Jacqueline Pham
Sydney,NSW
Summary
Dedicated Associate with extensive experience collaborating with Advisers and their clients, promptly identifying needs and strategising products and services to accomplish clients' goals. Strong communicator focused on delivering exceptional customer care.
Overview
7
7
years of professional experience
Work History
Associate
Perpetual Private
02.2023 - Current
- Support a team of Senior Advisers by serving as a secondary point of contact for their high net-worth clients.
- In addition to overseeing the implementation of advice strategies, client transactions and facilitating new business plans, my responsibilities also entail devising strategies for positive client outcomes, conducting cashflow modelling (XTools) and portfolio construction and management.
- These duties require me to be heavily involved in client meetings and to seek innovative strategies to ensure our clients receive the highest level of service and support.
Client Service Executive - Relationship
Stanford Brown
06.2021 - 02.2023
- Supported two Advisers (ranked in Barron’s Top 100 Australian Advisers 2022-2023) in managing their ongoing client reviews and providing exceptional customer service to a range of high net-worth clients by handling non-advice related queries and executing advice strategies.
- Duties also involved finalising formal advice documents (Record of Advice, Statement of Advice, Wholesale Advice Letters) and the required implementation paperwork in preparation of meetings. This entailed overseeing compliance obligations to ensure alignment with AFSL requirements.
Store Service Assistant
Woolworths
03.2018 - 06.2021
- Safe keeping of the store’s finances, managing employee payslips, fielding customer and business partner calls, handling invoices and price discrepancies, and replenishing funds for the safe, register and self-checkout machines.
- These duties also involved liaising with external parties, such as Armaguard and business partners, to ensure efficient and streamlined operations were maintained.
Service Team - Supervisor
Woolworths
10.2017 - 06.2020
- Overseeing and delegating tasks to the Service Team to meet targets and objectives. Key duties involved leading the team in the absence of the Service Manager, closing of the store, managing cash transactions, and responding to customer inquiries to maintain high "Voice of Customer" scores and ensure customer satisfaction.
Education
Graduate Diploma of Financial Planning - Financial Planning
Kaplan
Sydney, NSW12.2024
Bachelor of Economics - Finance And Financial Economics
University of New South Wales
Sydney, NSW12.2020
Higher School Certificate -
St George Girls High School
Sydney, NSW12.2016
Timeline
Associate
Perpetual Private
02.2023 - Current
Client Service Executive - Relationship
Stanford Brown
06.2021 - 02.2023
Store Service Assistant
Woolworths
03.2018 - 06.2021
Service Team - Supervisor
Woolworths
10.2017 - 06.2020
Graduate Diploma of Financial Planning - Financial Planning
Kaplan
Bachelor of Economics - Finance And Financial Economics
University of New South Wales
Higher School Certificate -
St George Girls High School
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