Work history
Advisor Services Consultant
- First point of contact for financial services professionals and their support staff with enquiries and issues
- Build and maintain the integrity of Macquarie’s relationships with advisers and clients as well as internal stakeholders.
- Facilitating a solutions based client service and providing end to end accountability in a timely manner
- Accurately record information for client interactions including sentiment in customer relationship management systems identifying trends and area’s for improvement and development in the service experience.
- Learn and maintain knowledge of the technical aspects of Macquarie’s core and specialised retail banking products as well as developing a understanding of all of Macquarie’s products.
- Identify leads, value-adds and solutions for advisers and clients
- Additional support in cash solutions, client service, insurance and correspondence teams.
Skills
- Marketing PR
- Radio
- Print Design
- Online
- Marketing Strategy
- News
- Media
- Communications
- Excel
- Indesign
- Photoshop
- Powerpoint
- Word
- Ideas Development
Education
Bachelor of Business Management (economics)/bachelor of Journalism
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Bachelor of Business Management (Economics)/Bachelor of Journalism