Devon Coetzer
GOLD COAST,QLD
Summary
I am an eager team player with a proven track record, excelling in customer service and strategic thinking in the financial advice industry. My daily emphasis is client satisfaction, and delivering a service that improves the client's experience and outcome. I want the next three years of my career to be dedicated to rapid VET development and the mastery of my existing skillset. To accomplish this, I need a role that gives me the opportunity take on more responsibilities and confront new challenges.
Overview
2
2
years of professional experience
Work History
Client Service Officer
Clear Sky Financial
08.2024 - Current
- Maintained detailed records of all client interactions, ensuring accurate information was available for reference during future engagements.
- Developed strong relationships with clients, fostering trust and loyalty through consistent communication and support.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Demonstrated excellent analytical skills by identifying errors and areas of process failures, and proactively addressing potential issues before they escalated.
- Provided ongoing training to junior team members, contributing to their professional development and improving overall team performance.
- Collaborated with cross-functional teams to ensure seamless service delivery for clients from onboarding to ongoing maintenance.
- Improved the quality of advice relating to insurance products through thorough research and up to date product knowledge.
- Worked closely with advisers to ensure that their time was optimized, using intuition and experience to preempt their needs at every stage of the advice process.
Client Service Officer
Buddy Mortgages
03.2023 - 08.2024
- Delivered high-quality customer support by efficiently managing multiple priorities while maintaining a positive attitude under pressure situations.
- Streamlined internal processes for improved efficiency in handling client requests.
- Pushed for high standards in compliance and record keeping processes.
- Actively participated in lead generation to assist the broker team in reaching their KPI's.
- Attended networking groups to foster the company's presence in the SME space.
- Performed a myriad of roles from data entry, client dispute resolution, marketing, and end to end service during the loan application process.
Education
Graduate Diploma - Financial Planning
Kaplan
Online11-2026
Bachelor in Business - International Finance & Management
Auckland University of Technology
Auckland, NZ03-2023
Skills
- Strong multitasking
- Customer service
- Highly reliable
- Team player attitude
- Patience and tolerance
- Engaging personality
- Strategic thinking
- Continuous learning mindset
- Regulatory compliance awareness
- Risk management
- Debt management strategies
- Insurance planning acumen
Languages
English
Native or Bilingual
Interests
- Martial Arts
- Tech enthusiast, passionate about exploring the latest advancements and innovations
- Current events
- Reading
- Social Golf
Timeline
Client Service Officer
Clear Sky Financial
08.2024 - Current
Client Service Officer
Buddy Mortgages
03.2023 - 08.2024
Graduate Diploma - Financial Planning
Kaplan
Bachelor in Business - International Finance & Management
Auckland University of Technology
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