Shannon Roode

Background

About Shannon Roode

As a Customer Service Co Ordinator at Centric Wealth Advisory, I provide excellent support and service to our high-net-worth clients and advisors. I handle complex queries, complaints, and requests, ensuring timely and accurate resolutions. I also assist with the administration of client portfolios, contracts, and reports. Thanks to my skills and experience, I have received multiple recognitions for my outstanding performance and customer satisfaction ratings. My passion for marketing and customer service stems from my diploma in Marketing Management from IIE Rosebank College, where I learned the fundamentals of marketing strategy, research, and communication. I have applied my knowledge and skills in my previous roles as a Senior Claims Administrator at Simply Financial Services and a Sales Consultant at OLD Mutual Finance, where I successfully managed and processed claims, generated leads, and increased sales. I am fluent in English and Afrikaans, which allows me to communicate effectively with diverse clientele. I am also proficient in office equipment and software, and I can multitask and prioritize tasks efficiently. I am eager to learn new skills and contribute to the growth and success of Centric Wealth Advisory.