olivia charlesworth

senior customer engagement and communications manager

About

Hardworking, driven individual who is organised with an acute eye for detail. Effective communicator with a positive and polite manner. Flexible, resourceful, inventive and creative problem solver.

Country

united kingdom

City

leeds

Industry

financial services

Skill

merchandising, customer service, word processing, office administration, management, training, volunteer management, volunteer recruiting, volunteer training, window dressing, stock control, quality management, problem solving, creativity, determination, loyal, highly ambitious, improvisation, local marketing, volunteering, political campaigns, religious organizations, public speaking, creative writing, newsletters, dance, digital photography, telephone skills, photography, invoice processing, charities, time management, marketing, microsoft word, non profit volunteer, marketing communications, direct marketing, copywriting, email marketing

Experience

campaign manager

skipton building society

2014-5 - Present · 12 yrs 5 mos

senior customer engagement and communications manager

skipton building society

2017-7 - Present · 9 yrs 3 mos

marketing assistant

skipton financial services

2013-7 - 2014-4 · 10 mos

Produce Quarterly and Annual Financial reports directed specifically to inform clients in easy and informative ways of how their personal investments are performing. Manage various creative projects for small affinities. Produce complex brochure of Core Fund's performance year to date and in comparison to it's peers for Adviser use. Regularly organise direct mailings to clients due to have their funds mature.

word processor

skipton financial services

2012-7 - 2013-7 · 1 yr 1 mo

Working from Financial Adviser's notes and a Personal Financial Questionnaire and Customer Advice Document, I compiled suitability reports for clients within a set time frame and towards a set target. I then conferred with the Advisers, and followed regulatory guidelines, to ensure all content was present, thorough and correct, before sending the finalised document to the client.

assistant manager

age uk

2008-10 - 2012-7 · 3 yrs 10 mos

Successfully trained volunteers and community payback workers. Continually promoted great customer service, a high standard of stock quality and merchandising, innovative window displays and shop events, whilst also maintaining all relevant paperwork and cash on the shop premises. I have been involved in dealing with difficult volunteers, staff and members of the public. I was also offered extra work in, and relied upon to use my skills in, other shops in the area for added responsibility and experience. I also volunteered to take up the Gift Aid Champion position to promote Gift Aid within our shop and community and monitor the sales that followed as a result.