Tom Tomasi
Campsie,NSW
Summary
Achieved top performance metrics at OFX by leveraging stock market expertise and exceptional communication skills, surpassing benchmarks with a focus on wealth management and compliance awareness. Excelled in customer service, enhancing client relationships and contributing to streamlined processes across various roles.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Associate/Forex Dealer
OFX
07.2022 - 01.2024
- Proactively facilitated the booking of forex trades, demonstrating a keen understanding of financial markets and providing clients with expert guidance on optimizing their transactions.
- Ensured strict compliance with Anti-Money Laundering (AML) requirements by conducting thorough Know Your Customer (KYC) procedures, contributing to a secure and regulatory-compliant trading environment.
- Specialized in fraud detection, implementing effective measures to recognize and resolve potential issues promptly, thereby safeguarding client assets and maintaining the integrity of transactions.
- Consistently surpassed performance metrics, outperforming team benchmarks and contributing to a positive and collaborative team dynamic.
- Delivered exceptional customer service, building and nurturing strong client relationships by addressing inquiries, providing solutions, and enhancing the overall customer experience.
- Collaborated with cross-functional teams, fostering effective communication channels and contributing to the development of streamlined processes and improved service delivery.
- Demonstrated a high level of consistency in achieving top statistics, showcasing a commitment to excellence and a results-driven approach to client services.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Product Service Coordinator
TKElevators
03.2022 - 07.2022
- Spearheaded the coordination of product-related activities, demonstrating a meticulous approach to ensuring the seamless execution of service operations.
- Acted as a central point of contact, liaising effectively with internal teams, clients, and service providers to guarantee the timely resolution of product service inquiries and issues.
- Applied a robust knowledge of elevator systems and related products, contributing to the development of efficient service strategies and providing expert guidance to clients.
- Proactively managed and streamlined service workflows, optimizing processes to enhance overall efficiency and reduce resolution times.
- Collaborated closely with technical teams, leveraging a comprehensive understanding of product specifications and requirements to address and resolve service-related challenges promptly.
- Maintained a commitment to exceptional customer service, ensuring that client expectations were met or exceeded through clear communication and effective problem-solving.
- Generated and maintained detailed records of service activities, contributing to accurate reporting and data-driven decision-making within the organization.
APS Government Officer
Services NSW
01.2021 - 06.2021
- Functioned as an APS Government Officer, demonstrating strategic thinking and an adept understanding of government legislation and policies.
- Proficiently communicated the implications of government regulations to members of the public & providing clarity on how policies would impact the intended recipients.
- Exhibited a strong motivation to continuously expand subject-based knowledge across various categories, fostering an adaptable and well-informed approach to diverse responsibilities.
- Demonstrated empathy when handling sensitive information & clients.
Woolworths Online Rep
Woolworths
01.2019 - 12.2020
- Elevated customer service skills through dedicated support to clients, addressing inquiries and concerns related to their online orders with precision and efficiency.
- Collaborated seamlessly with area managers, store managers, and warehouse suppliers, fostering strong cross-functional partnerships to resolve issues promptly and ensure a smooth order fulfillment process.
- Proactively identified and implemented solutions, showcasing a problem-solving mindset to streamline processes and enhance the overall customer experience.
- Played a pivotal role in maintaining effective communication channels between various stakeholders, ensuring a cohesive approach to addressing customer queries and concerns.
- Demonstrated a commitment to excellence by consistently meeting and exceeding performance targets, contributing to the overall success of the Woolworths Online team
Floor Supervisor
VCuisine
01.2016 - 12.2020
- Resolved conflicts among staff members diplomatically, maintaining a harmonious working environment conducive to productivity.
- Mentored new hires in company policies, job responsibilities, and expectations, ensuring successful integration into the team.
- Managed inventory levels to minimize stock discrepancies, conducting routine audits and adjusting orders accordingly.
- Ensured store cleanliness and safety with consistent inspections and proactive maintenance tasks.
Education
Bachelor of Science - Computer Science
University of Sydney
Sydney, NSW03.2026
High School Diploma -
James Cook Boys
01.2014
Skills
Compliance Awareness
Mutual funds
Investment advice
Wealth Management
Performance Tracking
Stock market expertise
CRM Software Usage
Customer Service
Problem-Solving
Attention to Detail
Problem-solving abilities
Excellent Communication
Certification
Coding Certificate - University of Sydney (2024)
Timeline
Client Associate/Forex Dealer
OFX
07.2022 - 01.2024
Product Service Coordinator
TKElevators
03.2022 - 07.2022
APS Government Officer
Services NSW
01.2021 - 06.2021
Woolworths Online Rep
Woolworths
01.2019 - 12.2020
Floor Supervisor
VCuisine
01.2016 - 12.2020
Bachelor of Science - Computer Science
University of Sydney
High School Diploma -
James Cook Boys
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