Senior Client Services Officer
Dec 2022 - Jan 2024
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Anna D. Email & Phone Number
Senior Client Services Officer
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Role
Senior Client Services Officer
Location
Sydney, New South Wales, Australia
Who is Anna D.? Overview
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Anna D. is listed as Senior Client Services Officer based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Anna D..
Anna D. previously worked as Senior Client Services Officer at Findex and Client Services Officer at Nicol & Nicol. Anna D. holds Bachelor Of Business (Financial Planning), Financial Planning And Services from Rmit University.
Profile bio
About Anna D.
Anna D. is a Senior Client Services Officer.
2 roles
Anna D. work experience
A career timeline built from the work history available for this profile.
Client Services Officer
I'm responsible for delivering services to customers as part of a financial management team. Handling transactions for clients, manage individual client caseloads and escalate complex matters higher up the chain.My Responsibilities Include: - Handling client calls and emails, responding in a timely manner.- Preparing Statements of Advice.- Preparing documentation for meetings.- Lodging applications and preparing submissions for business.- Liaising with internal teams and colleagues to resolve problems and find solutions.- Creating and maintaining client files.- Liaising with financial institutions on behalf of clients.- Giving technical support to clients on bespoke software, if they are using it at home.- Processing client orders, such as new company formations, trusts or self-managed superannuation funds.-Assessing client budgets and creating financial plans.
Mar 2019 - Nov 2022
2 education records
Anna D. education
Bachelor Of Business (Financial Planning), Financial Planning And Services
Diploma Of Financial Planning, Financial Planning And Services
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What is Anna D.'s role at their current company?
Anna D. is listed as Senior Client Services Officer.
Where is Anna D. based?
Anna D. is based in Sydney, New South Wales, Australia.
What companies has Anna D. worked for?
Anna D. has worked for Findex and Nicol & Nicol.
How can I contact Anna D.?
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What schools did Anna D. attend?
Anna D. holds Bachelor Of Business (Financial Planning), Financial Planning And Services from Rmit University.
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