Client Relationship Manager
My role as a Client Relationship Manager means I am the first point of contact for our current and prospective clients.
Since commencing with Story Wealth in late 2018, I have been able to utilise my previously gained customer service skills and develop a sound knowledge of financial planning.
I love the energy in the office and the people I get to work with, both my colleagues and our clients. Being a part of a passionate team is important to me. I don’t think I’d be able to enjoy work if it was any other way.
I’ve already learnt so much and am excited for everything still to come.