Tracee Karydis
Senior Client Services Officer at Findex | Gold Coast, Queensland, Australia
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Senior Client Services Officer at Findex in November 2023 to Present
Travel at Career Break in October 2023 to November 2023
Client Services Officer at Cooper Wealth Management in July 2023 to September 2023
Superannuation Administrator - Claims Consultant at HUB24 Limited in September 2021 to June 2023
Administrative Assistant at Wahlstrom Financial Services in June 2020 to September 2021
Financial Planning Practice Manager at Mortgage Choice in March 2018 to March 2020
Client Service Officer - Financial Planning at National Australia Bank in September 2013 to March 2018
Transaction Banking Specialist at National Australia Bank in January 2008 to September 2013
Deposit and Payment Manager at Suncorp in January 2006 to November 2008
Call Centre Consultant - Banking Solutions and Business Banking & Leasing Teams Teams at Suncorp in January 2004 to January 2006
Sales and Service Consultant at Suncorp in January 2001 to January 2004
Personal Banker at Citibank in October 1993 to October 1997
Various - Lending, Sales and Clerical at Commonwealth Bank in October 1982 to October 1993
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Wirreanda High School, Morphett Vale, South Australia
Open Learning Institute (TAFE Queensland)
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• Processing Superannuation claims, involving permanent incapacity, family law, death, financial hardship, IDPS and investment claims.
• Liaise with claimants, beneficiaries, and external parties to collect necessary information and resolve queries. Follow up on outstanding documentation and information to ensure timely processing of claims.
• Conduct preliminary investigations and research on claim cases to assist in the claims assessment process. Interpret relevant information to form an appropriate claims strategy.
• Review claim forms and supporting documents for completeness and accuracy. Work closely with trustees for the determinations.
• Ensure accurate claim assessment in line with policy terms and conditions. Collaborate with lawyers, advisers and clients in order to provide the best outcomes. Ensure payment is made in line with the instructions for the claim.
Banking
Portfolio Management
Commercial Banking
Retail Banking
Loans
Relationship Management
Finance
Financial Services
Payments
Small Business Lending
Internet Banking
Commercial Lending
Credit Cards
New Business Development
Credit Analysis
Strategic Financial Planning
Consumer Lending
Deposits
Private Banking
Business Development
Credit
Financial Risk
Credit Risk
Risk Management
Trade Finance
Mortgage Lending
Merchant Services
Customer Satisfaction
Xplan
Customer Retention
Investments
Customer Service
Office Administration
Financial Planning
Sales
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Discover more about FindexWhat is Tracee Karydis email address?
Email Tracee Karydis at [email protected]. This email is the most updated Tracee Karydis's email found in 2026.
How to contact Tracee Karydis?
To contact Tracee Karydis send an email to [email protected]. (updated on March 16, 2025)
What company does Tracee Karydis work for?
Tracee Karydis works for Findex
What is Tracee Karydis's role at Findex?
Tracee Karydis is Senior Client Services Officer
What is Tracee Karydis's Phone Number?
Tracee Karydis's phone (416) ***-*361
What industry does Tracee Karydis work in?
Tracee Karydis works in the Financial Services industry.
Tracee Karydis Email Addresses
Tracee Karydis Phone Numbers
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