Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Regional Client Service Manager

  • Aug 2022 - Present

• Senior Client Service Manager

  • Aug 2015 - Jul 2022

  As Senior Client Service Manger of the Financial Planning team I am responsible for the Clients Services team across various location in both North and South Queensland whilst supporting 8 planners directly and assisting a further 20 within our pooled region.We provided ongoing support to over 28 Financial Adviser and their clients both Locally and across the North region thru a centralised workflow system. This allows us to set realistic expectations and support and monitor the progress of these task to ensure our clients are receiving a consistent and efficient service.I have provided regular formal training session both across the country and locally within Financial Planning whilst supporting the team to ensure we are providing the Clients the experience they deserve.Part of the ongoing support to client services is that we perform regular audits of all staff learning as well as complex tasks to identify any trends that may contribute to more training required and assist in the development and upskilling of our staffPart of the role of SCSM and MTM is to Monitor the tasking allowing us to ensure staff are consistent in reaching their Monthly targets allowing client services to grow and move towards their goals



Bridges Financial Services

• Financial Services
• 100 - 200 Employee

• Client Services

  • Jan 2015 - Jul 2015

  - Coordinate, assist and provide PA support to the 2 Financial Advisers- Complex diary management- Organisation for team events & Client Functions - SOA docuementation and implementation- Stockbroking and Managed Fund purchasing and sales - Coordinate, assist and provide PA support to the 2 Financial Advisers- Complex diary management- Organisation for team events & Client Functions - SOA docuementation and implementation- Stockbroking and Managed Fund purchasing and sales



IOOF

• Australia
• Financial Services
• 500 - 600 Employee

• Team Leader - Financial Planning Business Support

  • May 2008 - Nov 2014

  Team Leader of the Financial Planning Business Support which provided phone support for the in-house investment management system of IOOF Advice holdings as used by Bridges Financial Planning offices.FPBS provide system support on the Client Management System (XPlan) used by the Financial Planning practices mainly dealing with specifics of account set ups and order placements whilst providing ongoing training, support documentation and software testing to ensure we can support over 700 users to the best of our ability. We provide support to the Alliance Managers in regards to the software and systems provided to our referral partners and the electronic process of potential leads.



Bridges Financial Services

• Financial Services
• 100 - 200 Employee

• Client Services Manager

  • Jun 2002 - May 2008

  For many years I Coordinated and provided PA support to the 4 Financial Advisers and Business Manager with the Bridges Nowra office. Daily task included: - Complex diary management- Email management- Minute taking , create agendas - Organisation of team events & Client Functions - Coordinate all administration requests and staff to endure seamless workflow - Incoming and outgoing phone management- All travel organisation for the business - Set up new employees and train on office procedres - SOA docuementation and implementation- Stockbroking and Managed Fund purchasing and sales