# Louis Littler Louis Littler is a remote worker on Himalayas, Associate Adviser at Financial Framework, based in Australia. Source: https://himalayas.app/@louislittler ```text Associate Adviser at Financial Framework, preparing client reports and coordinating operations to support financial advisory services. ``` | Detail | Value | | --- | --- | | Availability | Looking for a job | | Location | Australia | | Authorized to work in | Australia | | Salary expectations | 30k+ USD | | Job categories | Advisor Associate, Client Services Specialist, Operations Specialist, Case Management Specialist, Wealth Service Consultant, Customer Solutions Specialist | | Skills | Client Onboarding, Payment Processing, Account Management, Transaction Processing, Banking Operations, Digital Wealth Platforms, Client Services, Case Management, Complaint Management, KYC AML, Financial Reporting, Reconciliations, Data Accuracy, Financial Control, Process Improvement | | LinkedIn | https://linkedin.com/in/louislittler | ## About ```text At Financial Framework, I prepared client reports, presentations and supporting documentation, maintaining accuracy, completeness and compliance. I also coordinated operational activities to support timely delivery of financial advisory services. I engaged with prospective clients and worked with internal stakeholders to identify client requirements, resolve issues and support service delivery. At Grove Securities, I processed client transactions and payments, maintained accurate client records, and coordinated with fund registries and external providers to resolve operational issues. At Macquarie Group, I managed client onboarding, platform operations and complex client queries. I also managed complaint cases and contributed to process improvements; earlier, I supported Wrap products and payment operations at BT Financial Group. ``` ## Experience ### Associate Adviser Financial Framework. Mar 2025 - Aug 2026 ```text Prepared client reports and documentation while coordinating administrative activities to support timely delivery of financial advisory services. Engaged with prospective clients and managed competing priorities to support business development. ``` Skills: Client-Services, Case-Management, Problem-Solving, Attention-To-Detail, Teamwork, Leadership, Operations, Financial-Reporting, Microsoft-Office, Data-Accuracy, Process-Improvement, Reconciliations, KYC-AML, Financial-Control ### Associate Adviser Grove Securities. Feb 2024 - Mar 2025 ```text Processed client transactions and payments with accuracy and adherence to internal controls. Managed client records, liaised with fund registries, and coordinated administrative activities to support service delivery. ``` Skills: Payment-Processing, Account-Management, Transaction-Processing, Client-Onboarding, Banking-Operations, Financial-Reporting, Microsoft-Office, Data-Accuracy, Reconciliations, KYC-AML, Financial-Control ### Senior Client Outcomes Specialist [Macquarie Group](https://himalayas.app/companies/macquarie-global-services). Oct 2022 - Dec 2023 ```text Managed end-to-end client onboarding and platform operations, ensuring accurate account setup and data integrity. Investigated and resolved complex client issues while collaborating with internal teams to support service delivery. ``` Skills: Client-Onboarding, Platform-Operations, Data-Accuracy, Problem-Solving, Process-Improvement, Stakeholder-Management, Compliance, Attention-To-Detail ### Case Management Specialist [Macquarie Group](https://himalayas.app/companies/macquarie-global-services). Aug 2021 - Oct 2022 ```text Managed complex client and operational queries, including end-to-end complaint cases, ensuring timely and compliant resolutions. Created and maintained knowledge-base documentation in Confluence to improve access to key processes. ``` Skills: Case-Management, Complaint-Handling, Investigation, Documentation, Confluence, Problem-Solving, Attention-To-Detail, Time-Management ### Wealth Service Consultant [Macquarie Group](https://himalayas.app/companies/macquarie-global-services). May 2021 - Aug 2021 ```text Delivered front-line operational support for platform and Wrap products, handling high volumes of client and Financial Adviser enquiries. Resolved platform, account, and transaction-related queries accurately and professionally. ``` Skills: Client-Services, Communication-Skills, Problem-Solving, Platform-Operations, Account-Management, Attention-To-Detail, Time-Management ### Customer Solutions Specialist BT Financial Group. Jan 2020 - May 2021 ```text Supported payment processing and account management operations for Wrap products, ensuring accuracy and compliance. Processed high volumes of client transactions and investigated discrepancies to maintain financial record integrity. ``` Skills: Payment-Processing, Account-Management, Transaction-Processing, Reconciliations, Data-Accuracy, Compliance, Problem-Solving ## Education ### Curtin University Bachelor of Commerce, Economics and International Relations ```text Bachelor of Commerce with a focus on Economics and International Relations, providing a broad foundation in business, financial and economic principles. ``` ### Kaplan Business School Graduate Diploma, Financial Planning ```text Postgraduate-level Graduate Diploma in Financial Planning, focusing on financial planning principles and professional responsibilities in a regulated financial services environment. ``` ## Tech stack - Confluence - Microsoft Office To contact Louis, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire). ## People also viewed - [Asintha Kurukulasooriyage](https://himalayas.app/@asinthakurukulasoori): Client Account Specialist, BT Financial Westpac group - [Mansoor Ahmed Subhani](https://himalayas.app/@mansoorahmedsubhani): Paraplanner, Verante Financial Planning - [Paul User](https://himalayas.app/@pauluser6): Client Service Officer, Cuscal Limited - [Nadine Ratwatte](https://himalayas.app/@nadineratwatte): Client Experience Manager, Parkside Investorplus Pty Ltd - [Apoorva Urs](https://himalayas.app/@apoorvaurs): Financial Crime Analyst, Commonwealth Bank - [Farzana Alam](https://himalayas.app/@farzanaalam): Service Consultant, Avant Mutual Group - [Ifunanya Emelda Ezeonu](https://himalayas.app/@ifunanyaemeldaezeonu): Customer Experience Manager, Providus Bank PLC - [Natasha Fernandez](https://himalayas.app/@natashafernandez): Consultant Business Ops and Customer Service Specialist, Trinity Plan Management - [Gabby Cleeman](https://himalayas.app/@gabbycleeman): Commercial & Construction Settlement Officer, La Trobe Financial - [Sonal Sathe](https://himalayas.app/@sonalmuliksathe): Senior Business Analyst, Credit Suisse (UBS)