Komal K. Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

•Reviewing complaints from consumers and small businesses that have not been resolved directly with the financial firm.•Working with customers to gather information and understand the core issues of their complaint.•Applying a sound understanding of the AFCA complaint resolution criteria including relevant legal principles, applicable industry codes or guidance, good industry practice and previous AFCA decision to resolve financial complaints fairly and efficiently.•Utilising alternative dispute resolution methods to help parties resolve complaints by negotiation.•Further investigating complaints that cannot be resolved by negotiation and produce preliminary assessments and draft decisions in Plain English.

Sydney, New South Wales, Australia

•Supporting the preparation of advice for multinational organisations and individual clients across specialist tax needs such as PAYG withholding, fringe benefits tax, superannuation, foreign pension, and payroll tax. •Assisting with providing clients personalised services to their expatriate employees, assisting with their Australian tax returns whilst on secondments. •Conducting Australian Departure and US arrival tax briefings. •Supporting the preparation of advice regarding cross-border tax issues and assisting with employer tax policies, including tax equalisation and tax protection calculations. •Assisting with compliance, including review of assignee’s tax returns. •Assisting with projects for clients that are time critical including annual bonus, equity, and remuneration review. •Coordinating client on-boarding which includes proposed fee quote and work scope preparation. •Assisting with the preparation of assignment related documentation, such as assignment letters and cost projections. •Supporting Managers, Directors and Partners with new client introductions and presentations to acquire new engagements. •Administrative tasks including WIP analysis, billing, engagement document preparation and contact with IRS for clients.

Sydney, New South Wales, Australia

• Providing exceptional customer service through understanding and listening to the customers’ needs.• Actively contributing as a team member by using professional communication skills and assisting in maintaining a positive and progressive team environment. • Assisting in stock management and related administrative tasks related to managing stock.• Maintaining store cleanliness and hygiene especially through the pandemic.• Strong focus on sales as an individual and also a team.

Sydney, New South Wales, Australia

• Researching, analysing and evaluating modern day slavery statements from the modern-day slavery registrar.• Analysing each statement against the provided criteria and selecting key points which should be considered significant.• Construct a comprehensive reflection report with key findings of the statements, share final presentation with the anti-slavery taskforce team.• Ensuring statements are analysed focusing on relevant legislation, effectively applying legislation to the analysed statements.

Sydney, New South Wales, Australia

• Coordinating appointments and meetings, managing staff calendars and schedules. Ensuring important lodgement, court and final dates are diarised. • Coordinating domestic and international travel purchasing office supplies and equipment.• Dealing with initial client enquires, complaints and queries.• Assisting with application lodged on the Department of Home affairs Website.• Ensuring all university and college affiliations are maintained, fee and course structures are updated.

Sydney, Australia

• Providing subject matter expertise on funds/processes/procedures by participating in the Buddy Program for new starters• Exceeding daily/monthly referral targets by competently identifying opportunities with callers to provide information regarding "Value Add" services on a consistent basis (Highest referral consultant for the month)• Delivering high quality customer service on inbound and outbound calls by meeting and exceeding Quality Monitoring targets (Highest quality consultant for the month)• Maintaining strong relationships with large balance members >500k• Explaining to members various superannuation terminologies in an understandable and clear way• Assisting members/financial planners on Defined Benefit funds• Providing financial planners account rundowns• As a senior consultant, taking escalations for complaints from various consultants in the team • Updating member information on accounts/helping members with online accounts• Understanding market fluctuations which affect unit prices and providing this explanation to members• Understanding 15 different complex investment portfolios which were provided to members• Having a broad understanding of investment risk levels and asset allocations • Taking claim notifications from members, (death claims, TPD and IP claims), explaining claims process and conditions of insurance • Assisting members through early release of superannuation process (financial hardship/compassionate grounds)• Various administrative tasks and written correspondence• • Participating in the team and team meetings to share ideas and achievement of team goals • • Contributing towards continuous process improvement Work with Team Coach and Team Leader to improve personal capability and skills from delegated responsibilities/projects

Sydney, Australia

• Responding to high volumes of inbound calls from customers, as well as internal and external parties to coordinate claim resolution• Delivering challenging and complex decisions whilst demonstrating empathy customers• Delivering outstanding on-going customer service for clients while maintaining a strong relationship with customer and building trust• Displaying the NRMA brand with confidence and passion • Taking unconditional responsibility in claims management, whilst providing utmost exceptional customer service• Performing as a team player towards team targets and also performing towards individual productivity and KPIs • Maintaining and adhering to high level of confidentiality

Sydney, New South Wales, Australia

• Providing outstanding customer service and assisting with various transactions including online transactions, cash transactions and international transactions.• Providing customers with information regarding various financial products while meeting personal KPI’s.• Maintaining and adhering to a high level of confidentiality.• Strong attention to detail, especially with cash transactions.

Graduate Diploma Of Practical Legal Training, Law

Bachelor Of Laws - Llb

Recipient of 2018 First in Unit Dean’s Commendation (Certificate available on request) Strong transcript and GPA.