Julitz Smith

Client Service Officer at Halpin Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
AU
Languages
  • English Native or bilingual proficiency

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Client Service Officer
      • Jun 2020 - Present

  • Moore Stephens Australia
    • Adelaide, Australia
    • Client Service Officer
      • Dec 2019 - Jun 2020

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Client Services Officer
      • Jul 2017 - Nov 2019

  • Traveling Overseas
    • Dubai, UK & Europe
    • Working Holiday
      • Feb 2016 - Feb 2017

    • Australia
    • IT Services and IT Consulting
    • Administration Officer
      • Jul 2013 - Jul 2015

      Handling all HR work in relation to staff and running the weekly payroll. Maintaining holiday, absence and training records of staff Multi-task by prioritizing workload in a demanding environments Planning of social events First point of contact at office to all customers Creating support tickets for all jobs Coordinating all work health and safety processes and procedures Monitoring stationery inventory, office stock and ordering supplies Experienced in data entry, maintaining and updating databases, tracking and keeping record of all expenditure Carrying out routine administrative duties Competent in maintaining office areas Liaising with clients, suppliers and others via mail, phone or face to face in order to provide information and coordinate work Show less

    • Educator
      • 2010 - 2012

      A leading school with the British curriculum (Edexcel) and a school that encourages special children to get ready for the world. Following methods of teaching to teach kids day to day life needs. Organizing Events – (Worlds Down Syndrome day and Educational outings) Taught kids Mathematics and English under the special needs program A leading school with the British curriculum (Edexcel) and a school that encourages special children to get ready for the world. Following methods of teaching to teach kids day to day life needs. Organizing Events – (Worlds Down Syndrome day and Educational outings) Taught kids Mathematics and English under the special needs program

    • Pakistan
    • Banking
    • 700 & Above Employee
    • Team Leader - Customer Relations & Credit
      • Sep 2003 - Dec 2008

      Handled Customer Service such as Credit Coordination, Current account / Savings account openings and promoting bank products Identify customer needs and refer customer sales opportunities in term deposits, home loans, credit cards, personal loans & insurance to branch specialists Phone support to clients for inquiries and queries on bank services. Maintained client relationships and member accounts Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem and follow up to ensure resolution Prepare reports by collecting and analyzing customer information Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary Show less

Education

  • Kaplan Professional
    Advanced Diploma, Financial Planning and Services
    2020 - 2021
  • Kaplan Professional
    Diploma, Financial Planning and Services
    2017 - 2018
  • Kaplan Professional
    Financial Planning and Services
    2015 - 2015
  • Salford College Adelaide
    Business Administration and Management, General
    2013 - 2014
  • Institute of Management and Technology
    Information Technology
    2004 - 2006
  • Lyceum International School
    High School/Secondary Diplomas and Certificates
    1996 - 2001

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