STEVEN HARRISON
London,UK
Summary
Dedicated and detail-oriented professional with a proven skills in client-facing roles. My expertise lies in providing personalised, solution-driven advice that enhances customer satisfaction and supports clients throughout their journey. I effectively guide customers through complex processes, clearly articulating options and aligning solutions with their specific goals, such as those related to hair restoration. My empathetic approach and strong interpersonal skills enable me to connect with clients, address their concerns, and ensure they feel supported at every step. Proactive and results-oriented, I thrive in fast-paced environments, collaborating seamlessly with cross-functional teams to maintain thorough customer records and contribute to the overall success of the organization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Junior Functional Consultant
Wealth Dynamix
London, UK
04.2024 - Current
- Successfully contributed to a team-first environment of collaborative teamwork within different departments, including the product, sales, and marketing teams.
- Successfully managed a B2B portfolio of key clients by providing tailored services and solutions to three major accounts.
- Optimized processes by pinpointing inefficiencies and devising strategies to improve operations, utilizing strong analytical skills and expertise in Software sales to turn data into actionable insights.
- Consistently communicated with teams and clients through JIRA, email, Teams calls, and secure messages to deliver exceptional service
- Improved efficiency for banking clients by optimising and configuring the CRM system, resulting in a 40% boost in system efficiency.
- Customized Microsoft Dynamics CRM SaaS solutions to meet client needs, delivering comprehensive training and demonstrations that boosted satisfaction, adoption rates, and sales workflows.
Health and Wellbeing Coach
NHS PCN
London, UK
10.2020 - 04.2024
- Worked alongside clinical doctors, pharmacists and other MDT members to analyse data to devise personalised health and well-being plans for clients
- Maintained comprehensive and accurate client notes to facilitate seamless communication and support across teams.
- Exhibited strong interpersonal skills and empathy by proactively engaging with clients through over 30 emails, calls, and in-person meetings.
- Utilised a robust call structure to create engaging client pathways towards better health, ensuring a seamless and tailored experience.
- Exceeded key target of 70 face-to-face and telephone client meetings per week to provide personalised support, aligning client goals with their challenge needs
- 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 across all 4 general practices in the PCN.
Customer Service Specialist
Bell
Cambridge
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
Lausanne, Switzerland
08.2018 - 06.2019
- Mentored 12 students annually; providing student support and building professional relationships to increase academic performance
- Delivering high-quality written reports to students on a weekly and termly basis, composed in a professional manner to offer support and acknowledge their progress.
- Participated in weekly team meetings and provided a detailed analysis along with meeting minutes for key stakeholders
- Responsible for facilitating communication and collaboration between departments through three regular meetings each week.
- 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
Education
Ofqual Level 3 - Economics & Financial Services
Chartered Institute of Securities & Investment
United Kingdon 01.2025 -
Bachelor of Science - Sport
Leeds Beckett University
Leeds 06.2014 - 06.2017
BTEC - Media Studies
Harlow College
Skills
- Sales and customer engagement
- Interpersonal and communication skills
- Proactive problem solving
- Building client relationships
- Collaboration and teamwork
- Client management
- Empathy and personalized customer service
- Time management
- Product knowledge
- Proficient in business systems and CRM tools
- Proficient in MS Office packages
- Adaptability in fast-paced environments
Certification
- CISI Member - 2024
- Chartered Institute of Securities & Investment, Fundamentals of Financial Services 2024
- Sales Force Associate Certification Bootcamp, 2023
- Advanced Motivational Interviewing, 2022
Timeline
Ofqual Level 3 - Economics & Financial Services
Chartered Institute of Securities & Investment
01.2025 -
Junior Functional Consultant
Wealth Dynamix
04.2024 - Current
Health and Wellbeing Coach
NHS PCN
10.2020 - 04.2024
Customer Service Specialist
Bell
06.2019 - 02.2020
Residential Assistant
Brillantmont
08.2018 - 06.2019
Bachelor of Science - Sport
Leeds Beckett University
06.2014 - 06.2017
BTEC - Media Studies
Harlow College
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