Morteza Mohebbi

Morteza Mohebbi Email and Phone Number

Client Service Associate - Private Bank @ Macquarie Group
Sydney, NSW, AU
Morteza Mohebbi's Location
Greater Sydney Area, Australia
About Morteza Mohebbi

Hardworking, driven and loyal with a proven work ethic and a reputation for being reliable and professional and client centric minded. With extensive experience dealing closely with customers and working both independently and as a member of a team, I now seek to progress into a role that will allow me to harness my existing skillset while progressing my career within a hardworking team that is committed to its customers.KEY SKILLS▪ Basic - Intermediate experience working with financial programs such as IRESS, Ibroker and Siebel ▪ First-rate customer service skills with the ability to develop and maintain rapport and relationships with people from all walks of life▪ Strong analytical skills, including risk analysis, with capacity to weigh up several factors and make sound decisions▪ Reliable, punctual, professionally presented and well spoken▪ Ability to easily understand technical information with near-completed Bachelor of Laws and experience working in security environments with complex security protocols and legislative requirements▪ Highly computer literate with proven capacity to easily master any system or application

Morteza Mohebbi's Current Company Details
Macquarie Group

Macquarie Group

View
Client Service Associate - Private Bank
Sydney, NSW, AU
Website:
macquarie.com
Employees:
20896
Morteza Mohebbi Work Experience Details
  • Macquarie Group
    Client Service Associate - Private Bank
    Macquarie Group
    Sydney, Nsw, Au
  • Macquarie Group
    Wealth Operations Senior Associate
    Macquarie Group May 2023 - Present
    Sydney, New South Wales, Australia
  • Macquarie Group
    Wealth Operations Associate
    Macquarie Group Jul 2022 - Present
    Sydney, New South Wales, Australia
  • Onyx Security Group Australia
    Security Supervisor
    Onyx Security Group Australia 2016 - Present
    Sydney, Australia
    ▪ Security work, including asset protection and crowd control for a diverse mix of clients and sites, including small to large events, concerts and licenced venues▪ Appointed as 2IC of security teams on basis of knowledge and skillset, reliability and leadership skills▪ Assisting in directing teams, delegating tasks, liaising with clients and resolving conflicts and escalated issues▪ Liaising with law enforcement and emergency services▪ Exercising sound judgment and acting with composure when assessing risk and making decisions under pressure, balancing a variety of factors and making decisions to ensure the safety of clients and team▪ Acting with diplomacy when dealing with customer complaints, diffusing tension through adept conflict resolution skills▪ Working in strict compliance with company and statutory requirements and policies▪ Reporting to clients and managers in relation to incidents and issues, putting forth recommendations for improvements in operational procedures
  • Commsec
    Equities Associate
    Commsec Mar 2021 - Jul 2022
    Australia
    As a Equities Associate, I provide customers with a seamless experience with the enquiries or challenges they have while using or looking to use CommSec’s online platform to trade in Australian Securities. My role as an Inbounds Equities Associate involved the following tasks; ▪ Receive inbound customer calls regarding their Equities Accounts, Settlement, Trading limits, Estates Matters, Corporate Action and Conversions e.g. I2C, B2B and OMT.▪ Assisting clients place trades online or over the phone. Educating on market vetting rules and our obligations as a broker to maintain a fair, orderly and transparent market. ▪ Quickly understanding and identifying customers issues and then using my problem solving skills to deliver relevant and effective solutions to create a positive outcome.▪ Educating clients with the mechanics of our products and processes in an efficient manner and articulating complex issues and solutions in simple terms.▪ Work in strict compliance with Banking Code of Practise, internal policies and other statutory regulations, attention to details to ensure that all my work abide by the regulations and performing risk assessments on a case-by-case basis to ensure the services provided is compliant. ▪ Educating new clients to navigate and understand the basics of entering the Australian capital markets and addressing any issues or concerns they may have.
  • National Australia Bank
    Business And Private Banking Consultant
    National Australia Bank May 2019 - Feb 2020
    Sydney, Australia
    As a Business and Private Banking Consultant, I provided seamless customer experience by meeting each customer's banking needs including transactional tasks and complex requests. Furthermore, the following duties are day to day practises I follow;▪ Receive inbound customer calls regarding Internet Banking and Credit Cards and ensure their enquiry in a timely manner▪ Manage high volumes of customer enquiries across various mediums (email, telephones, chat bots etc.) ▪ Ability to have strong conversational skills to professionally handle customer expectations and objections, in accordance with current company guidelines. ▪ Acting with diplomacy when dealing with customer complaints, diffusing tension through conflict resolution skills ▪ Highly prepared and optimistic for every development discussion with my Team Leader to seek feedback to improve my performance▪ Navigation of Multiple screens, Outlook, Skype, SAP and NAB systems to provide seamless customer service.▪ Provide ongoing customer service excellence, by always meeting and exceeding customer's needs and expectations and keeping to customer promises.

Morteza Mohebbi Education Details

Frequently Asked Questions about Morteza Mohebbi

What company does Morteza Mohebbi work for?

Morteza Mohebbi works for Macquarie Group

What is Morteza Mohebbi's role at the current company?

Morteza Mohebbi's current role is Client Service Associate - Private Bank.

What schools did Morteza Mohebbi attend?

Morteza Mohebbi attended Australian Business Academy: Rto Code 88201, Tafe Nsw, Parramatta High School.

Who are Morteza Mohebbi's colleagues?

Morteza Mohebbi's colleagues are Yoonju H., Tamara Ham, Liz White Ca, Andrew Hamilton, Patrick Sim, Anurag Shukla, Ian Hallam.

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