Experience

SuperIQ

• Financial Services
• 1 - 100 Employee

• Client Services SMSF Specialist

  • Jan 2013 - Present

  As a key contact point for Self Managed Super Fund trustees and financial advisers and intermediaries I strive to provide an exceptional client service experience every time. I am results driven and am committed to delivering an exceptional level of service to all my clients. I enjoy problem solving, making decisions and taking responsibility to ensure key outcomes are achieved. My current role includes managing a high volume of inbound and outbound calls and email traffic between administrators, trustees and advisers. I am responsible for following up with clients and advisory firms on missing or incorrect information accurately recording information and maintaining the company CRM system and follow ups in order to provide prompt responses to client queries and gather information for administrators in order to process end of year accounts and tax returns. I have a positive "can do" attitude and I love what I do and I enjoy working together with a team of professionals to get the job done. Show less



SuperConcepts

• Australia
• Financial Services
• 300 - 400 Employee

• Client Manager

  • Feb 2013 - Apr 2021

  Managing daily relationships with direct trustees and advisory firms to deliver an awesome service experience every time. Managing daily relationships with direct trustees and advisory firms to deliver an awesome service experience every time.



Provident Capital Limited

• Higher Education
• 1 - 100 Employee

• Client Services Manager

  • Aug 2010 - Jul 2012

  In my role as Client Services Manager I was directly responsible for achieving revenue growth and client retention by dealing with all new sales inquiries and successfully converting those inquiries to sales and growing FUM. I have considerable experience in phone based sales and I was responsible for managing and coaching a team of client service officers to ensure an exceptional client experience, every time. In my role as Client Services Manager I was directly responsible for achieving revenue growth and client retention by dealing with all new sales inquiries and successfully converting those inquiries to sales and growing FUM. I have considerable experience in phone based sales and I was responsible for managing and coaching a team of client service officers to ensure an exceptional client experience, every time.



Active Mail

• Australia
• Printing Services
• 1 - 100 Employee

• Sales Manager

  • Aug 1998 - Jul 2010

  I am an experienced sales manager with a passion for developing new business opportunities and the ability to successfully maintain and manage an existing client base and develop long term relationships. I take a consultative needs based sales approach and always look for a win-win solution. I am a results orientated leader and people orientated manager. I have extensive direct marketing experience gained over 12 years in a Mail house and Call centre environment. I have supplemented that experience by completing the Marketing Graduate Certificate and ADMA Call Centre Management Certificate. As Telesales manager I was responsible for managing all outbound B2B sales campaigns including sourcing new business opportunities, DM campaign planning, script preparation and budget management. My team leadership and management responsibilities included recruitment, training, motivation, call quality control and sales training of the telemarketing team. Show less



Locums Pty Ltd

• Australia
• Staffing and Recruiting
• 1 - 100 Employee

• Financial Services Consultant

  • 1991 - 1993

  Providing financial services, investment products and insurances to the Australian Medical Association’s membership. Prepare and deliver face to face sales presentations to doctors across Sydney Development and implementation of direct marketing strategies to database Providing financial services, investment products and insurances to the Australian Medical Association’s membership. Prepare and deliver face to face sales presentations to doctors across Sydney Development and implementation of direct marketing strategies to database