Dylan Travel

Client Support Team Leader at Portafina
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Contact Information
us****@****om
(386) 825-5501
Location
Rainham, England, United Kingdom, UK

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Bio

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Support Team Leader
      • Jan 2021 - Present

      Overall team managementProducing accurate capacity calculations and RotasMonitoring team's KPIs and call quality targetsReviewing areas of development and thinking for fresh ideasWorking closely with Trainer to support trainingConducting monthly 121s and Return to work interviewsManage escalated and complaint clientsManaging vulnerable client casesCompleting call monitoring and providing effective feedback

    • Paraplanner
      • Jan 2020 - Dec 2020

      Completing fact finds with clientsCompleting budget planners with clientsWorking closely with financial advisors to ensure client details are correct

    • Customer Relations Officer
      • Jan 2019 - Jan 2020

      Taking inbound and outbound callsAssisting clients with queriesDealing with complaint clientsDealing with vulnerable clientsExceeding volume and quality KPI's

    • United Kingdom
    • Medical Device
    • 1 - 100 Employee
    • Call Agent
      • Jun 2018 - Jan 2019

      Outbound cold calling to prospective leads. Selling lifeline systems over the telephone. Booking appointments for our representatives. Outbound cold calling to prospective leads. Selling lifeline systems over the telephone. Booking appointments for our representatives.

    • Germany
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Order Picker
      • Feb 2017 - Sep 2018

      Picking large orders for BP petrol stations Driving a LLOP Loading orders onto the correct lorries Picking large orders for BP petrol stations Driving a LLOP Loading orders onto the correct lorries

    • United Kingdom
    • Spectator Sports
    • 1 - 100 Employee
    • Event Steward
      • Jan 2016 - Sep 2018

      I worked as an Event steward during my studies at Coventry university As a Steward, I worked at a number of different venues including Wasps RFC, Birmingham FC, and nightclubs within the city I worked as an Event steward during my studies at Coventry university As a Steward, I worked at a number of different venues including Wasps RFC, Birmingham FC, and nightclubs within the city

    • Germany
    • 1 - 100 Employee
    • Receptionist
      • Apr 2013 - Sep 2016

      Greeting and signing in clients. Carrying out safety checks on the play equipment daily. Taking food orders Managing building capasity during busy periods. Making announcements over the speaker system. Greeting and signing in clients. Carrying out safety checks on the play equipment daily. Taking food orders Managing building capasity during busy periods. Making announcements over the speaker system.

Education

  • Coventry University
    Business management
    2015 - 2018

Community

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