Conna Kelly Email and Phone Number
Conna Kelly personal email
- Valid
- Valid
Conna Kelly is a Associate at SME Wealth Protection at SME Wealth Protection. She possess expertise in internet explorer, powerpoint, banking, financial planners, pensions and 25 more skills.
Sme Wealth Protection
View- Website:
- smewealth.com
- Employees:
- 3
-
AssociateSme Wealth Protection May 2019 - PresentBrisbane, Australia
-
Authorised RepresentativePacesetter Financial Services Jul 2016 - May 2019Springwood, Brisbane
-
Client Services OfficerPacesetter Financial Services Dec 2007 - Jul 2016Springwood, Brisbane- Prepare, monitor and follow up all client communications- Correspondence with carriers- Support the Advisers and Paraplanners to ensure the accurate and timely preparation of advice and supporting documents- Assist the Advisers and Member Firm to meet compliance requirements- Preparation of applications, lodgement and implementation of new business- Maintain confidential client records and ensure all client data is accurately recorded in all business systems
-
Contract ParaplannerFocus Paraplanning & Administration Nov 2012 - Apr 2013Brisbane, Australia
-
Client Support ExecutiveBank Of New York Mellon Jul 2007 - Oct 2007Edinburgh, Uk- Responsible for the handling and resolving of all complaints received by Bank of New York Mellon Investments UK, and providing a high standard of customer service for complainants- Liaising with other departments and Management Companies to ensure all enquiries and complaints are responded to in full and all outstanding issues resolved- Provide reports identifying trends in client enquiries and any weaknesses in procedures -
Customer AdviserNatwest Bank Jul 2005 - Jul 2007Edinburgh, United Kingdom- Responsible for ensuring that the highest standards of customer service were delivered at all times including providing an appropriate response to any enquiries or concerns customers may have- Liaising extensively with customers to ascertain their specific requirements before advising them of the most appropriate products and services accordingly- Generating qualified leads on behalf of the bank specialists and working in close conjunction with other members of the team to ensure the achievement of individual and shared objectives- Maintaining awareness of industry and regulatory changes and ensuring strict compliance with retail banking standards - Responsible for promoting new products and meeting their associated sales targets
-
Customer Service AdviserScottish Courage Nov 2004 - Jul 2005Livingston, Uk- Playing a key role as a member of the Sales Recovery Team tasked with handling incoming calls from publicans and helping to resolve faults with beer dispensing units - Assisting with the recovery of lost, late and missed deliveries as well as liaising with logistic and payroll on behalf of customers- Consistently achieving agreed sales targets and taking orders from publicans and wholesalers over the telephone -
Assistant Branch Manager | Customer Service OfficerSt George Bank May 2003 - Sep 2004Loganholme, Brisbane- Demonstrating an excellent working knowledge of the complete product and service portfolio and utilising this to achieve sales targets - Developing productive relationships with customers and identifying opportunities to increase business- Making a significant contribution to the development of the branch business plan and utilising existing systems and audit processes - Identifying and meeting the individual training requirements of new and existing members of staff - Implementing safe and secure cash handling procedures and balancing the cash desk at the end of each day - Handling any enquiries or complaints that may arise with responsibility for ensuring their satisfactory resolution -
Sales Support | TelesalesNec Xerox Business Centre Jun 2000 - Mar 2001West End, Brisbane
Conna Kelly Skills
Conna Kelly Education Details
-
Financial Planning And Services -
Kaplan ProfessionalFinancial Planning -
The Chartered Insurance InstituteUk Financail Services Regulation & Ethics, Investment & Risk, Financial Protection
-
Australian Institute Of Workplace LearningCertificate Iii In Financial Services
Frequently Asked Questions about Conna Kelly
What company does Conna Kelly work for?
Conna Kelly works for Sme Wealth Protection
What is Conna Kelly's role at the current company?
Conna Kelly's current role is Associate at SME Wealth Protection.
What is Conna Kelly's email address?
Conna Kelly's email address is vc****@****ail.com
What schools did Conna Kelly attend?
Conna Kelly attended Kaplan Professional, Kaplan Professional, The Chartered Insurance Institute, Australian Institute Of Workplace Learning.
What skills is Conna Kelly known for?
Conna Kelly has skills like Internet Explorer, Powerpoint, Banking, Financial Planners, Pensions, Business, Insurance, Retirement Planning, Financial Planning, Lotus Notes, Superannuation, Critical Illness.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial