Summary
Overview
Work History
Education
Skills
Timeline
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Jordan Searle

Darra,QLD

Summary

Driven Client Service Officer with a proven track record at Gallagher, adept in CRM software and financial acumen. Excelled in elevating client satisfaction by implementing strategic advice and resolving issues efficiently. Demonstrated professionalism and clear communication, significantly enhancing client relationships and service delivery.

Overview

5
5
years of professional experience

Work History

Client Service Officer

Gallagher
09.2022 - Current
  • Client Interaction: Acted as the primary contact for clients seeking financial guidance, addressing inquiries and concerns with professionalism and efficiency. Built and maintained strong client relationships through effective communication and personalized service.
  • Appointment Coordination: Scheduled and coordinated client meetings with financial advisors, ensuring all required documentation and information were prepared and accessible for seamless interactions.
  • Administrative Support: Assisted in the preparation and processing of financial documents, including account applications, investment forms, and client reports, ensuring accuracy, completeness, and regulatory compliance.
  • Issue Resolution: Managed and resolved client issues and complaints, escalating complex matters to senior advisors as needed. Followed up to ensure satisfactory resolution and maintained high levels of client satisfaction.
  • Advice Strategy Implementation: Supported the implementation of financial advice strategies by coordinating with clients and advisors to execute recommended actions, monitor progress, and adjust plans as necessary to meet client objectives.
  • Compliance: Ensured adherence to financial regulations and internal policies, staying informed about changes in laws and regulations impacting client service and advice.
  • Data Management: Maintained accurate and up-to-date client records in CRM systems, monitoring and updating information to reflect changes in client financial situations or service needs.
  • Reporting: Generated and analyzed reports on client interactions, service metrics, and satisfaction levels, using insights to identify improvement opportunities and enhance client service processes.
  • Team Collaboration: Collaborated with financial advisors and team members to ensure a cohesive approach to client service, contributing to the development of best practices and service improvements.

Client Service Officer

Next Generation Financial Planning
11.2020 - 07.2022

Sales Consultant

Mercedez Benz
05.2019 - 03.2020
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
  • Nurtured leads through consistent follow-ups, ultimately converting prospects into satisfied customers.

Education

Graduate Diploma - Financial Planning

Kaplan Professional
Brisbane
06.2023

Diploma - Financial Planning

Kaplan Professional
Brisbane QLD
04.2020

Skills

  • Professionalism and Etiquette
  • Compliance understanding
  • CRM software expertise
  • Financial Acumen
  • Time management skills
  • Clear communication skills

Timeline

Client Service Officer

Gallagher
09.2022 - Current

Client Service Officer

Next Generation Financial Planning
11.2020 - 07.2022

Sales Consultant

Mercedez Benz
05.2019 - 03.2020

Graduate Diploma - Financial Planning

Kaplan Professional

Diploma - Financial Planning

Kaplan Professional

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Jordan Searle