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Alannah Wegner is listed as Client Service Officer at Halpin Wealth at Halpin Wealth, a company with 23 employees, based in Ascot Park, South Australia, Australia. AeroLeads shows a matched LinkedIn profile for Alannah Wegner.
Alannah Wegner previously worked as Client Services Officer at Halpin Wealth and Senior Client Services Officer at Poynter Hargraves Financial Consultants. Alannah Wegner holds Bachelor'S Degree, Financial Planning And Services from University Of South Australia.
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Multi-talented client service officer with a Certificate III in Business Administration, 8 years experience in administration and customer service, and 3 years experience as a Client Service Officer for multiple financial advisers.Skilled at building strong professional relationships across all organizational levels.Excel at providing first point resolution, sharing product knowledge and seeking alternatives for clients to ensure positive outcomes.Enjoy working in a team environment and have demonstrated ability to work autonomously.Desire to succeed and to create a seamless customer service.Able to embrace change with speed and adapt easily to the environment around me.
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Adelaide, South Australia, Australia
- Deliver exceptional customer service by addressing client inquiries, resolving issues promptly, and ensuring a positive client experience throughout their journey with the firm.- Oversee client accounts, ensuring they are updated regularly, monitoring performance, and providing clients with accurate and timely information about their investments and.
Mile End, South Australia, Australia
- Client Services, via inbound and outbound calls and emails from both clients and Advisers- Preparation and post-review document processing for all client meetings- Project Coordination, alongside the Executive Assistant and Senior Managers- Supporting other departments with overflow of work- Supervision and management workflow for 2 x Junior.
Bedford Park, South Australia
- Client Services via inbound and outbound calls and emails, and Back Office/Middle Office processing for Pensions, Super & Investments- Client Resolutions / General Insurance / Wealth Platforms: Wrap and Panorama- Consumer Credit and Insurance- Providing training in Consumer Credit and Insurance - Assisting Management with daily stat reports- Assisting.
Norwood, South Australia
- Client Services via inbound and outbound calls and emails- Booking appointments- Managing consultants - Processing orders - Payroll and management of petty cash- Study for Certificate III in Business Administration - All duties affiliated with front reception
Other employees you can reach at halpinwealth.com.au. View company contacts for 23 employees →
Paula Walker
Colleague at Halpin WealthHappy Valley, South Australia, Australia, Australia
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Brendan Atkins
Colleague at Halpin WealthGreater Darwin Area, Australia
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Andrea Phillips
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Enrico Barila
Colleague at Halpin WealthMarino, South Australia, Australia, Australia
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Andrew Sterzl
Colleague at Halpin WealthAdelaide, South Australia, Australia, Australia
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Bushra Chaudhry
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Michael Hart
Colleague at Halpin WealthSouth Australia, Australia, Australia
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Kerry Hennessy
Colleague at Halpin WealthAdelaide, South Australia, Australia, Australia
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Michael Smith
Colleague at Halpin WealthGreater Adelaide Area, Australia
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Aye Aye Than
Colleague at Halpin WealthMyanmar, Myanmar
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Quick answers generated from the profile data available on this page.
Alannah Wegner works for Halpin Wealth.
Alannah Wegner is listed as Client Service Officer at Halpin Wealth at Halpin Wealth.
Alannah Wegner is based in Ascot Park, South Australia, Australia while working with Halpin Wealth.
Alannah Wegner has worked for Halpin Wealth, Poynter Hargraves Financial Consultants, Bt, and Jobs Statewide.
Alannah Wegner's colleagues at Halpin Wealth include Paula Walker, Brendan Atkins, Andrea Phillips, Enrico Barila, and Andrew Sterzl.
You can use AeroLeads to view verified contact signals for Alannah Wegner at Halpin Wealth, including work email, phone, and LinkedIn data when available.
Alannah Wegner holds Bachelor'S Degree, Financial Planning And Services from University Of South Australia.
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