Summary
Overview
Work History
Education
Skills
Certification
Timeline
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STEVEN HARRISON

London

Summary

Dedicated and customer-focused professional with a proven track record of solving complex client problems and increasing customer satisfaction through the development of strong relationships. Skilled in executing tasks promptly and proficient in CRM systems and data management. Experienced in optimizing processes for seamless service delivery to support clients. Collaborative team player with a history of driving successful outcomes for clients and projects. Possesses enthusiasm for continued growth and a deep interest in the financial services sector.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Junior Functional Consultant

Wealth Dynamix
04.2024 - Current
  • Successfully navigated a fast-paced work environment by managing multiple tasks, utilising critical thinking skills, and overseeing client interactions daily
  • Demonstrated exceptional problem-solving abilities and empathy, resulting in high client satisfaction by efficiently utilising software tools
  • Consistently communicated with teams and clients through email, Teams calls, and secure messages to deliver customised service
  • Maintained thorough records and ensured clear communication practices, leading to a decrease in response time
  • Improved efficiency for banking clients by optimising and configuring the CRM system, resulting in a 40% boost in system efficiency
  • Strong product knowledge with the ability to deliver high-quality service through customisation.

Health and Wellbeing Relationship advisor

NHS PCN
10.2020 - 03.2024
  • Exceeded key target of 100 face-to-face and telephone client meetings per week to provide personalised support, aligning client goals with their challenge needs
  • Leveraged NHS Systems to boost client engagement, promptly intervening through 30+ emails, calls, and F2F meetings per day as needed to heighten engagement and ensure retention of the client base
  • Key stakeholder in handling projects for clients, staff training, and educational programs for clients across all 4 general practices under the PCN
  • Successfully created and managed a 12-week educational program with over 500 clients, delivering a key win of +40% retention rate increase to the overall benefit of the clients & strengthening practice ROI of £7000+ for the year
  • Worked alongside clinical doctors, pharmacists and other MDT members to analyse trends in client data to devise personalised health and well-being plans for clients
  • Utilised a robust call structure to create engaging client pathways towards better health, ensuring a seamless and tailored experience.

Customer Support

Bell
06.2019 - 02.2020
  • Achieved a 97%+ customer satisfaction rating by delivering exceptional service through rapid responses, personalised solutions, and proactive problem-solving
  • Collaborated with department leads in conducting monthly reviews to ensure the achievement of targets, while simultaneously facilitating thorough examination of data and reports
  • Dedicated to cultivating client satisfaction and consistently retaining clients through delivery of exceptional service, personalised solutions, and ensuring their bespoke needs are met
  • Exceeded key target of 20% retainment of clients, leading to £1,100 profit per week on the programs
  • Created and coordinated over 20+ events such as parties, awards ceremonies and conferences for 150+ staff and clients within the approved budget
  • Facilitated communication between different departments and clients to keep staff informed and up to date on daily briefings.

Residential Assistant

Brillantmont international school
08.2018 - 06.2019
  • Provided outstanding service, achieving a 90% student satisfaction rating, which contributed to retention of students, leading to a minimum of €90,000+ per academic year
  • Mentored 12 students annually; providing student support and building professional relationships to increase academic performance
  • Participated in weekly team meetings and provided a detailed analysis along with meeting minutes for key stakeholders
  • Promoted trips to students to enrich their learning experience with each participation leading to a €500 profit to the school.

Education

Sports Coaching BSc -

Leeds Beckett University
01.2017

Communication and Media Studies BTEC -

Harlow College
01.2014

Skills

  • Verbal Skills
  • Phone etiquette
  • Product knowledge
  • Critical Thinking
  • Client management
  • Relationship building
  • Achieving KPI
  • Interpersonal skills
  • Soft skills
  • Written Skills
  • Communication
  • Problem-solving skills

Certification

  • SalesForce Associate Certification Bootcamp, 2023
  • Maths, Equivalency 2023: grade C
  • English, Equivalency 2023 grade C
  • Advanced Motivational Interviewing, 2022

Timeline

Junior Functional Consultant

Wealth Dynamix
04.2024 - Current

Health and Wellbeing Relationship advisor

NHS PCN
10.2020 - 03.2024

Customer Support

Bell
06.2019 - 02.2020

Residential Assistant

Brillantmont international school
08.2018 - 06.2019

Sports Coaching BSc -

Leeds Beckett University

Communication and Media Studies BTEC -

Harlow College

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STEVEN HARRISON