Julia Usher Email & Phone Number

Blaydon, England, Gb

Newcastle-Upon-Tyne, England, United Kingdom

As a Client Relationship Manager at an investment firm, my primary role revolved around fostering strong and trusting relationships with clients whilst providing specialist guidance on their investment portfolios. I served as a dedicated point of contact for clients, addressing their inquiries, concerns, and providing personalised recommendations and solutions tailored to their financial goals and circumstances. Through proactive communication and attentive support, I ensured that clients felt confident and well-informed about their investment performance and decisions, ultimately contributing to their financial security and peace of mind.This role allowed me to pursue obtaining the CII Diploma in Regulated Financial Planning alongside my responsibilities, leading to regular appraisal from both clients and peers of my industry-specific knowledge.

Newcastle-Upon-Tyne, England, United Kingdom

In this six-month contract I managed several key operations of the retail company; as Finance & Logistics manager I was responsible for the online book-keeping and accounting for the company and also conducting several sales analytics, sales forecasting as well as stock integration and par levels. I developed a unique SKU code system to integrate within the retail website and company itself and enjoyed editing various aspects of the website allowing me to take a more creative approach.Furthermore, I took over the role of social media manager in which I used my knowledge of customer analytics to target the customers most likely to make a purchase and help to grow the brand’s social media presence by outlaying a marketing plan. Following my takeover, the company saw a 358.2% increase in their content interactions within the first month alone and subsequently, I was offered a shareholding in the company.

Bsc Economics And Finance, Bsc (Hons), Certhe

This Economics and Finance BSc Honours degree focuses on developing your understanding of modern economics and key finance topics..

Advanced Level Money & Business Course, Liquidity Management

In this course you will focus on liquidity management, one of the fundamental aspects relating to risk management that has come under.

Intermediate Level Accounting & Finance Course, Stakeholders In Marketing And Finance

This course, Stakeholders in marketing and finance, comprises two sections introducing the idea of customers and stakeholders.

Introductory Level Money & Business Course, Companies And Financial Accounting

This course, Companies and financial accounting, introduces you to the legal characteristics of limited companies and how limited.

Managing My Investments, Investment Management

Provided by the True Potential Centre for the Public Understanding of Finance (PUFin) you’ll learn about different investment choices.

A-Level, Mathematics, Economics & Biology