Thomas Will
Melbourne,Victoria
Summary
Dynamic Client Relationship Manager with 7 years' experience in sales and service roles for wealth management organizations. Driving top-quality customer experience and satisfaction through deploying voice of the client (VOC) expertise. Building and retaining long-term relationships by establishing positive, productive and routine communications.
Overview
9
9
years of professional experience
Work History
Client Relationship Manager Insurance & FP
Bongiorno Wealth Management
11.2016 - Current
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Assessed client needs and developed plans to adequately address current and future objectives.
- Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
Tax Adminstrator
Bongiorno Wealth Management
03.2015 - 08.2016
- Maintained personnel records and updated internal databases to support document management.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Collected, validated, and distributed information to employees.
- Computerized office activities, maintained customer communications, and tracked records through delivery.
Education
Diploma of Financial Planning (DFP) - Financial Planning And Services
KAPLAN
06.2018
Skills
- Operational Records Review
- Presentation Development
- Shipping and Receiving Oversight
- Operational Strategies
Timeline
Client Relationship Manager Insurance & FP
Bongiorno Wealth Management
11.2016 - Current
Tax Adminstrator
Bongiorno Wealth Management
03.2015 - 08.2016
Diploma of Financial Planning (DFP) - Financial Planning And Services
KAPLAN
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