Kush Patel
Sydney,NSW
Summary
Seasoned consultant with strong history of client engagement and thorough knowledge of the financial advisory landscape . Builds successful relationships at all organizational levels in fast-paced, complex and sensitive environments. Well-skilled in analytical techniques and handling of various CRM databases.
Overview
1
1
year of professional experience
Work History
Senior Associate - Wealth Service Consultant
Macquarie Group
04.2023 - Current
- Interacted with team and clients to develop and coordinate project requirements and workflow.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Provided administrative support to team of wealth management experts creating advice-based solutions.
- Reviewed documentation and identified financial discrepancies where applicable.
- Trained and mentored 20+ new personnel hired to fulfill various roles.
Associate - Wealth Service Consultant
Macquarie Group
11.2022 - Current
- Helped clients build, manage, preserve and transition financial resources and wealth.
- Navigated multiple computer systems, applications and utilized search tools to find information.
- Developed individualized plans to meet client financial objectives.
- Met deadlines, achieved goals and worked under pressure in dynamic environment.
Client Service Specialist - Advice Remediation
Commonwealth Bank
05.2022 - 11.2022
- Provided knowledgeable service and support for all customer needs.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Accepted and processed payments, updated accounts and issued receipts.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
Education
Bachelor of Commerce - Finance, Mathematics
University of New South Wales
Sydney, NSW11.2024
Skills
- Outcome Accountability
- Balance Reconciliations
- Statistical Consulting
- Software Troubleshooting
- Client Relationships
- Analysis and Evaluation
- Subject Matter Expert
Timeline
Senior Associate - Wealth Service Consultant
Macquarie Group
04.2023 - Current
Associate - Wealth Service Consultant
Macquarie Group
11.2022 - Current
Client Service Specialist - Advice Remediation
Commonwealth Bank
05.2022 - 11.2022
Bachelor of Commerce - Finance, Mathematics
University of New South Wales
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