Kate Cruickshank Email & Phone Number

Thank you for visiting my profile. As you explore my background, you'll discover my commitment to delivering exceptional service through my data-driven work approach, proficiency with relevant software, and skill in bridging the gap between a system and it's intended objective.Since 2013 I’ve worked in the Australian financial services industry, working with licensees, adviser practices, and FinTech. My role with Morningstar Australasia Pty Ltd, is heavily involved in the Adviser Logic customer relationship management system. As a Senior Customer Success Manager, I provide superior service to financial adviser clients and licensees across Australia. I have a combined understanding of Morningstar’s products with strong financial planning knowledge and business acumen which helps my clients make the most of Morningstar’s products.This role was not made available to me overnight; since 2013, I’ve worked in key departments of licensee and adviser firms, providing insight on the needs of the advisers and their clients, as well as the compliance needs of a licensee.My key achievements include – • Embracing an industry change and adopting a new system, without an inflated workload to the firm.• Implementing new software to improve the efficiency of a department, my team, and the firm.• Managing an offshore and onshore team, providing training communication, product, and processes, as well as career development• Project managing multiple departments to come together and rolling out a change in the firmMy key skills include – • Heroic customer service• Problem solving• Delegation and time management• Leadership• Emotional intelligence and communication• Project management, planning and organisation.If you are interested in Morningstar Australasia Pty Ltd please contact me at kate.cruickshank@morningstar.com or jump on to our website - https://www.morningstar.com.au/

Listed skills include Customer Service, Financial Services, Microsoft Office, Management, and 21 others.