Celeste Piaggio Email & Phone Number

Sydney, New South Wales, Australia

I assist with the customer experience by resolving complex enquiries and challenges they encounter whilst using or looking to use the CommSec online platform to trade on the ASX. My role as an inbounds Equities Associate involved the following tasks;- Liaising with customers over the phone and via email regarding their Equities Account, Settlement, Trading Limits, Estates Matters, Corporate Actions and Conversions e.g. I2C, B2B and OMT.- Identifying customer issues and then utilising my problem solving skills to deliver relevant and effective solutions to create positive outcomes in a timely manner adhering to the ASX regulations for complaint disputes.- Work in strict compliance with the Code of Banking Practice, internal policies and other statutory regulations including Anti-Money Laundering and Counter Terrorism Act 2006. - Attention to details to ensure that all my work abides by the regulations and performing risk assessments on a case-by-case scenario to ensure the company is not open to any risks because of the service provided.- Educating new clients to navigate and understand the basics of entering the Australian Capital Market and addressing any issues or concerns. - Placing Trades over the phone for clients.- RG146 Certified.

Australia

- I organised daily operations and motivated staff to provide excellent customer service. - I helped increase profitability and boost customer engagement.- I scheduled shifts for baristas and wait staff, monitored daily expenses and revenues, and coordinated with vendors to order supplies.- Managing day to day operations of the cafe- Interviewing and training employees on store processes including barista training.- Maintaining updated records of daily, weekly and monthly revenues and expenses.- Advise staff on best ways to resolve issues with clients and how to maintain and nurture relationships with and deliver excellent customer service to clients.