Clare Powell Email & Phone Number

Sydney, Australia

Sydney

• Manage SMSF client relationships through the adviser, accountant and direct trustee network.
• Provide active client management through proactive communication, engaging and empathising with clients; answering queries in a full and timely manner
• Manage a client portfolio including financial advisers and accountants as well as direct trustees to ensure Multiport is the first choice provider for SMSF administration and compliance.
• Provide the point of contact for all client queries including compliance questions and portfolio reporting
• Liaise with the Sales team to identify adviser trends and review new business opportunities
• Provide education for advisers and their support staff

North Ryde, NSW

• Private Wealth Partners is an independently owned firm of financial planners providing advice to private wealth clients within Sydney and Canberra.
• Reporting to Financial Adviser/Business Owner
• Developing and maintaining strong client relationships to ensure existing clients refer friends, family and colleagues
• Proactive approach to client management through regular communication, engaging and empathising with clients; answering queries in a full and timely manner
• Liaising with external referral parties, working with the adviser to develop these relationships to grow the client base through new referrals - many of the practice’s clients have come via referral parties and this.
• Managing the administration of investments for clients, including super and insurance applications for wrap clients, SMSF entities and HNW clients

Thame, Oxfordshire, UK

• A busy and demanding role balancing the provision of day to day assistance for a range of school services with the development of facilities to meet the changing demands of the curriculum - the school had 350 staff.
• Coordinated large scale projects including - Grounds maintenance contract review; Lettings policy review and organisation; Furniture replacement programme; Health and safety information and awareness
• Worked with the Site Managers co-ordinating buildings maintenance programmes to ensure that they were on schedule and assisted with response to urgent repairs
• Developed the catering contract, working in partnership with the contractor to introduce healthier food and resulting in the school achieving an award in a regional competition
• Project managed small works and office refurbishments
• Studied and passed a national recognised certificate in health and safety

London, United Kingdom

• Project managed the tender and implementation of a new travel agent within the UK head office which served several hundred staff and partners
• Project managed the implementation of a Facilities Helpdesk. This service provided one point of contact for over 700 staff.
• Coordinated regular reviews of the Helpdesk service, monitoring the response time and customer satisfaction for each area of service and developing the database to assist in the analysis
• Reviewed policies and procedures within the area of responsibility
• Advised overseas office managers on travel and insurance matters and coordinated the yearly reviews
• Promoted to the role from Facilities Administrator (May 2000 – Feb 2001)

Buckinghamshire, England

• The centre is a residential venue for international conferences and training programmes as well as special events
• Overall responsibility for client services at the centre
• Successfully managed a team of 7 through a period of change and re-organisation
• Developed client relationships to increase repeat business - the majority of companies were regular clients and many letters of reference note the excellent service provide by front of house staff
• Collated information from clients prior to their visit and communicated detailed requirements to all departments
• Prepared client accounts and improved the recovery of incidental charges