Open To Work
Rout Paul Pout
LGT Wealth Management
Greenvale,VIC
Work Preference
Job Search Status:
Open to work
Desired Job Title
Customer Service RepresentativeAssociateClient Success SpecialistBusiness Development ManagerRecruiter
Work Type
Full TimeContract Work
Location Preference
On-SiteHybrid
Location:
Greenvale, VIC, AUMelbourne, VICEssendon, VIC
Open to relocation:
Yes
Minimum Desired Compensation
$45000/yr
7
years of professional experience
Financial services professional with over six years of experience in investment administration, client services, and financial operations. Expertise in managing complex inquiries, processing high-value transactions, and fostering strong relationships with clients and stakeholders. Recognized for exceeding KPIs and maintaining compliance while driving operational improvements. Committed to enhancing client satisfaction and supporting business growth through effective communication and tailored solutions.
Work History
Operational Analyst (Transfers)
2 Years 2 Months- Processed asset transfers, trade amendments, cost base updates, and Counterparty Standing Settlement Instructions (SSIs) to ensure accurate portfolio reporting and uphold regulatory compliance standards.
- Coordinated asset transfers, reconciliations, corporate actions, distributions, and tax reporting with Netwealth, HUB24, and Macquarie, ensuring accuracy and compliance.
- Executed daily reporting, reconciliations, trade settlements, and operational controls across domestic and international equities, fixed income, managed funds, and bonds, consistently meeting critical deadlines.
- Collaborated with custodians, brokers, and internal stakeholders to resolve settlement issues, contributing to the maintenance of operational standards.
- Played a key role in the successful integration of the $5 billion Commonwealth Private Advice (CPA) merger, supporting the onboarding of over 500 client accounts.
Member Service Consultant
6 Months- Acted as the primary point of contact for members, resolving queries by anticipating needs and aiming for first-call resolution.
- Delivered high-quality service across inbound and outbound calls, ensuring positive experiences for a diverse member base.
- Analyzed superannuation queries to identify member needs and facilitated resolutions for optimal outcomes.
- Met and exceeded Key Performance Indicators (KPIs) by promoting relevant products and services and facilitating client setups through online portals. Adhered to legislative requirements and contributed ideas in team meetings.
- Achieved and surpassed Key Performance Indicators (KPIs) by promoting products and services, facilitating client setups through online portals, and ensuring compliance with legislative requirements while actively contributing ideas in team meetings.
- Supported members via email and chat, providing assistance across multiple channels.
- Led initiatives in a new insurance project, supporting peers and fostering a collaborative and welcoming environment.
Investment Administrator
1 Year 11 Months- Managed portfolio of 20+ financial advisers, ensuring adherence to service standards and timely response to queries.
- Processed contributions, withdrawals, redemptions, transfers, adviser fee arrangements, and account maintenance in accordance with regulatory and business requirements.
- Handled adviser and client enquiries by email and phone, providing guidance on platform functionality, transactions, and account administration.
- Supported a portfolio of over 20 financial advisers, maintaining service standards and responding to queries within agreed service levels.
- Cultivated relationships with advisers, clients, and internal stakeholders to facilitate clear communication and prompt query resolution.
- Collaborated with custodians, brokers, and internal stakeholders to resolve settlement issues and implement process improvements that elevated client experience.
Cbus, Customer Service
1 Year 9 Months- Delivered excellent customer service across inbound and outbound calls.
- Delivered exceptional customer service during inbound and outbound calls, enhancing member satisfaction.
- Resolved complex issues for a diverse member base while maintaining positive customer experiences.
- Demonstrated thorough knowledge of funds and processes, ensuring accurate information was provided to members.
- Used proactive listening to develop customer relationships and received positive feedback through Voice of Cbus (VOC).
- Promoted relevant products and services while successfully onboarding clients through online portals, streamlining the onboarding process.
- Enhanced client engagement by onboarding them through online portals and recommending appropriate products.
- Adhered to all legislative requirements relevant to the role.
- Participated in team meetings to share ideas and celebrate team achievements.
Education
Bachelor of Business - Marketing
Skills
- Salesforce
- Microsoft Suite - Outlook
- Excel
- Word
- PowerPoint
- Acurity
- IBM Notes
- Zendesk
- Aspire Central
- JIRA
- Slack
- Time Management
- Work Ethic
- Effective communication
- Collaborative Approach
- Service-oriented
- Active Listening
- Positive Mindset
- Problem solving
Timeline
Operational Analyst (Transfers)
LGT Wealth Management
08.2024 - CurrentRead More
Member Service Consultant
Unisuper
11.2023 - 05.2024Read More
Investment Administrator
Praemium
12.2021 - 11.2023Read More
Cbus, Customer Service
Link Group
02.2020 - 11.2021Read More
Swinburne University of Technology
Bachelor of Business from Marketing
01.2017Read More