Hayden Harris
Wamberal,NSW
Summary
At Titan Financial Planning, I excelled as a Client Relationship Manager, leveraging my expertise in the industry by establishing interpersonal communications with clientele to enhance overall client satisfaction and comfortability. Over the last 3 years I have managed client needs, fostered strong relationships and collaborating with advisers and paraplanners to enhance client’s financial situations, significantly improving client engagement outcomes, and overall client satisfaction.
Overview
3
3
years of professional experience
Work History
Client Relationship Manager
Titan Financial Planning
01.2022 - Current
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
Education
Bachelor Of Commerce - Marketing And Consumer Insights
Macquarie University
Sydney, NSW08.2024
Skills
- Business growth strategies
- Relationship building and management
- Customer engagement
- Client needs assessment
- Client satisfaction-driven
- Interpersonal and client communications
- Schedule management
- Client service-driven
Timeline
Client Relationship Manager
Titan Financial Planning
01.2022 - Current
Bachelor Of Commerce - Marketing And Consumer Insights
Macquarie University
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