CHRISTINA MARTINEZ
Summary
A seasoned professional with a proven track record at SuperChoice Services, adept at managing client relations and streamlining processes. Skilled in both written and verbal communication, I excel in prioritizing tasks and adapting to new challenges. My collaborative approach and proficiency in portal functions have consistently enhanced operational efficiency and client satisfaction.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
23
23
years of professional experience
Work History
Client Services Associate
SuperChoice
09.2012 - Current
- Lead contact for valued external client enquiries, majority in payments matching and reconciliation
- Responsible for managing various reports for client meeting and regular notices
- Prior to demerger of the client service team, responsible for managing and reconciling all contribution/refund accounts
- 5 month secondment to Production Support team, monitoring duties and simple sql enquiries
- Actively source information from other teams to improve current processes
- Regularly sought by other staff members for information on updated process and advice on difficult cases
Senior Financial Services Administrator
Colonial First State
05.2009 - 09.2012
- Responsible for organizing staff around ATO Lost Member retention project
- Pro-actively participated in “Influencing With Integrity” course to enhance relationships with internal and external clients
- Ensuring service and valuation queues are completed by myself and other staff to ensure deadlines are met
- Regular chairing of weekly team meeting and ensuring important information conveyed to team
- Consistently complimented by internal and external clients for going beyond general procedure to ensure client satisfaction
Project Coordinator/Data Migration Lead
Her Majesty's Court Services
10.2007 - 12.2008
- Central point of contact for LIBRA project team (London Courts Data Migration Project)
- Organization, scheduling and attendance of regular progress meetings
- Responsible for filtering of meeting outcomes to relevant parties
- Provided administrative support for HMCS IT team, London wide court staff and external users of Libra database
- Ensured data cleansing issues were resolved prior to project end date through extensive planning and follow up procedures
- Supported court staff in preparation for introduction of new databases and provided ongoing assistance
- Continuous maintenance updates received through email, written correspondence and telephone
Human Resources Administrator
City University
09.2007 - 10.2007
- Preparation of recruitment packs, on a strict deadline basis, consisting of database updates and compilation of hard copy applications
- Initial point of contact for email and telephone enquiries
- Maintenance of file storage
- Various ad-hoc tasks; planning promotion panels, coordinating and recording of incoming mail, light reception duties
Staff Development Coordinator
City University
04.2007 - 08.2007
- Organized full year of courses including liaising between facilitators and senior HR colleagues
- Reviewed and edited course descriptions and recognized cross-advertisement opportunities
- Preparation of course material, facilitator requirements and meeting rooms
- Collated and summarized feedback from course participants and facilitators to highlight points of improvement
- Implemented new procedures to stream line response to email enquiries
- Experience with catering and expense account spreadsheets
Senior Customer Service Officer
Asteron Life Limited
05.2005 - 03.2007
- Providing superior customer service to members, employers & advisers consistently keeping in line with company operating standards
- Processing between40 –90 calls a day on a range of approximately80 differing insurance and superannuation products
- Composing written responses to email/written/verbal requests
- Performing system updates
- Meeting with ‘walk-in' clients
- Minimizing operating losses and errors through quality checking and detecting potential process efficiencies & opportunities
- Continuous involvement in training of new and existing team members
- Producing procedure and training manuals for a broad range of Superannuation, Insurance and Unit Trust products
- Responsible for follow through of member enquiries and investigation of ongoing issues
2IC/Client Service Administrator
Tower Australia
05.2002 - 05.2005
- Assisting clients and advisors with a range of specific and general superannuation and financial inquiries
- Liaising with service teams and team leaders to provide successful solutions to any client difficulties
- Proficient in all facets of administration and processing work including direct debit updates, investment switches and allocation of super and ETP contributions, new business
- Responsible for maintenance of email enquiry centre
- Involved in data integrity projects
Skills
- Proficient understanding in portal and payments functions
- Organised and detail oriented; knack for understanding procedures and logistics
- Proven skills in time management, prioritizing tasks and meeting deadlines
- Excellent verbal and written communicator; adept at drafting correspondence
- Rapidly adapts to changing demands and situations
- Collaborates easily with co-workers and works well independently
Timeline
Client Services Associate
SuperChoice
09.2012 - Current
Senior Financial Services Administrator
Colonial First State
05.2009 - 09.2012
Project Coordinator/Data Migration Lead
Her Majesty's Court Services
10.2007 - 12.2008
Human Resources Administrator
City University
09.2007 - 10.2007
Staff Development Coordinator
City University
04.2007 - 08.2007
Senior Customer Service Officer
Asteron Life Limited
05.2005 - 03.2007
2IC/Client Service Administrator
Tower Australia
05.2002 - 05.2005
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