Jessica W
Project Manager
Experienced Administration & Customer Support Professional with Financial Services Expertise
Summary
Accomplished and highly organised administrative professional with 10+ years’ experience in customer service, account management, and client support in the financial services industry. Skilled at resolving issues efficiently, maintaining client satisfaction, and identifying process improvements. Holds tertiary business qualifications. Proficient in technology, communication, collaboration, and continuous improvement. Experienced in communications and customer service. Key skills include administrative support, account management, customer service, planning, organisation, teamwork, relationship management, and problem-solving.
Experience
Cemoh
Operations & Community Lead (2025 - current)
Leading the Cemoh Circle community!
https://circle.cemoh.com/
VA Lead Network
Content Quality Control (2024 - current)
Checking website content, communications, and social media posts for accuracy. Ensuring content aligns with the organisation's style and branding. Managing tasks efficiently using tools like Asana and Google Drive. Maintaining CRM and auditing. Utilising WordPress and Google tools for workflow.
Aware Super
Advice Implementation Specialist (2023 - 2024)
Ensuring seamless workflow from initial appointment to advice implementation completion. Providing excellent customer service and dispute resolution. Collaborating with financial planners and clients. Understanding superannuation legislation and AML requirements.
Aware Super
Client Service Officer (2016 - 2019)
Delivering top-notch service to members and clients. Sharing knowledge and providing training to staff. Ensuring quality assurance and efficient workflow. Managing multiple software platforms. Contributing to system efficiency and improvement. Successfully managing workload and time.
Vanguard Financial Group
Senior Client Service Officer (2014 - 2016)
Assisting senior financial planners in documentation and compliance. Implementing financial advice and building client relationships. Supervising junior staff and staying updated on superannuation legislation. Collaborating with clients and companies for effective service delivery.
DVA Collections
Account Manager (2014 - 2014)
Building and managing client relationships. Providing high-quality customer service. Liaising with various parties. Supporting other account managers. Prioritising client satisfaction and efficient communication.