Summary
Overview
Work History
Education
Skills
Timeline
Generic

Priscilla Setsoafia Tukpeyi

Rutherglen

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Overview

11
11
years of professional experience

Work History

Customer Service Consultant

Royal London
03.2021 - Current
  • Provide a professional support and collaborate on financial advisory to positively impact customer experience
  • Provide a professional and superior experience for every customer.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Manage customer queries via inbound/outbound calls as well as responding to email and written correspondence.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Prioritize and respond to customer queries in a timely fashion, detailing requirement for the fulfilment of their request and managing their expectations.
  • Accurately log all queries and maintain customer data to ensure accuracy of content.
  • Work as part of a wider team to ensure best practices and advice is consistently given to customers, meeting their needs, and supporting the Royal London Group purpose.

Porter

Royal Infirmary Hospital
11.2019 - 02.2021
  • Transporting patients within a hospital between different departments.
  • Escorting deceased patients to the mortuary from a ward or operating theatre.
  • Delivering specimens to the laboratory.
  • Collecting prescriptions.
  • Disposing of waste, some of which may be hazardous waste, after receiving the required training.
  • Providing patients with company.

Finance Administrator

Possibilities Limited
06.2019 - 10.2019
  • Created and updated spreadsheets of daily transactions.
  • Managed accounts receivable and payable.
  • Maintained reports on financial metrics, including investments, return on assets.
  • Kept records of invoices and tax payments.
  • Managed company’s liabilities.
  • Identified and addressed account discrepancies.
  • Participated in payroll processes.
  • Reported on financial projections.

Carer

Advinia
05.2018 - 05.2019
  • Demonstrated ability to lead and motivate teams to work hard.
  • Trained new staff on quality control procedures.
  • Accurately recorded and reported test results according to established procedures.

Carer

Agency Highland care Ltd
04.2017 - 12.2017
  • Responsible for primary care, case management and medication management.
  • Demonstrated ability to lead and motivate outstanding health care teams.
  • Worked as part of a team and being a team leader to fulfil and determine a good practice of care.
  • Assessed patients and documented their medical histories.

Hospitality

Agency Margaret
05.2016 - 08.2016
  • Greeted and registered guests and issued keys.
  • Made and confirmed reservations.
  • Posted charges for rooms, food, liquor, or telephone calls, to ledgers.
  • Greeted and welcomed all hotel guests with a smile.
  • Served customers professionally.

Sales Assistant

West Ltd
06.2014 - 08.2014
  • Attended monthly sales meetings and quarterly sales training.
  • Negotiated prices, terms of sales and service agreements.
  • Met existing customers to review current services and expand sales opportunities.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Documented all customer enquiries and comments thoroughly and quickly.
  • Responded to all customer enquiries thoroughly and professionally.
  • Entered data promptly and efficiently.

Accountant clerk

Albini & Ptigliani
03.2014 - 04.2014
  • Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports.
  • Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.
  • Audited financial services clients, including banks and asset management companies.
  • Maintained integrity of general ledger, including the chart of accounts.
  • Compiled general ledger entries on a short schedule.
  • Analyzed monthly balance sheet accounts for corporate reporting.

Education

BAcc (HONS) - accounting

01.2020

HND - Accounts

01.2018

HNC - Accounts

01.2017

Diploma - Economics

01.2015

Skills

  • Organized
  • Strong communication skills
  • Excellent time management
  • Good understanding of bookkeeping procedures
  • Customer engagement
  • Proficiency in accounting software-SAGE 50
  • Proficiency in MS Office package
  • Knowledge of CRM
  • Knowledge of ALIS
  • Customer service
  • Investment planning

Timeline

Customer Service Consultant

Royal London
03.2021 - Current

Porter

Royal Infirmary Hospital
11.2019 - 02.2021

Finance Administrator

Possibilities Limited
06.2019 - 10.2019

Carer

Advinia
05.2018 - 05.2019

Carer

Agency Highland care Ltd
04.2017 - 12.2017

Hospitality

Agency Margaret
05.2016 - 08.2016

Sales Assistant

West Ltd
06.2014 - 08.2014

Accountant clerk

Albini & Ptigliani
03.2014 - 04.2014

HND - Accounts

HNC - Accounts

Diploma - Economics

BAcc (HONS) - accounting

Similar Profiles

CREATE PROFILE
Priscilla Setsoafia Tukpeyi