University of Jose Simeon Canas in San Salvador, I have been a career chameleon and enjoy operations, administration, and client-facing roles. My current position feels like an organic evolution, and I love connecting with people. I was a flight attendant earlier in my career, which speaks to my extroverted demeanor. Born and raised in El Salvador in a close-knit community where family values are deeply rooted, I relocated to San Diego in 2003.
Experience
Client Service Specialist III/Lead Current
Stratos Private Wealth · United States
Aug 2011 – Present
I oversee day-to-day client service operations while ensuring a high standard of accuracy, responsiveness, and overall client experience. I act as a key escalation point for complex requests and work closely with advisors, custodians, and internal teams to resolve issues efficiently and effectively. In my role, I support and mentor a team of client service specialists, helping to prioritize workflows, manage volume, and maintain consistency across all service activities. I am heavily involved in onboarding and account management processes, ensuring smooth execution while meeting compliance and operational requirements. A core focus of my work is building and refining scalable, repeatable processes that improve efficiency and support team growth, particularly in high-volume environments. By identifying bottlenecks and driving process improvements, I help ensure we can deliver high-quality service while continuing to grow.
Administrative Assistant
Phillips National · Solana Beach
Jun 2006 – Sep 2008
I was responsible for providing administrative support to facilitate the smooth operation of projects and daily tasks related to housing government contracts. Involving tasks such as scheduling meetings, managing correspondence, organizing documents, coordinating travel arrangements, and assisting with procurement or project tracking. My position required attention to detail, strong organizational skills, proficiency with office software (Microsoft Office suite), and the ability to handle sensitive information confidentially.
Education
Skills
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