Jessica Cirillo Email and Phone Number
Jessica Cirillo work email
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Jessica Cirillo personal email
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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."
Link Financial Services
View- Website:
- linkfs.com.au
- Employees:
- 16
-
Senior Client ServicesLink Financial Services Oct 2020 - Present -
Senior Client ServicesConnectus Wealth Advisers Dec 2020 - PresentMelbourne, Victoria, Australia -
Client Services ManagerFmd Financial - Expert Financial Advisers Feb 2016 - Oct 2020Melbourne, Australia -
Client Services ManagerThe Wealth Design Group Mar 2013 - Jun 2015St Kilda RoadLodging 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. -
Relationship ManagerFoxes Wealth Oct 2008 - Mar 2013SunburyAnswering 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
Jessica Cirillo Education Details
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Salesian College Ruperstwood -
Bachelor Of Commerce (B.Com.) -
Our Lady Of Mount Carmel -
Human Resources Development
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.
Not the Jessica Cirillo you were looking for?
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Jessica Cirillo
Australia -
Jessica Cirillo
Proficient And Passionate Administrative Assistant | 10+ Years Experience | Business Student Specialising In Human Resources ManagementAustralia -
Jessica Cirillo
Strathfield, Nsw -
Jessica Cirillo
Australia
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