Summary
Overview
Work History
Education
Skills
References
Timeline
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Anastasia Ralph

Netherby,SA

Summary

A dedicated and adaptable professional with a diverse background in client service, sales, and leadership roles across various industries. Demonstrates strong problem-solving abilities, dynamic communication skills, and a commitment to delivering exceptional customer experiences.

Overview

11
11
years of professional experience

Work History

Studio Manager and Personal Assistant

Surround Interiors by Fleur Linke
2022.09 - Current
  • Working autonomously and alongside the Director through all phases of projects, from initial briefings and Concept development, presentation and handover, and design implementation
  • Creating and delivering tailored presentations to clients, articulating design concepts and solutions, and documenting changes and areas of concern for resolution
  • Developing and comprehending detailed architectural drawings and legal documentation, alongside preparation and management of Materials and FF&E Schedules
  • Continual management of an extensive sample library with a focus on streamlining and improving the current method of documentation and storage
  • Managing inquiries and scheduling meetings, handling inbound and outbound contact from suppliers and potential clients
  • Present focus and experience within complex and large-scale hospitality projects, complemented by additional work in Residential design.
  • Developed and implemented strategies to increase studio visibility and reach more clients.

Client Service Specialist & Subject Matter Expert - Investment Platforms

BT Financial Group
2019.08 - Current
  • Handling incoming client queries related to the Panorama Platform, while fostering and maintaining professional relationships with customers and stakeholders to ensure satisfaction.
  • Continual use and development of In-depth expertise in BT Panorama products, as well as comprehensive knowledge of Australian Superannuation laws and regulations.
  • Proficient knowledge in basic Tax and Accounting practices; generating account Taxation reports and educating stakeholders on legislation concerning Australian Superannuation Law and Investments.
  • Supervising the team and their overall progress, reporting and managing individual performance.
  • Scheduling and facilitating team training on new processes, as well as ensuring high-quality customer service and compliance with product and privacy laws within the team.
  • Identifying and managing external stakeholder Complaints till resolution, and/or escalating where required.
  • Facilitation of trades through the ASX for clients across BT Financial Group's multiple Investment platforms in an accurate and precise manner, whilst maintaining customer privacy and compliance.
  • Identifying service gaps and escalating to obtain quick resolutions by working with other stakeholders within the business.
  • Demonstrating a deep understanding of business rules and regulations, and proactively adhering to them to minimise risk and ensure compliance.
  • Consistently achieving high standards of performance by setting and working toward high targets and KPIs, contributing to the growth and success of the organisation
  • Met customer call guidelines for service levels, handle time and productivity.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Customer Relations: Superannuation, Investments and Retirement

BT Financial Group
2019.01 - 2019.08
  • Providing clients with detailed insights into their Superannuation, Investment, and retirement products for informed decision-making
  • Conducting training sessions for new team members to ensure familiarity with technical processes
  • Consistently handling 40 to 60 calls per day, maintaining an average customer satisfaction rate of 98.8%
  • Offering empathetic support to customers facing financial challenges, providing information and options
  • Addressing service failures by investigating issues and maintaining service quality and trust within the business
  • Managing calls efficiently to serve a larger customer base, along with communication via email and online enquiries
  • Cultivating relationships with internal and external stakeholders across various positions
  • Demonstrating a deep understanding of business rules and regulations, and proactively adhering to them to minimise risk and ensure compliance
  • Consistently achieving high standards of performance by setting and working toward high targets and KPIs, contributing to the growth and success of the organisation

Customer Relations Consultant: General Insurance (Sales)

BT Financial Group
2017.11 - 2019.01
  • Handled inquiries related to Owner Occupied and Landlord House and Contents Insurance, representing Westpac and its Subsidiaries
  • Maintained a steady daily sales volume, meeting targets consistently
  • Designed quotes, provided product recommendations and general advice, aiding customers in decision-making
  • Identified customer needs and upsold additional products and services to meet specific requirements
  • Efficiently resolved issues, ensuring timely solutions to customer concerns
  • Received accreditation in Call Quality Monitoring, recognised for solid performance on calls
  • Facilitating training and development in knowledge and technical processes for new starters
  • Demonstrating a deep understanding of business rules and regulations, and proactively adhering to them to minimise risk and ensure compliance
  • Consistently achieving high standards of performance by setting and working toward high targets and KPIs, contributing to the growth and success of the organisation
  • Answered constant flow of customer calls with minimal wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Office Administration Assistant

Barossa Bottling
2016.02 - 2017.11
  • Delivered clerical support by handling range of routine and special requirements.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Completed clerical tasks such as filing, copying, and distributing mail.
  • Ordered office supplies and kept office stocked with needed resources to operate smoothly.
  • Maintained and updated office records, both digital and physical.
  • Managed daily data entry and kept clerical information accurate and up-to-date.
  • Built and maintained excellent customer relationships through prompt response to inquiries and going above and beyond to accommodate complicated requests.

Retail Assistant

Target Australia
2012.11 - 2016.02
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Replenished sales floor merchandise and organised shelves and racks with accurate signage for current promotions and optimal appearance.
  • Worked closely with shift manager to solve problems and handle customer concerns.
  • Balanced and organised cash register by handling cash, counting change, and storing recipts and vouchers.
  • Used POS system to process sales, Lay-buy orders, and gift card activations.
  • Processed customer returns to manage smooth refunds and exchanges following store procedures.
  • Worked with loss prevention in monitoring shopper behaviour.
  • Increased sales and customer satisfaction through personalised servicing.

Education

Working With Children Check -

DHS
01.2024

Bachelor of Nursing -

Adelaide University (1 year)
03.2017

High School Diploma -

Cardijn College
11.2015

Driver's License Manual And Automatic -

Driver's License
02.2015

Skills

  • Organised and Effective Problem-Solver: Adept at resolving challenges in high-pressure, fast-paced environments while prioritizing tasks effectively, managing schedules, and handling multiple projects simultaneously.
  • Excellent Communicator: Exceptional verbal and written communication abilities demonstrated through customer service and sales, office management, and stakeholder relationship management.
  • Adaptive Leader: Skilled in team leadership, delegation, and fostering a positive, proactive team environment across diverse roles and responsibilities.
  • Customer-Centric Focused: Passionate about delivering unparalleled customer service experiences, consistently exceeding expectations, and fostering long-lasting client relationships.
  • Advocate for Continuous Improvement: Proactive in identifying process enhancements and innovative solutions to drive efficiency and effectiveness in various operational areas.
  • Technically Proficient: Confident in Microsoft Office Suite and experienced in leveraging systems and programs to streamline operations and ensure compliance. An extremely fast learner of new software and occupational processes.
  • Resilient and Results-Driven: Demonstrated resilience in managing challenges while maintaining a results-oriented approach across multiple job functions and responsibilities.

References

  • Abbie Walker, Team Leader, BT Financial Group, 0450 924 019, Abbie.Walker@btfinancialgroup.com
  • Fleur Linke, Employer, Surround Interiors, 0423 030 894, Fleur@surroundinteriors.com.au
  • Blaze So, Colleague, Westpac Banking Corporation, 0413 668 191, Blaze.so@westpac.com

Timeline

Studio Manager and Personal Assistant

Surround Interiors by Fleur Linke
2022.09 - Current

Client Service Specialist & Subject Matter Expert - Investment Platforms

BT Financial Group
2019.08 - Current

Customer Relations: Superannuation, Investments and Retirement

BT Financial Group
2019.01 - 2019.08

Customer Relations Consultant: General Insurance (Sales)

BT Financial Group
2017.11 - 2019.01

Office Administration Assistant

Barossa Bottling
2016.02 - 2017.11

Retail Assistant

Target Australia
2012.11 - 2016.02

Working With Children Check -

DHS

Bachelor of Nursing -

Adelaide University (1 year)

High School Diploma -

Cardijn College

Driver's License Manual And Automatic -

Driver's License
Anastasia Ralph