Account Adviser at Think Money 2018 - 2019 Accomplishments and Experience 0 Actively Listening To Each Individual To Understand Whether They May Be Vulnerable And Logging Them Accordingly 0 Completed Regular Training&Competency Observations, Making Sure Interactions Made Were To A High Standard & Adhering To The Fca 0 Helping Customers Through Every Stage Of The Onboarding Journey. 0 Making Appropriate Changes To Business Processes To Make Their Journeys Easier. 0 Making Sure Customers Are Happy Throughout The Whole Process While Making Sure That All Kpis Are Met. 0 Training New Starters To Make Sure They Were Fully Equipped To Complete Their Roles Competently.