Liza Zerwick

Customer Service Manager at Findex
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Brisbane Area
Languages
  • English Full professional proficiency
  • Afrikaans Native or bilingual proficiency
Skills

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Bio

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Credentials

  • XPlan training Certificate
    Iress

Experience

  • Findex
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Customer Service Manager
      • Nov 2021 - Present

  • One26 Financial Services Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Administrative Assistant
      • Feb 2021 - Nov 2021

  • Capital Focused Private Wealth
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Assistant
      • Oct 2019 - Feb 2021

  • BT
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Implementation Coordinator
      • Jul 2017 - Sep 2019

      Responsible for customer service both internal and external, implementation of advice as recommended by financial advisers across all divisions of Westpac and across all products, a firm understanding of advice strategies and ability to navigate all BT plat forms. Firm understanding of compliance requirements and regulations. The Implementation environment runs on high operating volumes carrying a Work In Progress of 40 complex tasks per coordinator. As an Personal Assistant I was responsible for offering personal support to 9 senior financial advisers.

    • Customer Relations Specialist
      • Dec 2014 - Jun 2017

      Responsible for customer service, processing, amendments, verifications, reporting – success in these areas are not possible without open, clear and immediate communication with all role players

    • Customer Relations Specialist
      • Oct 2012 - Dec 2014

      Cross skilled in Claims, General insurance, Mortgage Secure, Travel & Car insurance customer service and Retention

  • QPL Ltd
    • Australia
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Senior Recruitment Consultant
      • Mar 2012 - Aug 2012

Education

  • Performance Edge Systems - Talent 2
    Certificate III, General Insurance
    2012 - 2012
  • University of Pretoria South Africa
    BA, Social Work
    1991 - 1995

Community

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