Marcus Steffen Email & Phone Number

Perth, Western Australia, Australia

- Serve as the first point of contact for customers seeking technical assistance over the phone or email- Determine the best solution based on the issue and details provided by customers- Delegate specified issues to the next level of support personnel- Record events and problems and their resolution in logs- Following up with customers to ensure full.

Perth, Australia

• Conduct business process analysis and identify critical issues and gaps for established organisational processes.
• In charge of analysing the company’s ASX 200 direct stocks model update for fair value and volatility assessments.
• Researching existing and replacement products in order to prepare the most appropriate recommendation for clients in an advice document.
• Liaising with Senior Paraplanners and Financial Consultants to determine strategic outcomes to be demonstrated in advice documents.
• Manage relationship with compliance officers to ensure consistent delivery of services, within agreed timeframes, fee agreements, and meeting compliance.
• Assess income, assets, debts, expenses, etc., for Credit Responsible Lending purposes to identify if finance loans approval is appropriate.

Kalgoorlie

- Performed various administrative functions, including digitally filing paperwork, preparing mail, booking appointments and setting up documents for meetings.- Executed ad-hoc implementations, including filling out withdrawal forms, rollover forms, transfer forms and opening Superannuation applications.- Researched client account information from.

Joondalup, WA

https://m.apkpure.com/stacey-s-modelling-career/com.ECU.SMCEducational Budgeting Game for Year 5 Students.- Time management; software design, implementation and testing.- 2D / 3D asset creation.

Bachelor Of Information Technology, Major In Software Engineering

Year 12 Wace Certificate