Greater Sydney Area
Experienced Client Relations specialist with a history of exceptional service in the financial services industry. Skilled in Investor Relations, Shareholder Analytics, Customer Relationship Management (CRM), stakeholder relations and software training. Strong consulting professional and an Australian Investor Relations Association (AIRA) graduate and Governance Institute of Australia
MUFG Corporate Markets IR is a global leader in share ownership analysis, market intelligence, investor communication and shareholder management technology. My role is to partner with our clients to provide exceptional service, and in turn deliver our varied suite of products by effectively liaising with the wider MUFG Corporate Markets business.
Product Training on First Call database, maintaining a high level of client awareness of the system and assisiting Institutional Brokers with delivery options. Identified new revenue opportunities within the client base and increased contributing client base by 70%.
Supervising SYCOM, NZFOE and NYMEX trading sessions, adjudicating and solving trading disputes, regular training of users on the SYCOM system. Writing training system content and developing the SYCOM exam.
Account Management processes to increase panel voting and instiutional brokerage. Working closely with the Research Sales Desk to ensure effective client management. Rolling out and training both internal and institutional users on global web systems. Vendor platform permissioning, organising Corporate Access for lunches, roadshows, conferences and organisation of those efforts.