Andy Ward Email & Phone Number

London, GB

London, England, United Kingdom

London, England, United Kingdom

London, Greater London, United Kingdom

London, England, United Kingdom

London, United Kingdom

Bristol, United Kingdom

• Analysing, implementing and maintaining employee share plans for many large international corporations;
• Understanding and documenting client requirements for new & existing share plans;
• Documenting solutions and system configurations within existing business frameworks to support client requirements;
• Identifying gaps in service offerings and innovating solutions to take client relationships forward;
• Co-ordinating tasks within the business and engaging internal and external parties;
• Managing and delivering to client expectation whilst challenging and renegotiation milestones where required;

Bristol, United Kingdom

• Managing the implementation and ongoing dividend responsibilities for Employee Share Plan clients across 25 countries including UK, USA and mainland Europe;
• Regular liaison with key stakeholders across the business to review KPIs, ensuring key project milestones were completed in line with project timelines;
• End to end testing to ensure any migration system and data integrity issues were identified and rectified in anticipation of live operations;
• Ensuring the smooth transition and implementation of dividend responsibilities for Employee Share Plans clients;
• Reviewing procedures and existing FTE matrices to ensure resource is appropriate and responsibilities are clearly defined across the team;
• Reviewing, amending and writing procedures with bespoke information provided where appropriate;

Bristol

• Managing all aspects of the share register of FTSE 100, 250 and AIM & Plus listed clients with turnover amounts range from hundreds of thousands of pounds to over £1billion annually
• Managing and developing the relationship with clients through effective communication, and executing client development strategies
• Day to day contact with Company Secretariat, Senior Management and Board level employees
• Acting as a dedicated point of contact for clients and managing client relationships in line with service agreements
• Ensure high levels of customer satisfaction and loyalty, and quantifying through Client Satisfaction Assessments
• Identifying opportunities for improved profitability through cost management and P&L analysis

Bristol

• Supporting the Relationship Manager and Senior Relationship Manager in managing and developing relationships with clients
• Undertaking administrative tasks as directed by Relationship Manager
• Providing daily, weekly and monthly shareholder reporting to clients in line with Service Level Agreements
• Assisting Relationship Manager to ensure that Siebel CRM system is kept accurate and up to date

Bristol

• Answering policy holders calls and providing technical answers to their questions

Bristol

• Undertaking personal account reviews with customers to assess their financial position
• Providing proactive suggestions to customers to assist them in saving or making money whilst ensuring various branch targets were met and exceeded through cross/up sell
• Supporting Customer Service Team and Cashiers to assist them in spotting potential opportunities during the service of a customer
• Running training sessions with staff when instructed by Branch Manager as a means to increasing revenue/product take up through lead generation
• Taking initiative to manage my own appointment diary and undertake outbound calling and banking hall service to increase the number of booked appointments
• Supporting Branch Manager and Private Banking managers to launch and run campaigns (e.g. lending or saving offers) as directed by Area/Regional Management

Bristol & London

• Assisting customers with account & general queries in the banking hall and on the telephone
• Identifying opportunities from customer queries and providing Customer Advisers with direct leads or booked diary appointments for account reviews
• Supporting Customer Adviser with less complex customer requirements (e.g. opening accounts)
• Assisting Customer Adviser with keeping a full appointment diary by engaging in outbound calling to generate appointments when required
• Identifying areas where service could improve within the banking hall, and assisting cashiers by taking any non-cash based transactions to avoid queuing
• Handling complaints sympathetically and rationally whilst ensuring proper procedures were followed to resolve them as quickly as possible

Bristol

• Dealing with both cash and non-cash transactions
• Processing accurate and timely transactions to ensure no losses occur to either the bank or to the customers
• Identifying opportunities through transactions and discussion with customer to generate direct leads or booked appointments for the Customer Adviser or Customer Service Team

Cert. Icsa, Company Secretarial Practice & Share Registration

CertICSA

Ba, Professional Stage Management And Technical Theatre

BA Stage Management and Technical Theatre

Education record