Senior Sales Associate

• Jun 2016 - Present

As a senior sales associate, my job is to greet customers, understand their needs, and provide personalized recommendations to enhance their shopping experience. I provide a specialist level of customer service by answering questions, processing transactions, and staying up to date with product information and updates. In addition, I maintain a clean and tidy store to enhance the appeal of the store environment and actively seek out and engage customers to promote sales and cross-selling products. I process incoming and outgoing inventory and conduct inventory counts, as well as maintain accurate records of customer information and store information. My role also involves assisting with store operations, including opening and closing procedures and ensuring compliance, and collaborating with other team members to achieve store goals and objectives. I contribute to the overall success of the store by supporting marketing and promotions. Overall, my job as a customer service specialist requires me to have excellent communication and interpersonal skills to provide exceptional customer service, as well as attention to detail to maintain accurate records and inventory counts. I enjoy working with customers to help them find what they need and to promote sales in the store. Show less

Client Services Officer

• Nov 2021 - Dec 2022

As a client service officer, my main responsibilities included building and maintaining strong relationships with clients, and acting as their primary point of contact. I worked closely with clients to provide high-quality customer service by responding to their inquiries about investment performance, portfolio and market conditions, this was done adhering to internal policies, procedures and regulatory compliance measures. In addition, I supported advisors by assisting with client meetings, preparation of materials, and follow-ups, as well as providing administrative support such as maintaining calendars, scheduling appointments and preparation of reports. I also processed client requests, such as application papers, superannuation/pension paperwork and execution of trades. My role also involved supporting the client onboarding process and educating the client, including an explanation of products, services and account features. Collaboration with other client service officers ensured that comprehensive support was given to clients. Overall, my role as a client service officer required excellent communication skills, attention to detail, and a strong customer service orientation to ensure that clients receive a high level of support and that all regulatory requirements are met. Show less

Financial Planning Intern

• Sep 2021 - Nov 2021

Customer Service Assistant

• May 2013 - Aug 2019

In my previous job as a customer service assistant, I had a number of responsibilities that were key to ensuring that customers had a positive experience. One of my main duties was to address customer complaints with a high level of professionalism and ensure that every customer left satisfied. This involved listening carefully to their concerns, identifying the root cause of the problem, and working to find a solution that met their needs. Another key responsibility was processing customers' requests for refunds and exchanges. This involved ensuring that all requests were handled efficiently and effectively, and that customers were informed of the status of their request in a timely manner. In addition, I achieved exceptional results in stock audits throughout my designated work areas, which helped to ensure that inventory levels were accurate and that customers could easily find the products they were looking for. Finally, I achieved a high level of KPIs, primarily based on customer satisfaction and experience. This involved working closely with customers to ensure that their needs were met and that they had a positive experience when interacting with the company. Overall, my previous job as a customer service assistant required me to have excellent communication skills, attention to detail, and a strong customer service orientation. I enjoyed the opportunity to work with customers and to help them find solutions to their problems, and I am proud of the results I achieved in terms of customer satisfaction and experience. Show less