Dev S. Email & Phone Number

Melbourne, Victoria, Australia

-Started with the applications team working on new client applications for SMSF accounts involving regulatory compliances and facilitating new account setups meeting strict deadlines-Analysing and proof reading Trust Deeds and making sure there are no discrepancies in the information provided and complying with APRA & ANZIC standards-Being an active team player and always offering to improve processes and offer my expertise and working closely with the seniors, team leaders and internal stakeholders-Authorising work of the peers to make sure there are no errors and providing feedback and coaching if there are any gaps -Recently moved to the international payments team which involved analysing and processing high value international payments for business banking clients which involved processing international transfers to anywhere in the world which involved getting the best forex rate and making sure this is done same day so clients get the best value for their transfers adhering to strict deadlines-Adhering to ASIC & APRA requirements and identifying any red flags and risks to make sure there are no anti-money laundering risks.-Always being ethical and following the regulatory procedures and raising any risks with the risk team to make sure there are no potential risks complying with sanctions.-Excellent analytical and data entry skills and operating in a high paced environment to make sure all of the daily transfers are processed timely and within the same day.-High attention to detail and working with high efficiency while dealing with internal stakeholders and meeting strict KPI’s

Working within the institutional WRAP team - Macquarie WRAP is a custodian investment platform that holds broad range of asset classes. Handling enquires relating to investment, super and pension accounts. The role includes collaborating with internal stakeholders, to ensure investments are being bought, sold and transferred in the most simplest way possible and responsible for working with intermediaries to ensure the relationship is nurtured and that continues to bring in business to the Macquarie wealth platforms.Providing a broad exposure within stakeholder management. Regularly engaging in working with different areas to identify business enhancement and process improvements. Taking ownership of request, across ASX listed securities, international listed securities, managed funds, separately manage accounts (SMA’s), corporate actions, custodians, investments, transfers relating to superannuation and pension accounts on the Macquarie WRAP platform.Also part of the Macquarie Wellbeing team to promote positives of mental health and being an active member for the LGBTIQA+ community.

Sydney, New South Wales, Australia

Macquarie's Wealth Client Experience team supports clients across Australia regarding their Wealth Management products, including Cash Management Accounts, Self Managed Super Funds, Term Deposits and Online Trading Accounts.This is fast-paced, structured contact centre environment and responding to queries from the clients regarding their Cash Management Accounts, Self Managed Super Funds and Term Deposit Accounts and taking ownership of customer queries and liaising with multiple teams internally. *Won an award for Best Digital Adoption, 5 months into my role out of all the CX teams at Macquarie.*