• Developing excellent customer relationships and dealing appropriately with challenging situations. • Maintaining a high level of confidentiality. • Dealing efficiently with incoming/outgoing calls and correspondence. • Maintaining excellent relationships with third parties e.g., MABS, Solicitors etc. • Assisting with new hire training. • Maintaining and monitoring ongoing customer contact and follow-up of cases. • Actively participating & contributing to weekly… Show more • Developing excellent customer relationships and dealing appropriately with challenging situations. • Maintaining a high level of confidentiality. • Dealing efficiently with incoming/outgoing calls and correspondence. • Maintaining excellent relationships with third parties e.g., MABS, Solicitors etc. • Assisting with new hire training. • Maintaining and monitoring ongoing customer contact and follow-up of cases. • Actively participating & contributing to weekly team meetings. Show less

• Created and maintained large client base by meeting needs and delivering exceptional customer service. • Discussed client financial options to keep customers informed regarding transactions. • Provided detail-oriented administrative support. • Processed trade access for new investors and shareholders • Maintained investor account balances and certificates. • Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance… Show more • Created and maintained large client base by meeting needs and delivering exceptional customer service. • Discussed client financial options to keep customers informed regarding transactions. • Provided detail-oriented administrative support. • Processed trade access for new investors and shareholders • Maintained investor account balances and certificates. • Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement. Show less