Clerise Allwright Email & Phone Number

Geelong West, Australia

Position OverviewReporting to Team Leader Planning Service Quality, this role was responsible for supporting 8 of the top 100 planners across Victoria and Tasmania with the largest ongoing client base. Responsibilities* Administration and collation of client documents as required for planner and client appointments* Collected and completed product research on internal/external products as requested * Booked, re-confirmed and followed up customer meetings * Completed customer or Financial Planner related requests from the centralised inbox* Actively supported Financial Planners with delivering their Ongoing Advice and FOFA Opt-in obligations * Actively managed the Financial Planner Upcoming Ongoing Advice reviews * Assisted the Financial Planner in maintaining a strong customer centric operating rhythm by producing and monitoring regular reporting * Monitored all Cash levels held within portfolios and reported findings as required* Actively managed the centralised team email inbox * Actively managed the centralised team phone * Maintained a professional, customer focused manner for internal and external customers

Geelong West, Australia

Position OverviewReporting to the Team Leader Planning Service Quality, this role was responsible for supporting approximately 20 planners across Victoria & Tasmania with portfolio coordination and regular electronic task allocation. Responsibilities* Administration of client documents as required * Collated required documents/reports for Financial Adviser appointments * Collected and complete product research on internal/external products as requested * Ensured corresponding documentation is stored and saved appropriately * Booked, re-confirmed and followed up customer meetings * Completed customer or Financial Planner related requests from the centralised Inbox * Received/conducted internal and external customer calls * Maintained a professional, customer focused manner for internal and external customers

Geelong West, Australia

Position OverviewReporting to the head of the Partnership, this role was responsible for supporting 6 Financial Planners across the Geelong Region and Melbourne CBD.Responsibilities * Managed six Financial Planners diaries.* Monitored and maintained all the Ongoing Advice Customer appointments by way of Scheduling / booking the appointments.* Collated required documents/reports for Financial Adviser appointments * Collected and completed product research on internal/external products as requested * Ensured corresponding documentation was stored and saved appropriately * Monitored all Cash levels held within portfolios and report findings as necessary. * Booked, re-confirmed and followed up customer meetings * Received/conducted internal and external customer calls * Maintained a professional, customer focused manner for internal and external customers

Ballarat, Australia

Position OverviewReporting to the Head of Westpac Business Direct, this customer service role was based in a call centre environment managing inbound calls relating to business enquires.Responsibilities * Service inbound customer enquiries from small business customers across Victoria* Provide customer service experience with professionalism in line with company values* Facilitate opening of customer Bank Accounts* Set up of all new Business products* Directing customers to correct areas within Business Banking model* Maintaining KPI’s of call quality, productivity and compliance.