What’s your role? Client Services Support. My role includes preparing and processing all requests from our clients. Our team ensures that the planners and clients are up-to-date with ongoing work make sure we achieve our main priority of always providing a high-quality service. I enjoy the varied aspects of my role, which include processing new business and top up requests, setting up new clients on our systems and gathering information on their existing policies, all of which helps the planning team decide the clients’ next steps.
I appreciate the personal element of my role and I enjoy regularly interacting with clients and assisting them with any queries they have.
What do you like best about working at AAB Wealth? I like the support from members of the team and management, everyone works together and is always available to answer any questions. There is a strong emphasis put on the fact that everyone’s opinion is listened to and taken on board, which makes me feel like a valued member of the team.
What's your favourite destination? Ko Tao in Thailand is one of my favourite destinations. I love the beautiful scenery, food and beer - but nothing will beat the Scuba Diving!
What’s on your bucket list? I would love to travel around South America, and explore Machu Picchu in Peru. Going to a Boca Juniors vs River Plate game would also be an added bonus, if I was feeling brave!