Driven professional with a proven track record in client relationship building and sales support. Skilled in team collaboration and maintaining calm under pressure, excelling in understanding customer needs and problem resolution. Organised and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Owner/Operator Self Employed Cleaning Business
The Clean Queen
01.2023 - Current
Manage day-to-day business operations including client relations, appointment scheduling and financial management.
Develop and maintain strong relationships with clients, resulting in repeat business and referrals.
Consult with customers to assess their individual needs.
Stay at Home Mum
My Children
08.2016 - 01.2023
Self-motivated, with a strong sense of personal responsibility.
Managed household finances and schedules.
Coordinated family activities and logistics
During this time, I successfully ran a council owned playgroup, coordinating session activities, registrations and helping families connect with other families.
Client Services Officer
Vanguard Investments
05.2014 - 08.2016
Monitoring daily emails.
Resolving escalated customer issues promptly, fostering trust and demonstrating commitment to outstanding service.
Providing exceptional telephone and in person services to Vanguards account holders.
Provided ongoing support to clients throughout the lifecycle of their relationship with Vanguard, ensuring long-term satisfaction and retention.
Mentored junior team members by sharing industry knowledge and best practices for exceptional customer service delivery.
Partner Service Manager
Bendigo And Adelaide Bank
03.2008 - 04.2014
Assisting with onboarding of new partners and platforms and development of relationships with key partner contacts (ranging from administrative to executive).
Acting as key contact for legal and compliance for allocated partners.
Project management support and assistance to Business Development Managers including facilitation and coordination of sales campaigns, industry conferences and partner conferences.
Interest rate negotiations with financial advisers.
Achieved successful client outcomes by identifying and addressing their unique needs and goals.
Primary relationship contact for major cash platform partners (with funds under management in excess of $100m) - with sole responsibility for administration queries, payment queries and technical queries.
Provide excellent sales and relationship support to our head office Financial Planning and Stockbroking Partners.