Get in touch
What’s the best thing about Crowe Financial Planning?
Crowe is a firm with great culture and team members. You get the chance to learn from industry leaders, and as you progress in your career, you’ll be exposed to new horizons and empowered to grow.
Tell me about your role?
As a Senior Operations Coordinator, I support project delivery, led by the Operations Director and Head of Innovation, ensuring seamless CRM maintenance, streamlining business processes. Together we are driving innovation through new technologies to enhance organizational efficiency and customer satisfaction.
What is important to me when delivering client service?
Being deeply dedicated to providing exceptional service to our valued clients. Effective communication serves as the cornerstone of our success, fostering strong relationships. Furthermore, I prioritise integrity in all interactions, ensuring that everyone is well-informed and treated with respect.
My favourite film.
Not a film but TV Series – Grey’s Anatomy.
What matters to you most in three words?
Family, Principles and Values.
What do you enjoy most about your role?
The excitement of making positive and meaningful changes for our team as well as our clients. Prioritising customer service and the way we work as a firm to utilise our fullest potential.
Not a film but TV Series – Grey’s Anatomy.
My favourite
film.
Family, Principles and Values.
What matters to you
most in three words?
The excitement of making positive and meaningful changes for our team as well as our clients.
Prioritising customer service and the way we work as a firm to utilise our fullest potential.
What do you enjoy most
about your role?
Being deeply dedicated to providing exceptional service to our valued clients. Effective communication serves as the cornerstone of our success, fostering strong relationships. Furthermore, I prioritise integrity in all interactions, ensuring that everyone is well-informed and treated with respect.
What is important to me when delivering client service?
As a Senior Operations Coordinator, I support project delivery, led by the Operations Director and Head of Innovation, ensuring seamless CRM maintenance, streamlining business processes. Together we are driving innovation through new technologies to enhance organizational efficiency and customer satisfaction.
Tell me about
your role?
Crowe is a firm with great culture and team members.
You get the chance to learn from industry leaders, and as you progress in your career, you’ll be exposed to new horizons and empowered to grow.
What’s the best thing about Crowe Financial Planning?
Get in touch