Gabriel Mangar
Geelong,VIC
Summary
Focused Client Service Associate proudly offering a background in troubleshooting and problem-solving to ensure client expectations will be exceeded. Courteous and cordial with the desire to contribute to team-based environment . Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible and computer-savvy.
Overview
12
12
years of professional experience
Work History
Real Estate Investment Analyst
Square Yard Global real estate
Melbourne , Victoria
06.2023 - Current
- Analyzed market trends and identified potential investment opportunities.
- Developed financial models to assess the profitability of real estate investments.
- Researched and evaluated properties for acquisition, including conducting on-site inspections.
- Negotiated terms of purchase agreements with sellers and landlords.
- Prepared detailed investment presentations for senior management approval.
- Reviewed tenant creditworthiness and analyzed lease terms to ensure compliance with lending requirements.
- Assisted in the preparation of loan applications for new acquisitions or refinancing of existing investments.
- Created financial projections to forecast future returns on various real estate investments.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Advised customers on financial investment options and capital expenditures.
- Built and strengthened client relationships to form long-lasting, profitable bonds.
Client Service Associate
Income Solutions
Geelong, VIC
11.2022 - 05.2023
- Responded to customer requests, offering excellent support and tailored recommendations to address needs
- Monitored and updated financial plans to comply with client goals
- Maintained accurate record-keeping with proactive attention to client information updates
- Created financial models to analyze and evaluate investment strategies
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals
- Assist with the financial advice process from Fact Find to Implementation, including processing of documentation in XPlan, preparation of advice documents & forms.
- Developed relationships with clients through regular contact, including phone calls and emails.
- Collaborated with other departments to ensure client satisfaction.
- Facilitated communication between clients and other advisors within the firm regarding investment decisions or strategy changes.
- Followed up with clients regarding open items or outstanding paperwork required for completion of transactions.
- Prepared presentations outlining potential investments or strategies for review by senior management.
- Gathered information from clients for entry into computer database.
- Researched issues and made quick decisions to achieve efficient and effective resolutions.
- Greeted incoming customers to provide immediate, friendly and knowledgeable support.
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
Despatch Administrator
Coles / Polar Fresh
02.2016 - 10.2022
- Communicate all despatch advice to the business via email as required.
- Managed and updated driver's daily schedule and dispatch board.
- Coordinated with customer service representatives to ensure timely delivery of goods.
- Maintained records of deliveries, pickups, and other fleet operations activities.
- Resolved customer queries related to delivery status and timing.
- Verified accuracy of invoices prior to sending them out to customers.
- Assisted in the training of new dispatchers on company policies and procedures.
- Provided administrative support as needed by dispatch team members.
- Drafted weekly summary reports highlighting key achievements within the department.
- Promoted safe work activities by conducting safety audits and attending company safety meetings.
- Delegated work to staff, setting priorities and goals.
- Coordinated with other supervisors, combining group efforts to achieve goals.
Dispatch Coordinator
Woolworth Liquor Distribution Centre- Melbourne
09.2015 - 02.2016
- Maintained accurate records of stock levels, deliveries and orders.
- Packed items for shipment according to customer requirements.
- Coordinated and monitored daily delivery routes to ensure timely completion.
- Provided customer service support by responding to inquiries, resolving issues, and providing updates on shipments.
- Maintained up-to-date records of freight movement and shipment tracking information in the system.
- Assigned deliveries to drivers according to their availability and route optimization guidelines.
Retail Assistant
Factories Clothing Store
05.2013 - 01.2014
- Assisted customers with product selection, answered queries and provided advice.
- Greeted customers upon entry to the store and provided a positive shopping experience.
- Processed payments using cash register, credit card machine and POS system.
- Maintained stock levels by replenishing shelves, tidying displays and organizing merchandise.
- Performed regular inventory checks to ensure accurate stock control.
- Provided excellent customer service by attending to customer needs in a timely manner.
- Assisted in setting up promotional displays, signage and window displays.
- Managed customer complaints in a professional manner while seeking solutions for resolution.
- Adhered to strict safety regulations such as adhering to fire exits, emergency procedures and health and safety policies.
- Organized storeroom items neatly on shelves according to size, color or type of item.
- Monitored sales floor traffic and assisted customers with their inquiries.
- Kept up-to-date knowledge of all products available in the store.
- Restocked shelves with new merchandise when required.
- Ensured cleanliness of the retail area including dusting surfaces, vacuuming floors and cleaning windows.
- Followed company policies regarding returns, exchanges, refunds and other transactions.
- Operated cash registers efficiently during peak hours of business.
- Answered phones promptly and directed calls appropriately.
- Attended team meetings regularly for updates on new products, promotions or services offered by the store.
Customer Service Officer
Home House Night Club
Geelong
05.2012 - 12.2013
- Provided customer service in a courteous and professional manner.
- Resolved customer issues in an efficient and timely manner.
- Developed strategies to improve customer service processes and procedures.
- Established trustful relationships with customers through effective communication skills.
- Trained new employees on company policies related to customer service practices.
- Processed payments and updated balances and customer totals.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
Customer Service Officer
Kardinia Café
Geelo, Victoria
12.2011 - 04.2012
- Consolidated skills in delivering excellent customer service and teamwork in a busy café environment.
- Provided customer service in a courteous and professional manner.
- Answered customer inquiries via telephone, email and face-to-face contact.
- Processed payments from customers using point of sale systems.
- Assisted customers with placing orders for products and services.
- Developed strategies to improve customer service processes and procedures.
Education
Bachelor of Commence (Financial planning) -
University of new England
01.2022
Advance diploma of financial planning -
monarch institute
01.2021
Diploma of financial planning (full RG146) -
monarch institute
01.2018
Agent’s Representative Certificate -
Go Learn
01.2017
Certificate IV financial services -
RMIT
01.2012
Skills
- Excel proficiency
- Property Management
- Verbal and written communication
- Professional Demeanor
- Compliance understanding
- Time management skills
- Client Relationship Building
- Strong interpersonal skills
- Interpersonal and written communication
- Client Support
- Database Management
- Meeting facilitation
- Account Management
- File Management
Career Profile
- Nov 2022 - May 2023 income solutions, Client Service Associate
- Feb 2016 - Nov 2022 Coles, Dispatch Administrator
- Sept 2015 - Feb 2016 Woolworth MLDC, Despatch Coordinator
- May 2013 - Jan 2014 Factories Clothing Store, Retail Assistant Manager
- May 2012 - Dec 2013 Home House Nightclub, Customer Service Officer
References
References available upon request.
Timeline
Real Estate Investment Analyst
Square Yard Global real estate
06.2023 - Current
Client Service Associate
Income Solutions
11.2022 - 05.2023
Despatch Administrator
Coles / Polar Fresh
02.2016 - 10.2022
Dispatch Coordinator
Woolworth Liquor Distribution Centre- Melbourne
09.2015 - 02.2016
Retail Assistant
Factories Clothing Store
05.2013 - 01.2014
Customer Service Officer
Home House Night Club
05.2012 - 12.2013
Customer Service Officer
Kardinia Café
12.2011 - 04.2012
Bachelor of Commence (Financial planning) -
University of new England
Advance diploma of financial planning -
monarch institute
Diploma of financial planning (full RG146) -
monarch institute
Agent’s Representative Certificate -
Go Learn
Certificate IV financial services -
RMIT
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