Joel Waters Email & Phone Number

Australia

I'm one of a few product designers for our SMSF accounting software called SuperMate. I've been in the role since we started developing SuperMate as web based software.

Sydney, Australia

Training technical knowledge, workflows, 2 different accounting software. Spent 1 month in India training 300 staff across 2 sites where I designed and delivered a training program. Built online training and assessments. Technical writing such as quick reference guides and standard operating procedures.

Sydney, Australia

Administration & Accounting for SMSFs

Sydney, Australia

Primarily focused on a liquidity solution offered to clients invested in the Equinox product. Provide detailed information via telephone and email as to the implications on investors, such as the tax effects and interest on their loans.

London, United Kingdom

• Sales role, commission only.• Training new recruits.• Developing private client relationships.• Developing and planning target areas in London for sales.• Contacting businesses through email, telephone and meeting them face to face.• Showing initiative in ways to make sales such as contacting universities to run a promotion.• Developing a strong rapport with potential customers and maintaining a good sense of humour.• Booking shopping centres at the right time and… Show more • Sales role, commission only.• Training new recruits.• Developing private client relationships.• Developing and planning target areas in London for sales.• Contacting businesses through email, telephone and meeting them face to face.• Showing initiative in ways to make sales such as contacting universities to run a promotion.• Developing a strong rapport with potential customers and maintaining a good sense of humour.• Booking shopping centres at the right time and negotiating a good price with them based on previous results, time of year and footfall and ensuring the right employees are working in the centres. • Office work, including entering employees sales for the week and any bonuses that they may be entitled to. Show less

Austria & Switzerland

Providing first class customer service as part of a luxury family ski holiday package including learning details about guests prior to their arrival and ensuring that every need is met. Ski guiding groups of up to 10 adults. Providing safe and enjoyable ski guiding day for all levels of skiers including accompanying guests to and from the hotel, booking lunch in mountain restaurants, providing good local knowledge of the ski area and taking guests on the best ski runs that suite their ability… Show more Providing first class customer service as part of a luxury family ski holiday package including learning details about guests prior to their arrival and ensuring that every need is met. Ski guiding groups of up to 10 adults. Providing safe and enjoyable ski guiding day for all levels of skiers including accompanying guests to and from the hotel, booking lunch in mountain restaurants, providing good local knowledge of the ski area and taking guests on the best ski runs that suite their ability. Carrying out daily visits, organising lift passes and ski hire. Booking any activities, restaurants, taxis that they may want organised. Airport transfers of guests. Being proactive and preempting guests’ needs. Developing private client relationships Show less

London, United Kingdom

Coordinating client services tasks. Respond to telephone and written enquiries and requests from both prospective and existing customers, providing a fast and efficient response. Follow-up on complex or difficult customer enquiries on products such as ISA’s, PEPs, dealing accounts and unit trusts. Process customers’ transactions using in-house systems. Capture, update and analyse customer information through contact management systems.

Sydney, Australia

To recognise and promote career development and mentor team members. Conduct performance reviews. Facilitate team meetings and one on one catch ups. Ensure service level targets are met through monitoring call queues. Weekly quality measures on team members' calls, with feedback and training provided. Develop and co-ordinate training sessions across the call centre and adminstration.

Sydney, Australia

Provide assistance via a help line for internal customers on technical queries on financial products. Prepare and implement training to new and existing staff. Implement ideas to help reduce talk times of the representatives over the phone. Perform quality measures on team members. Respond to emails from internal clients (client services, business development) that were of a technical nature.

Sydney, Australia

Provide informative, courteous and professional service to clients via the telephone. Answer detailed financial, product and technical enquiries efficiently. Products included managed funds, fixed interest, diversified private equity, superannuation, pensions, insurance (life and salary continuance). Prepare weekly feedback. Manage a call logging system through Microsoft Access

Bachelor Of Economics, Finance And Economics

Graduate Diploma Of Financial Planning, Financial Planning And Services