Kim Nutt Email & Phone Number

Norwood, South Australia, Australia

As a Client Services Manager at Goldsborough Financial Services, I am responsible for handling client queries and transaction requests as well as supporting the Financial Advisers. My main responsibilities include processing withdrawal requests and contributions, new business applications, preparing Record of Advice documents including basic modelling, processing switches via external provider platforms as well as general updating of client details both on our internal system and via… Show more As a Client Services Manager at Goldsborough Financial Services, I am responsible for handling client queries and transaction requests as well as supporting the Financial Advisers. My main responsibilities include processing withdrawal requests and contributions, new business applications, preparing Record of Advice documents including basic modelling, processing switches via external provider platforms as well as general updating of client details both on our internal system and via fund managers. I work closely with fund managers to ensure transactions are processed quickly and accurately.I enjoy interacting with our clients and pride myself on being able to provide our clients with prompt and friendly service. Show less

During my time at Godfrey Pembroke, my main responsibilities included client reporting, processing withdrawals and preparation of documents.As the receptionist, I was also responsible for all incoming telephone calls, incoming and outgoing mail, dairy management and front of house.I was fortunate enough to be offered the position with very little Financial Planning knowledge and I quickly learnt the value of the industry which I am now so passionate about. I enjoyed my time… Show more During my time at Godfrey Pembroke, my main responsibilities included client reporting, processing withdrawals and preparation of documents.As the receptionist, I was also responsible for all incoming telephone calls, incoming and outgoing mail, dairy management and front of house.I was fortunate enough to be offered the position with very little Financial Planning knowledge and I quickly learnt the value of the industry which I am now so passionate about. I enjoyed my time at Godfrey Pembroke and the opportunities for development I was given. Show less

Advanced Diploma Of Financial Planning, Financial Planning And Services

Diploma Of Financial Planning, Financial Planning And Services

Education record