Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Joshua Ciccarone

Pascoe Vale

Summary

Dynamic Client Services Team Leader at First Financial Pty Ltd with a proven track record in enhancing service delivery and client satisfaction. Sound understanding of Xplan software and adept at problem-solving, I effectively motivated teams to achieve high-quality outcomes while ensuring compliance with regulatory standards. Committed to continuous improvement and exceptional client experiences whilst maintaining high quality and pride in my work in a high-pressure, high-volume environment.

Overview

9
9
years of professional experience

Work History

Client Services Team Leader

First Fonancial Pty Ltd
07.2025 - Current
  • Assisted in managing client inquiries and resolving issues efficiently.
  • Supported team members in delivering high-quality client service experiences.
  • Learned and utilised CRM software to track client interactions and feedback.
  • Collaborated with internal stakeholders teams to enhance service delivery processes.
  • Analyzed client feedback data to identify areas for improvement, implementing changes accordingly for exceptional service quality.
  • Communicating with external parties to ensure the smooth implementation of advice for high net-worth clients

Client Service Manager

First Financial Pty Ltd
07.2024 - 07.2025
  • Managed client inquiries, ensuring timely responses and resolution of issues.
  • Preparing client documents and reports, ensuring accuracy and timely delivery.
  • Raising invoices and providing to clients in a timely manner.
  • Developing and maintaining strong relationships with key internal and external stakeholders.
  • Interacted with clients on regular basis to quickly alleviate issues and provide project updates.

Client Services Administrator

First Financial Pty Ltd
03.2023 - 07.2024
  • Preparing and implementing client documentation, maintaining high standards of accuracy and confidentiality.
  • Maintaining AML/CTF requirements
  • Collating documents and statements and distributing to key stakeholders in a timely manner.
  • Ensured ongoing compliance with regulatory requirements through diligent record-keeping practices.

Sales Associate

Footlocker
05.2022 - 03.2023
  • Assisted customers with product selection, ensuring a positive shopping experience.
  • Maintained knowledge of current sales promotions and inventory levels to inform customers effectively.
  • Collaborated with team members to achieve daily sales targets and enhance store performance.
  • Processed transactions efficiently using POS systems, ensuring customer satisfaction during check-out.
  • Built relationships with customers to encourage repeat business.

Produce Team Member

Woolworths
10.2016 - 06.2022
  • Maintained inventory accuracy through regular stock checks and reorder processes.
  • Trained new team members on safety protocols and operational procedures.
  • Developed strong working relationships with colleagues to foster a positive team environment.
  • Understanding the needs of customers and delivering excellent customer service.
  • Conducted regular stock checks to ensure stock levels are accurate and up to date.

1st Year Apprentice Electrician

Scavo Electrical Solutions
02.2020 - 02.2021
  • Assisted in installation and maintenance of electrical systems in residential and commercial buildings.
  • Collaborated with A-Grade electricians to troubleshoot electrical issues and implement safe and effective solutions.
  • Operated hand and power tools safely while adhering to industry standards and regulations.
  • Supported project teams by preparing materials and maintaining organised workspaces for efficiency.
  • Maintaining compliance with industry standards and regulations.

Education

BBA - Economics And Finance

Royal Melbourne Institute of Technology
Melbourne, VIC
12-2023

Skills

  • Collaboration and teamwork
  • Team motivation
  • Effective delegation
  • Innovation and creativity
  • Adhering to regulatory requirements
  • Training and mentoring
  • Customer service
  • Attention to detail
  • Problem-solving abilities

Interests

  • Video Games
  • Weight lifting
  • Playing golf
  • Attending local football and AFL matches

Timeline

Client Services Team Leader

First Fonancial Pty Ltd
07.2025 - Current

Client Service Manager

First Financial Pty Ltd
07.2024 - 07.2025

Client Services Administrator

First Financial Pty Ltd
03.2023 - 07.2024

Sales Associate

Footlocker
05.2022 - 03.2023

1st Year Apprentice Electrician

Scavo Electrical Solutions
02.2020 - 02.2021

Produce Team Member

Woolworths
10.2016 - 06.2022

BBA - Economics And Finance

Royal Melbourne Institute of Technology
Joshua Ciccarone