WHO I HELP
I work across both sides of the business to support Successful Families and Personal Injury clients. These clients rely on our expertise to guide them through life’s financial complexities, and my role is to support them every step of the way.
HOW I HELP
My role involves a range of tasks, from preparing financial reports and meeting packs to liaising with clients, planners, and partners. I handle everything from coordinating meeting minutes to issuing paperwork and updating records. I also plan ahead to ensure the delivery of our services is smooth and timely. I aim to be accessible to clients, always available to help with any queries or concerns they may have.
“BUILDING TRUST, DELIVERING RESULTS”
Mary Mills is part of our Client Service Support team, based in our Charlotte Square office. With a background in education, as both a University Lecturer and a High School Teacher, Mary brings a fresh perspective to financial services. Her attention to detail, analytical skills, and ability to solve problems make her a great asset to both her clients and colleagues.
Mary’s role focuses on making sure clients receive clear and accurate information in a timely manner. From preparing detailed financial reports to handling all paperwork and meeting logistics, Mary ensures everything is well-organised and that clients feel supported throughout their journey. Whether it’s helping with a query or forward planning for service delivery, Mary’s dedication ensures our clients are always well looked after.
TRUST AND RESPECT AT THE CORE
“I believe an ideal relationship with a client is built on trust and respect. Clients need to feel confident that they can rely on me, and I do my best to make sure they know they’re in good hands. Whether it’s providing them with the information they need or simply being available for a quick chat to solve a problem, my goal is to make sure our clients feel supported.
I also enjoy collaborating with my colleagues. There’s something incredibly satisfying about working together to solve a problem or deliver a great result. This sense of teamwork drives us all forward to provide exceptional service, often going above and beyond to make sure our clients are happy and that they receive the level of service they deserve.”
TECH ENABLED
“Technology is a great enabler, but I also value the balance between virtual interactions and hands-on, personal service. Face-to-face meetings and direct conversations allow us to build deeper relationships with our clients. It’s about finding the right mix of both.”
LEARNING AND GROWING IN A NEW INDUSTRY
“This is a career change for me, and I’m really enjoying the opportunity to learn more about the financial services industry. Coming from an educational background, I’ve always enjoyed the process of learning and discovering new ways of working. My experience has equipped me with the skills to analyse complex information and communicate it clearly. I believe my attention to detail and analytical skills are key strengths I bring to the team. I want to make sure everything is done right, and that clients feel confident in the service they receive from us.
I’m excited about where my career in financial services will take me. There’s so much to learn, and I look forward to becoming even more proficient in my role. As for AAB Wealth, I see huge potential for growth, and I’m eager to be part of that journey.
CLIENTS ARE OUR PASSION
Clients are at the heart of everything we do. Knowing that I’ve helped make a difference motivates me to deliver the best service I can. Clients regularly thank me for the work I do on their behalf, and it’s always a rewarding feeling to know that my efforts are appreciated.”
