Bethan Griffiths Email & Phone Number

London, England, United Kingdom

London, United Kingdom

Working in a newly created onboarding team to bring client facing experience and knowledge of clients to a new team. Expanding knowledge to take on new responsibilities to oversee the end to end onboarding of new clients and additional accounts for existing clients.

London, England, United Kingdom

Further to an internal restructure a number of Account Managers moved into a more operationally driven role reporting directly into the Operational management structure. Whilst we still have a number of the roles within the Account Manager role outlined below our focus is to be more aligned with the service delivery teams providing the services clients use.Working with a broad scope of clients for whom we have oversight and operational responsibility also providing exposure to more… Show more Further to an internal restructure a number of Account Managers moved into a more operationally driven role reporting directly into the Operational management structure. Whilst we still have a number of the roles within the Account Manager role outlined below our focus is to be more aligned with the service delivery teams providing the services clients use.Working with a broad scope of clients for whom we have oversight and operational responsibility also providing exposure to more sectors and types of client, each CSM is now responsible for 40-50 clients.Increased involvement in account opening and static, now having responsibility for raising certain requests directly within the system to the downstream teams. Higher degree of involvement in projects working closely with onboarding project managers to provide custody expertise.Close alignment with the onboarding teams and we are working more closely than ever with the onboarding stakeholders.Participation in departmental optimisation program to find efficiencies and ensure clear division of roles and responsibilities across the business.Further to a completed project now transitioning the monitoring of regulatory project into BAU, working with senior management support across the European Client Service Team. Show less

London, England, United Kingdom

French-language support for several clients for which all queries, meetings and conference calls are undertaken in French. Reply to queries that relate to all parts of Global Custody business this has lead to developing agood understanding of all product groups including, asset servicing, cash, settlements and tax to ensure that queries can be accurately translated and answered whether answered directly or referred to operations for assistance.Review of management information… Show more French-language support for several clients for which all queries, meetings and conference calls are undertaken in French. Reply to queries that relate to all parts of Global Custody business this has lead to developing agood understanding of all product groups including, asset servicing, cash, settlements and tax to ensure that queries can be accurately translated and answered whether answered directly or referred to operations for assistance.Review of management information reports to identify where processes can be streamlined or better managed to improve client perception of service, reduce queries and improve key performance indicators and production of bespoke reporting.Working with a broad portfolio of clients from affiliate clients through to large public sector clientsand supranationals. All who have different expectations and requirements. Development of a good understanding of their business and how it relates to my role.Development and improvement of bespoke reporting. Writing robust and easily comprehensible processes to facilitate the transfer to service centres in the UK and overseas. Training in my coverage and replacement to ensure a seamless transfer as the role evolved. Show less

Dublin

First role in banking, working as a primary operational query contact. As time developed worked on projects implementing new funds trading platform and participated in very senior level meetings as a client services representative when working with challenging clients and new system implementations.Trained in new joiners on a number of occasions and worked closely with local operational areas to reduce reconciliation issues and instances of non-STP and identified an error in client MI… Show more First role in banking, working as a primary operational query contact. As time developed worked on projects implementing new funds trading platform and participated in very senior level meetings as a client services representative when working with challenging clients and new system implementations.Trained in new joiners on a number of occasions and worked closely with local operational areas to reduce reconciliation issues and instances of non-STP and identified an error in client MI which showed misleading STP rates to the clients and thus improved the Management Information provided to them. Show less

London And Dublin

Graduate recruitment scheme, selected from a large number of candidates to take a place on the Yahoo! graduate recruitment scheme and asked to extend contract beyond the termination of the graduate scheme.Transferred to Dublin when the Customer Care roles were centralised to Centre of Excellence. Active participant in training of the new team and also facilitated further outsourcing of queries to improve efficiency and turn around times. Most queries received by email from the general… Show more Graduate recruitment scheme, selected from a large number of candidates to take a place on the Yahoo! graduate recruitment scheme and asked to extend contract beyond the termination of the graduate scheme.Transferred to Dublin when the Customer Care roles were centralised to Centre of Excellence. Active participant in training of the new team and also facilitated further outsourcing of queries to improve efficiency and turn around times. Most queries received by email from the general public but also supported some of the business to business work for Yahoo! shopping merchants.Diversified role to cover both the UK and French clients due to fluent French and further built the knowledge base of the team to improve the quality of query responses and reduce the need for follow up queries from the customers. Show less

Portsmouth, United Kingdom

Second temporary contract via Randstad in Portsmouth. Working as an administrative assistant in the Engineering department. Primary responsibility was the preparation of letters for the City Engineering team. Also worked to set up address databases and created merged mails for distribution to Portsmouth residents.Due to having some flexibility spent time with Buildings Control helping them to manage their filing archives two mornings per weeks to clear backlogs.From May to… Show more Second temporary contract via Randstad in Portsmouth. Working as an administrative assistant in the Engineering department. Primary responsibility was the preparation of letters for the City Engineering team. Also worked to set up address databases and created merged mails for distribution to Portsmouth residents.Due to having some flexibility spent time with Buildings Control helping them to manage their filing archives two mornings per weeks to clear backlogs.From May to June contract within Engineering finished but several days work taking meeting minutes and carrying out other general administration within the Council. Show less

Havant, Portsmouth

First temporary contract via Randstad upon finishing university studies. Worked in the customer call centre for Portsmouth Water Company.Role was customer facing, incoming call processing however depending on team's rotation could be spending time setting up direct debits or instalment plans for payment of customer bills.

Paris Area, France

Second 4-6 month work placement as part of my degree course.Worked in the FedEx sales team helping with administration and projects within the department. Had the opportunity to go out on sales meetings with the Account Managers to see how business to business sales work was carried out.Also spent a day out on one of the delivery vans to get an overview of the driver's jobs. First Customer Service experience due to secondment during strike action within the Customer Service… Show more Second 4-6 month work placement as part of my degree course.Worked in the FedEx sales team helping with administration and projects within the department. Had the opportunity to go out on sales meetings with the Account Managers to see how business to business sales work was carried out.Also spent a day out on one of the delivery vans to get an overview of the driver's jobs. First Customer Service experience due to secondment during strike action within the Customer Service area. Show less

Portsmouth, United Kingdom

First work placement as part of my university degree. One of four students (2 second year students and 2 third year students) within the team fulfilling a role within Human Resources to facilitate succession planning and the career mapping of high potential executive and technical people resources.This involved the management and update of databases as well as stringent deadline dates to issue reports for senior management review. High levels of confidentiality and discretion required… Show more First work placement as part of my university degree. One of four students (2 second year students and 2 third year students) within the team fulfilling a role within Human Resources to facilitate succession planning and the career mapping of high potential executive and technical people resources.This involved the management and update of databases as well as stringent deadline dates to issue reports for senior management review. High levels of confidentiality and discretion required in this role due to the nature of the work that was being conducted within the team.Asked to extend my tenure from 6 months to 7 by the manager of the team to assist with workflows prior to returning to university. Show less

Diplome Multinational De Commerce, European Business Studies

Bachelor Of Arts, European Business Studies