Shaun Kris Email & Phone Number

Adelaide, South Australia, Australia

UniSuper is one of Australia's largest industry super funds with more than $120 billion in funds under management and more than 640,000 members. I am accountable for managing key stakeholder relationships to strengthen the UniSuper brand within an assigned employer portfolio to deliver genuine outcomes for our members. This involves working very closely.

Adelaide, South Australia, Australia

I am responsible for managing a portfolio of key clients with a focus on retention and growth as well as continued engagement of employers and their staff, our members.Hostplus is one of the largest super funds in Australia. With over 1.5 million members, more than 260,000 employers and over $85 billion in funds under management Hostplus continues to.

Adelaide, Australia

I am responsible for building and maintaining employer engagement through regular contact with employers and members. Whilst continuing to drive member growth, provide general advice and identify comprehensive advice requirements when needed. Statewide Super is SA's largest and leading industry fund providing advice to over 140,000 members managing in.

Adelaide, Australia

This role involves working directly with advisers and paraplanners to implement client’s statement of advice (SOAs) requiring ongoing management of client information in COIN, BT Wrap and Adviser Net Gain (ANG).Role requirements also include reviewing quality of advice present and ensuring compliance, portfolio rebalancing, ongoing advice service fee.

Adelaide, South Australia

BT Panorama investments is BT's latest investment platform offering. Direct and advised clients are able to invest in equities, manged funds, managed portfolios and SMSF offerings with visibility through Westpac online banking. This role involves transitioning new adviser dealer groups to the Panorama platform. This comprises management of in-specie.

Adelaide, Australia

Responsible for key stakeholder management via liaising with advisers, clients, underwriters and senior management. Managing workflows ensuring targets are met inside of SLA. Overseeing successful establishment of corporate clients in BT’s registry systems.This role sits within BT’s customer service delivery team, which forms part of the platforms and.

Adelaide, Australia

This role was pivotal to the continuing success of a high performing customer centric team. With the focus on being accountable for the overseeing delivery of outstanding customer service to high net worth clients and associated stakeholders.

Adelaide, Australia

This program entails developing innovative ideas and solutions to address some of the biggest challenges facing Australia's financial services industry.This is a six month project where an innovate idea is presented to a panel of senior executives and judged accordingly.

Adelaide, Australia

The focus of the client executive role is to act as an operational relationship manager between clients, corporate account managers, BT’s technology division and other arms of BT’s operational group. I was responsible for providing ongoing support to high net wealth clients and advisers. This role also involved providing reporting for internal stakeholders.

Adelaide, Australia

This position was the primary point of contact for escalations within the Asgard business unit. This role was heavily focused on incident and risk mitigation (with a focus on GL insurance).I was involved in working closely with operational teams across Australia and in conjunction with BT’s complaint department. This role included consistent usage of the.

Adelaide, Australia

This role was responsible for facilitating core transactions within BT’s corporate superannuation division. There was a heavy emphasis on customer communication with outbound phone calls and emails to clients, to ensure timely and accurate processing of customer transactions.This role is a core function of the Customer Service Delivery team; the products.

Adelaide

Representing NAB via Salmat, I was responsible for providing customer service to new and existing retail banking clients in addition to providing general financial advice. I met and exceeded monthly sales targets consistently.

Bachelor Of Applied Finance, Finance, General

My Bachelor of Applied Finance is the longest established finance program in South Australia. This course has equipped me with a range of.

Diploma Of Financial Services (Rg 146), Finance, General

This is the minimum financial qualification required to be able to to provide financial advice in Australia.

Bachelor Of Applied Finance