Experience

Skye

• Australia
• Financial Services
• 1 - 100 Employee

• Implementation Team Lead

  • Oct 2020 - Present

  Leading a team of CSOs working in implementing a high volume of personal insurance applications. Also incorporating reviewing existing client's insurance portfolios. Leading a team of CSOs working in implementing a high volume of personal insurance applications. Also incorporating reviewing existing client's insurance portfolios.



Retirement and Pensioner Planning

• Australia
• Investment Management
• 1 - 100 Employee

• Client Services Manager

  • Jan 2019 - Sep 2020



Countrywide Advice

• Australia
• Financial Services
• 1 - 100 Employee

• Client Service Manager/Adviser Support

  • Sep 2017 - Dec 2018

  Assisted with and managed aspects of the Management Buy-out and transition of the business to a new Dealer Group, including the onboarding of the Adviser/Director of the business  Initial & Ongoing training and supervision of the Client Services Team (2 people) to ensure best practice and procedures are followed  Claims Management (IP, Life, Trauma & TPD) from lodgment to outcome  Support to Adviser/Director including organising client meetings, risk research, ensuring compliance requirements are met  New Business applications and underwriting  Assistance with the provision of insurance services to members of a large Group Insurance Scheme Note, this role was also a continuation of aspects of my role at AustBrokers as we remained connected Show less



Austbrokers Countrywide

• Australia
• Insurance
• 1 - 100 Employee

• Client Services Officer

  • Sep 2014 - Aug 2017

  Strategic business support by monitoring and executing daily workflow items to the Financial Services Division (Advice & Administration) to facilitate the renewal and retention of existing business and assist with the growth of the business through various referral channels, including but not limited to: - Client service to existing clients: ▫ Answering insurance policy & superannuation account holders enquiries, updating address details, following up premium payments, beneficiary nominations etc. ▫ Assisting advisers and their clients with alterations to levels of cover, ownership, exclusion and loading reviews, Superannuation rollovers and withdrawals - Adviser support to new business prospects: ▫ Assistance with the preparation of SOAs (compliance checks) ▫ Online application completion with clients and lodgment of applications with insurers ▫ Managing the underwriting process through to policy outcome - Compliance: ▫ Annual delivery of Superannuation Policy Holder mail out ▫ Annual delivery of Group Insurance Scheme ▫ Delivery of Fee Disclosure Statements & Opt-In Show less



Primestock Securities

• Financial Services
• 1 - 100 Employee

• Client Services Officer

  • Aug 2013 - Aug 2014

  Assist in the preparation of Statements of Advice (SoA), Records of Advice & Financial Reviews  Placing Managed Fund and Stock orders, ensuring they are accurate & complete - Implementation of SoAs: ▫ Complete, co-ordinate & follow up application lodgments for investment & insurance recommendations as well as withdrawals, additional investments in line with the recommended strategy. ▫ Maintain contact with clients, ensuring that all queries and escalations are dealt with in a timely manner - Client Relationship Communications: ▫ Act as second point of contact for clients and undertake all administrative enquiries ▫ Maintain ongoing service program for clients, including review workflow - Office Maintenance/Management & Reporting: ▫ Maintain CRM & Platform data ▫ Daily workflow reports & timesheet completion Show less



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Business Development Officer, Adviser Partnerships

  • Jul 2012 - Apr 2013

  Client Service to Financial Planning Practices throughout Australia:- Secondary point of contact for financial planning practices including advisers and support people- Assisted them with the smooth running of end investor seminars/information evenings- Ensured satisfactorily end investor complaint resolution Sales Support Services:- Resolved questions or problems and simpler product, performance or technical questions relating to Russell’s suite of Managed Funds- Distributed fund marketing information to advisers where appropriate.- Assist with the preparation for client meetings/presentations (working within the Retail team and internal sources on presentation construction, updating of time-sensitive information in presentations, printing, binding etc.)- Delivery of necessary sales support materials (i.e. Product Disclosure Statements, brochure ware) Administration:- Provided administration support including: Expenses, Diary management & Travel- Managed the ongoing integrity of data in SalesLogix (ensuring advisers correctly mapped to cashflow, contact details are up to date, relevant information for each client is stored correctly).- Coordinated in house events and provided support at Russell’s Annual Investment Summit.- Other administration duties such as printing, binding, providing back up to other support personnel. Show less

• Business Development Officer, National Account Management

  • Jan 2011 - Jun 2012

  Client Service to National Dealer Groups:- Primary point of contact for the national dealer groups support people, this support extended to the coordination of presentations, event co-ordination and management, delivery of up to date Russell information, delivery of brochure ware and marketing materials, coordinating the participation of the National Account Managers (NAMs) at professional development sessions.- Participated in account planning meetings, implemented a client communication matrix and communications calendar, assisted with the implementation of campaigns across the client base.- Ensured all communications were distributed to the client in a timely and effective manner/format)- Established effective working relationships with the appropriate people in Russell's distribution relationships- Responsible for delivery of client reports within the timeframe of contractual Service Level Agreements Sales Support Services- Assisted in developing sales by identifying (through data reconciliation) new financial planners to National Accounts to the Adviser Partnership Team Project Work- Part of the project team to deliver SalesForce (Client Relationship Management database) into Australia Show less

• Business Development Officer

  • Mar 2009 - Jan 2011

  Primary point of contact for the financial planning firms’ support people, established effective working relationships with the appropriate people in Russell’s distribution networks. This support extended to the coordination of presentations, delivery of up-to-date Russell information, delivery of brochure ware and marketing materials, coordinating the participation of RM’s & BDM’s at professional development sessions and customer seminars, etc. Participated in quarterly team meetings.Similar duties to the role within the same company in 2011- 2012 but to a slightly smaller team. Show less

• Personal Assistant - Alternative Assets & Strategies

  • Jul 2006 - Feb 2009

  Assisted the Director of Alternative Assets and Strategies (primarily Private Equity & Infrastructure) and his team of two consultants and two analysts in the provision of quality and timely products/services to clients & other external/internal contacts.