Dean Messina Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

Nominated for HUB Hero's Award of Excellence - Managing the onboarding process of new clients through account set ups, super and pension rollovers, and in-specie transfers in accordance with daily Service Level Agreements (SLAs).- Facilitate end-to-end processing for asset transfers.- Solving any inbound and outbound client queries.- Building relationships with stakeholders including financial advisers, retail clients, brokers, custodians, fund managers and internal departments.- Performing regular system data integrity checks for asset transfers.

Sydney, Australia

- Develop existing and new client relationships and generating leads for the Financial Adviser.- Preparing client meeting material for the Adviser efficiently.- Preparing compliant advice documents for recommended changes including RoAs and SoAs to provide to clients.- Advice implementation and processing of recommended changes.- Adhering to compliance procedures to perform data quality review in anticipation of the Adviser's external audit. - Coordination of several corporate actions for SMSFs and Platform clients including IPOs, Buybacks and Broker Allocations.- Promptly dealing with all client requests and enquiries.- Liasing with fund managers and insurance providers to obtain client information.

Sydney, Australia

- Processing and classifying transactions on a daily basis.- Conducted daily reconciliation of investment balances against the provider's data, and investigating any discrepancies to correct them.- Building relationships with platforms providers, fund managers, insurance providers and stock brokers to facilitate client investment and insurance changes.

- Primary focus on customer service skills and developing rapport and relationships with customers.- Conducted stock management, stock counting, and achieving store sales targets through team work and collaboration.

- Processing of income and accounts payables in MYOB.- Reconciliation of bank feeds and balances against the ledger in MYOB.- Discovering discrepancies and taking course of action to rectify them.

Bondi Junction, Nsw

- Delivered high-quality customer service by building rapport with customers.- Understanding customer needs and tailoring products to match these needs.- Solving queries and complaints in a professional manner. - Exposure to achieve sales targets and budget outcomes.

B. Business, Finance, Sub Majors In Financial Services And Marketing, Distinction

Activities and Societies: Investment society, Business society, Italian societyAchievements: Placed on Business School's Deans Merit List.

High School Certificate, Business/Commerce, General

Other Activities: Provided guidance to future students at open days.

Rg146 - Diploma Financial Planning, Financial Services