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
Online03-1999
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