Josephine Dallimore

● Deal execution and investment processing
● Onboarding and review of new managed funds, ensuring their risk profile and adherence to AML and CTF procedures is acceptable
● Provide a brokerage service to all clients including but not limited to, financial advisers,
stockbrokers and SMSF administrators

● Liaise with financial advisers and financial institutions to ensure a smooth investment

process.

● Assist clients with investing in term deposits and managed funds

● Reconcile the transfer of funds between clients and financial institutions reviewing

discrepancies between bank and company data

• Handled high volume of inbound calls on a daily basis.
• Cross-trained existing employees to maximize team agility and performance.
• Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

• Learned new skills and applied to daily tasks to improve efficiency and productivity.
• Drove operational improvements which resulted in savings and improved profit margins.
• Facilitated my individual portfolio performance review and implemented new strategies.
• Resolved conflicts and negotiated mutually beneficial agreements between parties.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Placed outbound customer service or customer satisfaction calls to follow up on issues.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Contributed to team success by completing jobs quickly and accurately.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
• Cross-trained and provided backup support for organizational leadership.
• Optimized customer support by establishing collaborative service environments through targeted operational initiatives.

• Mentored and guided employees to foster proper completion of assigned duties.
• Built strong relationships with customers through positive attitude and attentive response.
• Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals.
• Cross-trained and provided back up for customer service managers.
• Provided constructive criticism regarding quality assurance on collections team phone calls.
• Managed and directed approximately 16-23 inbound customer calls per hour.