Muhammad Yousafzai Email & Phone Number

Sydney, NSW, AU

• Executing high-volume placements of Term Deposits on behalf of clients and advisers, ensuring compliance with regulatory standards and investment objectives.
• Facilitating communication with banking institutions to execute timely maturity and rollover instructions in accordance with adviser specifications, optimising client portfolios.
• Maintaining comprehensive and up-to-date documentation of client records, adhering to stringent banking KYC standards to ensure regulatory compliance and risk mitigation.
• Collaborating closely with Advisers and Desk Assistants to strategize and procure optimal investment opportunities tailored to client needs and objectives.
• Monitoring and analysing market trends and regulatory changes in interest rates and KYC requirements across a network of over 25 banks and financial institutions
• Answering queries and resolving issues regarding Term Deposit bookings

Sydney, New South Wales, Australia

• Primary contact for all equity client service inquiries and workflow items, demonstrating expertise in addressing client needs and ensuring seamless service delivery.
• Conducted thorough validation of transfer forms and supporting documentation in accordance with internal procedures, executing valid requests with precision and efficiency to facilitate smooth asset transfers.
• Collaborated closely with advisers and assistants to proactively investigate and resolve issues related to equity administration requests, fostering effective problem-solving and client satisfaction.
• Coordinated with operations teams to streamline the processing of asset transfer requests and funds transfers, optimising operational efficiency and ensuring timely completion.
• Engaged in effective communication with Operations management to address and resolve all queries and issues in a timely manner.

North Ryde, New South Wales, Australia

• Delivering presentations and representing Macquarie University at High Schools, Career Expos, Campus Tours, and Events throughout the year, providing insight, and creating excitement around the university.
• Providing information and answering queries regarding courses and campus offerings with a focus on building interest around the university and developing the brand.
• Assisting team members with setting up stalls, info booths, and creating presentations.

Sydney, New South Wales, Australia

• Accurately and efficiently processing high volumes of work queues and documentation on Fund Management System (FMS).
• Proactively addressing and resolving system/service-related issues with clients and advisers
• Communicating between teams on progress of workflow and finding creative solutions to increase process efficiency.
• Working as a team to continuously learn new work functions/queues and improve skills to reach a target service standard.