Summary
Overview
Work History
Education
Skills
Languages
Interests
Timeline
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Alexandra Roiniotis

Rosebery,NSW

Summary

Dynamic Client Service Manager with a proven track record at Atlas Wealth Advisory, excelling in client relationship building and team development. Expert in account management and customer retention, I enhance client satisfaction through effective communication and strategic problem-solving, fostering trust and loyalty while streamlining service processes for improved efficiency.

Overview

39
39
years of professional experience

Work History

Client Service Manager

Atlas Wealth Advisory
01.2022 - 12.2024
  • Provided support to clients by addressing inquiries and resolving issues promptly.
  • Assisted in managing client accounts through effective communication and follow-up strategies.
  • Collaborated with team members to ensure smooth execution of client service operations.
  • Learned and utilized CRM systems to track client interactions and feedback efficiently.
  • Contributed to maintaining high standards of customer satisfaction through attentive service.
  • Adapted quickly to changes in client needs, ensuring timely responses and solutions.
  • Supported training initiatives for new team members on client service protocols and tools.
  • Engaged in continuous learning about industry trends to enhance client service quality.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.
  • Developed new employees and on-going performance assessment of current employees.
  • Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company''s reputation.
  • Mentored departmental team, boosting efficiency, success and morale among employees.
  • Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
  • Streamlined internal processes for improved efficiency in handling client requests and managing daily operations.
  • Performed duties and provided service in accordance with established operating procedures and company policies.
  • Enhanced client satisfaction by implementing effective communication strategies and addressing concerns promptly.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.

Senior Financial Planner

Commonwealth Bank
01.1999 - 12.2021
  • Developed comprehensive financial plans tailored to client objectives and risk tolerance.
  • Analyzed investment strategies to optimize portfolio performance and align with market trends.
  • Conducted detailed cash flow analyses to identify growth opportunities for clients' financial health.
  • Educated clients on complex financial concepts, enhancing understanding and decision-making capabilities.
  • Collaborated with cross-functional teams to streamline financial reporting processes and improve accuracy.
  • Mentored junior planners in best practices and regulatory compliance, fostering professional development.
  • Implemented technology solutions for efficient data management, improving overall operational workflows.
  • Presented strategic recommendations during client meetings, facilitating informed investment decisions and trust-building.
  • Increased client satisfaction by developing personalized financial plans tailored to individual needs and goals.
  • Mentored junior financial planners, sharing industry knowledge and best practices to improve team performance.
  • Organized educational workshops for clients on topics such as retirement planning, college savings, and investment strategies.
  • Supervised annual budgeting process for high net worth individuals'' philanthropic endeavors, maximizing impact across various causes.
  • Conducted thorough market research to stay current on industry trends and identify new investment opportunities for clients.
  • Spearheaded development of comprehensive financial wellness programs for corporate clients, promoting employee engagement and satisfaction.
  • Evaluated insurance policies for clients to ensure adequate coverage while minimizing premiums paid over time.
  • Leveraged advanced data analytics tools to optimize portfolio performance monitoring and timely decision-making processes.
  • Streamlined financial planning processes for more efficient client interactions and improved overall service.
  • Collaborated with cross-functional teams to provide comprehensive financial advice, enhancing the client''s overall experience.
  • Assisted clients in navigating complex estate planning issues, ensuring a smooth transfer of assets to beneficiaries.

Customer Service Representative

Commonwealth Bank
03.1986 - 12.1998
  • Resolved customer inquiries and issues, ensuring high levels of satisfaction and loyalty.
  • Provided product information and support, enhancing customer experience through effective communication.
  • Collaborated with team members to streamline processes, improving response times and service efficiency.
  • Mentored new representatives on company policies, fostering knowledge retention and team cohesion.

Education

Graduate Diploma of Financial Planning - Financial Planning

Kaplan University
Online
03-1999

Skills

  • Client relationships
  • Client relationship building
  • Team development
  • Staff training
  • Customer retention
  • Client rapport
  • Client education
  • Sales support
  • Account management

Languages

Greek
Professional Working

Interests

  • Learning new cooking techniques and expanding my culinary skills
  • I enjoy cooking for friends and family gatherings
  • I participate in low-impact exercises to strengthen core muscles

Timeline

Client Service Manager

Atlas Wealth Advisory
01.2022 - 12.2024

Senior Financial Planner

Commonwealth Bank
01.1999 - 12.2021

Customer Service Representative

Commonwealth Bank
03.1986 - 12.1998

Graduate Diploma of Financial Planning - Financial Planning

Kaplan University

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Alexandra Roiniotis