WHO I HELP
I provide support to a wide range of clients from successful families to those who are managing a windfall, such as through financial settlements from personal injury or medical negligence cases. My role is to ensure they receive the administrative support they need to make their financial journey as seamless as possible.
HOW I HELP
My work involves providing comprehensive administrative support to both our clients and Financial Planners. From answering queries and transcribing meeting notes to generating paperwork and maintaining records, I make sure that every detail is taken care of.
“HELPING YOU FEEL HEARD AND SUPPORTED”
Lisa Dowie is part of our Client Service Support team based in our Charlotte Square office. She offers a personal touch to the administrative side of client care, helping to ensure that every client feels heard and supported. Lisa brings a fresh approach to client service, emphasising the importance of clarity, communication, and relationship-building.
Lisa’s role sees her working closely with clients from diverse backgrounds, assisting with everything from generating paperwork to addressing client queries with a calm and reassuring presence. She plays a key role in coordinating various tasks behind the scenes, ensuring that meetings run smoothly and that clients feel reassured throughout the process. Whether it’s through a phone call to answer a question or providing clarity on their paperwork, she is always ready to help.
BUILDING RELATIONSHIPS WITH TRUST AND COMMUNICATION
“For me, an ideal relationship with a client is based on trust. I want clients to feel like they can rely on me not only for administrative support but also for a friendly chat when we meet in person. It’s about creating a professional relationship that feels comfortable and approachable. Clients expect clear communication, accuracy, and efficiency, and I strive to meet these expectations every day.
Whether I’m supporting a client or helping a colleague, I find satisfaction in knowing that I have improved someone’s day in any way. It’s extremely rewarding being able to contribute to their positive experience, no matter how small something may seem at the time.”
ASSERTIVE AND PERSONABLE
“I believe in the philosophy of ‘Don’t ask, don’t get.’ I’m assertive in getting the job done and would not hesitate to pick up the phone to speak to our clients and ensure we find a resolution that suits them.
I am confident and determined, particularly when advocating for our clients. I will always stand up for clients and the values I believe in, which AAB Wealth shares. I’m also not afraid to ask questions or seek out the information necessary to solve a problem. Being part of a diverse team allows me to bring different perspectives to the table, which I think speaks volumes to our focus on growth, our people and being adaptable.”
STRIKING THE RIGHT BALANCE
“I enjoy the benefits of technology in making our work more efficient which makes administrative tasks quicker and easier for both us and the clients. However, I appreciate that tone and rapport can be better translated in person or over the phone. Therefore, striking the right balance between tech-enabled solutions and personal interaction is key to providing the best service.”
ADAPTING AND GROWING
“The industry sees many changes regularly, whether that is changing compliance guidelines, new tax rules or market changes. Although challenging, keeping up to date with these changes, continually learning and adapting is an essential part of our job.
I see tremendous potential for growth now that we’re part of AAB Wealth. I’m always eager to learn more and the team has been incredibly supportive of my growth. I look forward to continuing to develop my skills and the possibility of taking exams to advance my career in financial services.”
OUR PEOPLE MATTER MOST
“Nothing is more important than our people. I’ve previously worked in an industry where people weren’t valued and witnessed the impact this can have on a team and its ability to provide the best service to clients. As part of AAB Wealth, I feel supported and appreciated, especially with the flexibility I’ve been given to manage childcare and my work. This investment in me as a person makes me thrilled for the future, and eager to give back by contributing as much as I can to the team.”
MAKING A DIFFERENCE
“I have been complimented for my attention to detail, and it’s something I take pride in. I’m very organised and hardworking, and I aim to provide a high standard of work for our clients. A client shared that working with me made their experience more positive. Knowing that my work can make a difference motivates me to continue delivering the best service possible.”
