Niall Godfrey

- Regularly engaged with clients in person and via phone to address account queries, collect fees, showcase additional services, and update risk/suitability profiles.

Managed and maintained the client database, coordinating with colleagues to streamline the pipeline process.

- Supported the distribution of company marketing materials, including investment guides and journals.

- Processed share certificate lodgements and processed timely payments to clients.

- Attended staff meetings, research briefings, and analyst updates on market conditions, company earnings, and economic indicators.

• Manage daily operations to ensure smooth running of the shop.
• Provide excellent customer service leading to repeat business and customer loyalty.
• Handle customer complaints effectively, restoring trust in our brand.
• Compile and analyse weekly profit and loss reports, monitoring profitability and cash variances of the shop, monitored customers and employees.
• Collaborate with multiple departments within Boylesports, communicating business updates and addressing issues with relevant teams.