Jessica Cirillo

Jessica Cirillo Email and Phone Number

Senior Client Services at Link Financial Services @ Link Financial Services
melbourne, victoria, australia
Jessica Cirillo's Location
Melbourne, Victoria, Australia, Australia
Jessica Cirillo's Contact Details

Jessica Cirillo work email

Jessica Cirillo personal email

About Jessica Cirillo

Jessica Cirillo is a Senior Client Services at Link Financial Services at Link Financial Services. She possess expertise in customer service, time management, customer engagement, management, relationship management and 8 more skills. Colleagues describe her as "Jess is one of the most reliable people I have had the pleasure to work with. She gets the job done while having a good laugh at the same time. Jess has a unique ability to remember many aspects about our Clients and always makes them feel welcome, both by phone and in person." and "Jessica was the service "face" of our business and in a deep customer research project our "friendliness" in client contact was established as a competitive advantage...Jessica can claim the most significant part of this achievement. Jess is able to handle multiple demands and meet deadlines, and has remarkable recall of faces and facts. I personally have appreciated the loyalty and devotion Jess has given to me and my business, and to my family."

Jessica Cirillo's Current Company Details
Link Financial Services

Link Financial Services

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Senior Client Services at Link Financial Services
melbourne, victoria, australia
Website:
linkfs.com.au
Employees:
16
Jessica Cirillo Work Experience Details
  • Link Financial Services
    Senior Client Services
    Link Financial Services Oct 2020 - Present
  • Connectus Wealth Advisers
    Senior Client Services
    Connectus Wealth Advisers Dec 2020 - Present
    Melbourne, Victoria, Australia
  • Fmd Financial - Expert Financial Advisers
    Client Services Manager
    Fmd Financial - Expert Financial Advisers Feb 2016 - Oct 2020
    Melbourne, Australia
  • The Wealth Design Group
    Client Services Manager
    The Wealth Design Group Mar 2013 - Jun 2015
    St Kilda Road
    Lodging new business paperwork and following these lodgements through the process.Booking & confirming appointments.Managing adviser diaries & meeting rooms.Ensuring the office is compliant.Replenishing stocks.Greeting customers.Compiling new client kits.Document preparation for client Meetings, such as SOA printing, preparing relevant applications etc.Purchase Managed Investments and registering auto-cash for our Client portfolios.Supervising & instructing support staff.Maintaining Xplan client data base.Answering phones.Collecting, opening & distributing mail.Scanning documentation in the office and loading to Xplan.
  • Foxes Wealth
    Relationship Manager
    Foxes Wealth Oct 2008 - Mar 2013
    Sunbury
    Answering phones.Collecting, opening & distributing mail.Scanning documentation in the office and loading to Xplan.Lodging new business paperwork and following these lodgements through the process.Booking & confirming appointments.Managing adviser diaries & meeting rooms.Ensuring the office is compliant.Replenishing stocks.Greeting customers.Compiling new client kits.Document preparation for client Meetings, such as SOA printing, preparing relevant applications etc.Purchase Managed Investments and registering auto-cash for our Client portfolios.Supervising & instructing support staff.Maintaining Xplan client data base.

Jessica Cirillo Skills

Customer Service Time Management Customer Engagement Management Relationship Management Insurance Diary Management New Business Development Risk Management Adviser Support New Business Lodgement Sales Travel

Jessica Cirillo Education Details

Frequently Asked Questions about Jessica Cirillo

What company does Jessica Cirillo work for?

Jessica Cirillo works for Link Financial Services

What is Jessica Cirillo's role at the current company?

Jessica Cirillo's current role is Senior Client Services at Link Financial Services.

What is Jessica Cirillo's email address?

Jessica Cirillo's email address is je****@****ail.com

What schools did Jessica Cirillo attend?

Jessica Cirillo attended Salesian College Ruperstwood, Deakin University, Our Lady Of Mount Carmel, Deakin University.

What are some of Jessica Cirillo's interests?

Jessica Cirillo has interest in Music, Travel, Animals.

What skills is Jessica Cirillo known for?

Jessica Cirillo has skills like Customer Service, Time Management, Customer Engagement, Management, Relationship Management, Insurance, Diary Management, New Business Development, Risk Management, Adviser Support, New Business Lodgement, Sales.

Who are Jessica Cirillo's colleagues?

Jessica Cirillo's colleagues are Lorraine Hart, Link Finance Group, Nannette Licciardo, Julie Virtanen, Nannette Licciardo, Rajinder Sidhu, Alieu A Kamara.

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