Daniel Clisby Email & Phone Number

Adelaide, Sa, Au

Adelaide, South Australia, Australia

Adelaide Aquatic Centre

Adelaide Aquatic Centre

Adelaide, Australia

•Conduct regular 1:1 conversations with team members to discuss overall performance,tracking performance against business goals.• Completing both formal and informal performance management conversations withmy team members.• First point of contact to defuse and help provide solutions to challenging customerconcerns, whilst maintaining a calm and patient manner.• Help to develop and implement policies, procedures and process improvementinitiatives to improve retention rates and increase customer satisfaction.• Monitoring and managing the quality of customer service phone calls and emails andoffer constructive criticism to help improve the customer experience.• Attend weekly planning meetings with the broader leadership group to discussworkflow plans and resourcing.• Hold monthly meetings with team members to discuss engagement and ways toimprove engagement.

Adelaide, Australia

• Delivered a high level of service to clients to build upon relationships for the future.• Updated clients proactively and consistently regarding questions posed about theirself-managed superannuation funds.• Managed the tax returns and general compliance for over 500 self-managedsuperannuation funds whilst developing and maintaining positive relationships.• Managed a sm

• Developed a thorough knowledge of new self-managed superannuation funds.Including the production of trust deeds, membership forms and product disclosurestatements.• Developed and maintained relationships with trustees, advisors and advisor assistants.• Maintained workflows to improve the efficiency of setting up self-managedsuperannuation funds.• Worked cooperatively in a team environment and assisted work colleagues.

• Maintained detailed administrative and procedural processes to improve accuracy andefficiency.• Maintained physical and electronic filing systems to maintain efficiency.• Prioritisation of daily mail across all self-managed superannuation funds in thebusiness.• Supported office operations, managed client correspondence, tracked records andhandled internal communications.