Summary
Overview
Work History
Education
Certification
Timeline
Generic

Spencer Morgan

Melbourne

Summary

Client service professional with five years of experience, including a recent position at H&R Block, where strong communication and problem-solving skills were developed. Known for calm, empathy-based approach to managing client relationships.


My long term goal is to progress into a Client Relationships Manager role within five years, building on previous experience to strengthen client relationships, enhance service processes, and contribute to sustained business growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Consultant - Client Service Centre

H&R Block
02.2024 - 02.2025
  • Assisted tax experts and the ATO in managing key information, contributing to smoother processes and improved efficiency
  • Developed stakeholder management skills, which resulted in less inbox congestion and quicker case resolutions
  • Ensured customer satisfaction by listening, empathizing, and providing tailored solutions like clarifying tax liabilities and resolving discrepancies, while leaving customers feeling heard and valued
  • Met KPIs using Zendesk by maintaining 90-95% response time compliance, managing ticket volume, and reducing backlog, allowing the team to focus on high-priority tasks
  • Applied effective triage skills and data collection through active listening and critical questioning
  • Gathered relevant information to confidently resolve issues, improving response times and enhancing customer satisfaction

Front of House / Host

Noglü
01.2023 - 02.2024
  • Greeted guests, worked with the kitchen to keep things running efficiently, and provided attentive service
  • Used clear communication and reassurance to build guest trust and satisfaction
  • Assisted management during busy periods by coordinating staff, aiding rostering and payroll, and quickly resolving service issues
  • Also supported stocktake to ensure smooth and efficient operations

Early Voting Assistant

Victorian Electoral Commission
11.2022 - 12.2022
  • Completed disability training to improve accessibility, ensuring clear communication and assistance for voters with language or communication barriers
  • Handled voter complaints with active listening and empathy, using clear communication and procedural knowledge to de-escalate conflicts and maintain fairness
  • Directed voters with clear, confident communication and thorough process knowledge, ensuring efficiency and on-time schedules

Crew Trainer

McDonald’s
07.2019 - 10.2022
  • Managed rostering and shift coverage to ensure optimal staff utilisation
  • Trained new staff every three months, which helped lower turnover and increase quality assurance scores

Education

VCE -

Year 12
Melbourne, VIC

Certification

Victorian RSA

Timeline

Tax Consultant - Client Service Centre

H&R Block
02.2024 - 02.2025

Front of House / Host

Noglü
01.2023 - 02.2024

Early Voting Assistant

Victorian Electoral Commission
11.2022 - 12.2022

Crew Trainer

McDonald’s
07.2019 - 10.2022

VCE -

Year 12
Spencer Morgan