Luke Stephen
Brisbane,QLD
Summary
Organised and reliable professional with experience in administration and Kiwisaver/Superannuation as a Client Relationship Specialist. . Brings a practical, steady approach to client service and thrives in team-based environments. Demonstrates strength in product and service support, guiding clients through fund options, contributions, and account changes with clarity and care. Confident using CRM systems to manage client data and interactions. Holds a strong understanding of the importance of regulatory compliance within the Australian financial services industry, including the role of ASIC in maintaining industry standards. Ready to grow further in the superannuation space.
Overview
4
4
years of professional experience
Work History
Customer Relationship Specialist
Booster Financial Services
Wellington, New Zealand
11.2022 - 07.2023
· Provided 'gold' standard customer service and advice for potential and existing clients without breaching FMA guidelines
· Generated leads for and assisted financial advisers to ensure clients have access to quality financial advice
· Confidentially managed client information using in-house CRM systems
· Developed capabilities in Advice Center and Salesforce systems
· Other ad-hoc responsibilities.
Administrative Assistant
Tertiary Education Union
Wellington, New Zealand
08.2019 - 02.2021
. Proofread business documents, office policies, and media stories prior to release.
· Proficient in Microsoft Excel to enter and record information in a digital database
· Entered data, records, and submissions into spreadsheets using Microsoft Excel and other Microsoft systems
· Adapted to business' administrative needs to facilitate productive workflow
· Received and directed incoming calls to appropriate personnel
· Use of Survey Monkey and Mail Chimp
· Supported the delivery of events, exhibitions, and conferences for national members through planning assistance and coordination
· Practiced Indigenous Maori concepts like Kaitiakitanga, Tikanga, Te Tiriti, and other principles.
· Filing
Education
Bachelor of Commerce - Management & Human Resources
Victoria University of Wellington
Skills
- Customer service excellence
- CRM Proficiency
- Product and service sales
- Effective communication
- Teamwork
- Conflict Resolution
Additional Involvement
U15 A's Head Coach - Onslow College
March 2019-October 2022
· Held organizational meetings for team prospects and encouraged potential athlete participation.
· Chose team members for individual games and sports seasons.
· Maintained accurate records of game results and statistics, showcasing superior attention to detail.
· Observed players during competition and practice to determine need for individual or team improvement.
· Coached individual participants in skills necessary to excel in sport.
Football Committee Member, Onslow College
March 2022-October 2023
· Coordinated board meetings and liaised with members to address critical decisions.
· Provided strategic direction for the committee by identifying goals and objectives to be achieved within specified timeframes.
Deliberate on school and team changes to ensure positive student outcomes
Sapphire Consultancy, First Aid Course
New Zealand, February 2025
References
References available upon request.
Timeline
Customer Relationship Specialist
Booster Financial Services
11.2022 - 07.2023
Administrative Assistant
Tertiary Education Union
08.2019 - 02.2021
Bachelor of Commerce - Management & Human Resources
Victoria University of Wellington
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