• Managing the onboarding of new clients (SME’s) to Retinue team of accountants and bookkeepers.• Gathering information about the business and translating the data to accountants back in Sydney.• Assist with setting clients up on Xero, HubDoc, and establishing bank feeds with Xero.• Ensuring that clients have direct communication access to their accountants and bookkeepers at all times.• Managing a portfolio of over 100 SME clients and counting. Liaising on a daily basis with clients and managing customer relationships.• Assisted my team leader and senior consultant to help draft my teams internal processes to create a product guide.• Mentoring and assisting new members in our team.

Worked on the Telstra Plus Market Rewards program to reached out to businesses on building their online business presence by accessing a 4 million customer base.• Built a pipeline of prospects within the target market of Digital Marketing Agencies that service a large base of SMB (Small and Medium Business) customers.• Maintained an accurate pipeline of all opportunities and provided appropriate communication to Spotzer Digital management.• Demonstrated Spotzer Digital’s solution and articulated its benefits to senior leadership audiences at the target prospect’s organisation.• A go getter to reach individual quotas for new business development.• Managed customer contact pro-actively, and handled questions and requests from inbound and outbound calls/emails whilst giving the best customer service.• Understood the client’s business needs and translated this into requirements for their website and digital marketing.• Collaborated with the team, and shared ideas and best practices to develop and improve service.

Designated to the Wordpress team after receiving strong positive results in performance and strict attention to detail.

• Provided high quality, professional superannuation and retirement advice, servicing existing and potential SunSuper members and assisting the team in meeting Key Performance Indicators. • Made informed recommendations to meet members’ goals and objectives and documented those recommendations in a Statement of Advice.• Provided high-quality education and financial planning advice over the phone to key member segments.• Proactively built and maintained relationships with key advice segments.• Provided member seminars at workplaces and other locations as required.• Consistently maintained a high level of advice quality outcomes that are in the best interests of members, in accordance with both internal policies and procedures and relevant legislation.

• Served as a point of escalation for complaints and set up appropriate remediation processes to resolve issues and concerns in a timely and accurate manner and in accordance with the company’s policies and procedures. • Drove innovation and continuous improvement of service levels and efficiency by recommending enhancement in operational processes, procedures and products based on monitoring of client feedback.• Gained market and customer insight by monitoring and analysing industry trends and collecting market data and customer requirements to identify growth opportunities.

• Provided high-quality consulting service on investment objective strategies and risk/return initiatives through comprehensive analysis and assessment using the in-house systems. • Facilitated and administered business process mapping on investment principles, macroeconomic trends and financial market theories. • Carried out a high level of individualised service based on comprehensive planning strategies consistent with their individual financial goals and objectives. • Created long-term value, trust and confidence with customer, management and sales team by combining commercial experience, regulatory knowledge and expertise in understanding and recommending solutions to customer needs.• Met challenging targets during periods of high volume by ensuring completion of assigned tasks on time and operating to standard to set a positive example for the team.

• Delivered exceptional customer service by providing education and understanding regarding financial products and services that assisted clients in meeting their long-term financial goals. • Assessed clients’ financial needs through referrals for scaled advice in various areas of managed funds, retirement planning, personal insurance, debt and strategy.• Explored data and identified trends to contribute to business development activities and help identify and research opportunities for new/existing clients. • Collaborated across the organisation to drive continuous improvements, build workforce capability, and help achieve financial results. • Provided support to offshore business units with ad hoc duties and operational support during busy peak periods.

• Provided holistic leadership and operational supervision for daily short selling recommendations for client Ausbil whilst preparing value-added strategies that assist with key financial decision making.• Reviewed and prepared strict target-based reconciliations with brokers from Macquarie Bank, Deutsche Bank and Commonwealth Bank to assist in the daily short-selling reconciliations.• Worked collaboratively with corporate actions and derivatives teams to reconcile equities, swaps, futures, and commonly traded foreign currencies and resolved any arising breaks.• Analysed and applied daily confirmation of term deposits against internal HiPort software and provided weekly term deposit signoffs to the Head of Wholesale Reconciliations. • Provided a high level of wealth management/general adviser with the MLC/NAB superannuation brands based on comprehensive planning strategies consistent with their financial goals and objectives. • Achieved client satisfaction through successful implementation of financial planning strategies and recommendations.• Maintained effective channels of communication to facilitate opportunities for engagement, consultation, issue resolution and information sharing.• Created long-term value, trust and confidence with clients by combining commercial experience, regulatory knowledge and financial knowledge and expertise in consolidating investment portfolios.• Liaised closely with team members to deliver intended results on time whilst independently prioritising work to ensure quality job completion within identified timeframes.