Client Services Officer@ Burrell Stockbroking & Wealth Management
Brisbane, Queensland, Australia
Charlotte Teague
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Tell me more about Charlotte Teague?
FlashIntel GPTCharlotte Teague is a client service specialist in the financial services industry with 14.9 years of experience. She is skilled in Microsoft Word, PowerPoint, customer service, teamwork, public speaking, and more. Based in Brisbane, Australia, Charlotte works collaboratively with financial advisors and other staff to provide exceptional support to clients. She has worked as a Client Services Officer at Burrell Stockbroking & Wealth Management and has experience as a Volunteer Audio Visual Technician, Volunteer Customer Liaison Officer, Administration Assistant, and ICT Assistant.
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About
A client service specialist in the financial services industry, working collaboratively with financial advisors and other staff to provide exceptional support to clients.
Work Experience
Client Services Officer
Financial Services
Charlotte Teague's Professional Milestones
- Shift Manager And Kitchen Hand (2009-01-01~2014-01-01): Streamlined operations and increased efficiency, resulting in increased productivity and cost savings.
- Client Services Officer (2019-11-01~): Streamlined client communication channels, improving productivity and enhancing productivity for clients.
Skill
Microsoft Word
Powerpoint
Customer Service
Teamwork
Public Speaking
Microsoft Office
Microsoft Excel
General Office Skills
Answering Phones
Documentation
Dreamweaver
Content Management Systems
Certification
Colleagues
Chris Burrell
managing director at burrell stockbroking
Alicia Kendall
Associate Director | Senior Financial Planner
Robert Chan
director at burrell stockbroking & wealth management
Jamie Elgar
associate director investment advisor at burrell stockbroking & wealth management
Bruce McLeary
associate director - research at burrell stockbroking & wealth management
Other Named Charlotte Teague
Frequently asked questions
We found 1 Charlotte Teague's email addresses
Charlotte Teague's social media include: Linkedin,
Charlotte Teague works for Burrell Stockbroking & Wealth Management
Charlotte Teague's role in Burrell Stockbroking & Wealth Management is Client Services Officer
Charlotte Teague works in the industry of Financial Services
Charlotte Teague's colleagues are Chris Burrell,Alicia Kendall,Robert Chan
Charlotte Teague's latest job experience is Client Services Officer at Burrell Stockbroking & Wealth Management
