Felix Patterson Email & Phone Number

Auckland, New Zealand

At Apex Advice, a rapidly growing financial advisory firm, I serve as a Relationship Specialist, helping individuals and small businesses navigate their financial options. We specialize in mortgages, investments, KiwiSaver, and insurance.In my role, I’m part of the core team responsible for integrating new clients, supporting policy renewals, and generating opportunities for Advisers.Key Responsibilities:- Conduct daily outbound calls to existing clients and follow up on… Show more At Apex Advice, a rapidly growing financial advisory firm, I serve as a Relationship Specialist, helping individuals and small businesses navigate their financial options. We specialize in mortgages, investments, KiwiSaver, and insurance.In my role, I’m part of the core team responsible for integrating new clients, supporting policy renewals, and generating opportunities for Advisers.Key Responsibilities:- Conduct daily outbound calls to existing clients and follow up on leads.- Coordinate appointments and meetings between clients and Advisers.- Assess and refer client opportunities to Advisers.- Maintain accurate and up-to-date client records in our CRM.- Meet all reporting requirements and maintain data integrity. Show less

Salt Lake City, Utah, United States

Provide excellent service to clients by taking inbound calls and assisting them with a broad range of needs, including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Participate in a career development program that provides dedicated time for growth and renewal, as well as personalized support and guidance from career guides.

Salt Lake City, Utah, United States

I assist church leaders with financial and membership record activities. I expand my role into North America and Central America. I specialize in working with leaders in Central America in countries such as Nicaragua, Guatemala, Honduras, El Salvador, Panama, and Belize. I am involved with activities such as budgeting, financial reporting, disbursements, EFTs, donations, and ordering checks for all units in this geographic area. I provide excellent rapport and customer service to leaders in… Show more I assist church leaders with financial and membership record activities. I expand my role into North America and Central America. I specialize in working with leaders in Central America in countries such as Nicaragua, Guatemala, Honduras, El Salvador, Panama, and Belize. I am involved with activities such as budgeting, financial reporting, disbursements, EFTs, donations, and ordering checks for all units in this geographic area. I provide excellent rapport and customer service to leaders in English and Spanish. Show less

Salt Lake City, Utah, United States

Henderson, Auckland, New Zealand

Gold Coast, Queensland, Australia

My role was to look after athletes that come from the United States. Various tasks included carrying their luggage, booking hotel rooms, guiding them to their sports practices and touring them around to certain attractions and landmarks. I utilised my leadership skills to take charge groups of people.

Auckland, New Zealand

I was allocated tasks to label aeroplane parts in the main stock room. Precision and correctness in labelling these parts were apparent and recording all stock that is labelled. We were given specific deadlines and goals to complete a certain amount of stock. We ensured that our areas were clean and have great communication with our supervisor.

Auckland, New Zealand

Was delegated various tasks to distribute products to consumers and weld plastic materials to make portable water tanks. Cleanliness of the workplace was applied at a high standard and the punctuality of making the products

Auckland, New Zealand

This role required calling customers to donate to various charities 5 days a week for 8 hours a day. We adopt social skills and assumptive language to motive and entice individuals to contribute to a great cause

Bachelor'S Degree, International Business, Economics

Associate'S Degree, Business Analytics