Melissa-Jane Goodall
Adelaide,SA
Summary
Seasoned Client Service Officer known for productive and efficient task completion. Possess specialized skills in client relationship management, problem resolution, and workflow optimization. I have a strong belief that the client is at the centre of everything we do and ensure exceptional service delivery and client satisfaction.
Overview
23
23
years of professional experience
Work History
Client Service Officer
Halpin Wealth
Adelaide, SA
10.2020 - Current
- Handled client and accountant enquiries via phone and email, ensuring timely responses.
- Maintained accurate client records using CRM software system, XPLAN.
- Supported compliance efforts by ensuring adherence to regulatory requirements around FOFA and Ongoing Fee renewals.
- Conducted risk assessments and resolved service issues promptly to enhance client satisfaction.
- Preparation and implementation of the Statement of Advice and Record of Advice documents.
- Provided expertise in risk assessment for administration and claims activities.
- Led team in supporting less experienced members, fostering knowledge sharing and skill development.
Client Service Officer
NAB/MLC
Adelaide , SA
05.2018 - 10.2020
- Managed client enquiries via phone and email, ensuring timely and effective communication.
- Resolved client issues through collaboration with internal teams, enhancing overall client satisfaction.
- Maintained accurate client records using CRM software system XPLAN
- Supported compliance efforts by ensuring adherence to regulatory requirements.
- Conducted preparation and implementation of Statement of Advice recommendations for clients.
- Preparation of Annual review documents including all FDS and ongoing fee agreements.
- Assisted in risk assessment and mitigation, addressing service issues promptly to maintain compliance.
Retail Banking Officer
NAB
Adelaide , SA
09.2003 - 05.2018
- Educated clients on banking products and services, aligning solutions with their financial goals.
- Resolved customer issues promptly through effective problem-solving techniques.
- Assisted customers with account inquiries and transaction processing.
- Collaborated with team members to streamline service delivery and improve customer satisfaction.
- Maintained accurate records of customer interactions and transactions.
- Promoted bank initiatives to boost customer engagement and awareness.
- Trained new staff on operational procedures and customer service standards.
Education
High School Diploma -
Wirreanda High School
Morphett Vale, SA11-1986
Skills
- Compliance adherence
- Regulatory knowledge
- Risk assessment
- Client relationship management
- Data accuracy
- Effective communication
- Attention to detail
- Time management
- Problem solving
Timeline
Client Service Officer
Halpin Wealth
10.2020 - Current
Client Service Officer
NAB/MLC
05.2018 - 10.2020
Retail Banking Officer
NAB
09.2003 - 05.2018
High School Diploma -
Wirreanda High School