
Charles Lill
A motivated and results-focused financial services professional with an extensive background in operations and client service focused roles... | Morningstar, 3/100 Barangaroo Ave, Australia
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Charles Lill’s Location Morningstar, 3/100 Barangaroo Ave, Australia
Charles Lill’s Expertise A motivated and results-focused financial services professional with an extensive background in operations and client service focused roles both in Australasia and the U.K. An outstanding manager with a strong track record in building and developing high-performing teams that consistently exceed sales and service objectives in a supportive, adaptable and transparent team environment. Demonstrated success in leading operational and service teams to create, develop and implement innovative initiatives to both transform business processes and improve service delivery. Exceptional communication and relationship building skills across all management and client levels. With a hunger for, and commitment to continued learning and growth in all aspects of both professional and personal endeavours. As a Strategic Customer Success Manager in Morningstar Australasia's Operations team, my primary focus is to deliver exceptional support and service to our key strategic clients. By leveraging my diverse skill set I aim to gain a deep understanding of how our Morningstar solutions empower their businesses and contribute to their success. KEY AREAS OF EXPERTISE Relationship Management: Worked effectively with a range of management levels, peers, clients, legal teams and service providers Customer Service/Client Relations: Built internal and external stakeholder relationships whilst promoting an escalation culture across the corporation to enhance client experience; integral in identifying new business development opportunities and relationships through service reviews Team Leadership: Led teams >35 people, including Retail and Institutional investment service desks, Mortgage Settlements, Discharge and Call Centre teams; developed Mortgages Call Centre team through coaching, training and mentoring initiatives to enhance skills matrix and address succession planning Operational Risk Management: Embedded a risk culture with Client Support and Call Centre teams by implementing initiatives such as monthly audit checks, spot checks, and best practice procedures. Worked with Morningstar compliance officer to implement complaint process and expand to Mumbai global service centre Project Management: Led global projects to create and operationalize support models to service retail and institutional client segments
Charles Lill’s Current Industry Morningstar
Charles
Lill’s Prior Industry
City Financial Partners
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Birmingham Midshires
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Halifax
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Rock Financial Consultants
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Sabbatical
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Pave Financial Management
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Macquarie
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Morningstar
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Work Experience

Morningstar
Strategic Customer Success Manager
Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morningstar
Client Services Manager
Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Macquarie
Team Leader
Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Macquarie
Team Leader
Mon May 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Sabbatical
Travel
Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Pave Financial Management
Financial Planner
Tue Feb 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Sabbatical
Travel
Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Rock Financial Consultants
Financial Advisor
Fri Feb 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Halifax
Financial Advisor
Fri Sep 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Birmingham Midshires
Financial Advisor
Tue Jun 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
City Financial Partners
Financial Advisor
Sat Feb 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)