Roslyn McGee

Customer Service Associate in Mutual Funds at Pramerica
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Contact Information
us****@****om
(386) 825-5501
Location
Sydney, New South Wales, Australia, AU

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Experience

    • Ireland
    • Financial Services
    • 200 - 300 Employee
    • Customer Service Associate in Mutual Funds
      • Dec 2019 - Present

      Responsibilities • Take incoming calls from Prudential’s Mutual Funds clients - Account owners, Prudential • Financial Advisors and Third-Party Brokers. • Handle requests/problems for customers; investigate the situation, determine appropriate course of action and follow through with the customer on resolution. • Provide account information; complete account maintenance; assist with online access and process financial exchanges and redemptions. • Strive to exemplify Prudential’s core value of providing world class customer service in every customer interaction. • Responsible for possessing a high level of technical knowledge regarding components of products that are serviced by Mutual Funds. • Use computerised system for tracking, information gathering, providing information, referrals, routine transactions and troubleshooting. • Meets or exceeds daily productivity standards in line with set quality standards and meets all service level timelines. • Motivate and support co-workers to attain team and department goals • Use feedback to identify opportunities for continual performance improvement. Show less

    • Ireland
    • Utilities
    • 700 & Above Employee
    • Lead Planner
      • Sep 2021 - Apr 2022

      • Promoted to Lead Planner overseeing 3-4 direct reports • Developing and maintaining a process to proactively manage the critical path of the project • Monitoring and reviewing key performance indicators to benchmark individual & collective project performance • Maintaining work package descriptions for each contract package including description of work, key milestones, and interfaces • Lead change initiatives and acts as an advocate for continuous improvement and problem solving • Collaborating with installation and engineering teams ensuring short and long-term plans to keep capacity at the required level • Submitted status reports to management and apprised them of situations that required escalation • Creating reports for senior management each morning to monitor colleagues’ performance • High level of computer skills and strong knowledge with various software systems - ARC, ARCGis Pro, Orion, Computer Science, Microsoft Excel & Microsoft Word Show less

    • Network Planner
      • Mar 2020 - Sep 2021

      Responsibilities:• Responsible for the initial planning and designing the introduction of new facilities and changes to existing facilities within the budget and schedule, following company management of change process and tools • Design the network architecture for efficient circuit switch routing of internet traffic • Identified poor quality lines and underutilised circuits • Create all project related documentation for both hardware and architectural reviews • Monitored service performance and work with planning teams in implementing remedial actions for areas of responsibility • Use feedback to identify opportunities for continual performance improvement Show less

    • United Kingdom
    • Hospitality
    • 700 & Above Employee
    • Bartender
      • Aug 2018 - Sep 2019

      Key Achievements • I achieved the highest sales as a bartender on an on-going basis as a result of my speed and efficiency, along with making sure the customer’s experience was the best possible. Key Achievements • I achieved the highest sales as a bartender on an on-going basis as a result of my speed and efficiency, along with making sure the customer’s experience was the best possible.

    • United Kingdom
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Receptionist
      • Mar 2011 - Aug 2018

      Key Achievements • Working in a small company I was able to adapt to various roles which I have been able to build upon in other employment. Key Achievements • Working in a small company I was able to adapt to various roles which I have been able to build upon in other employment.

  • Belmount House Special School
    • Derry, Northern Ireland
    • Volunteer
      • Sep 2014 - Dec 2014

  • Destined
    • Derry, Northern Ireland
    • Volunteer
      • Jan 2014 - Apr 2014

      Destined is a voluntary charitable organisation that seeks to address the needs of people with learning disabilities in a whole life context. Destined's aim is to empower people with learning disabilities and promote social inclusion. Destined is a voluntary charitable organisation that seeks to address the needs of people with learning disabilities in a whole life context. Destined's aim is to empower people with learning disabilities and promote social inclusion.

Education

  • Liverpool John Moores University
    Bachelor's degree, Criminal Justice
    2014 - 2018

Community

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