Billy Wan Email & Phone Number

Assisting financial advisers and clients with queriesComplaint handlingMailbox queriesRaising technical queriesTechnical knowledge of multiple financial products and systemsWritten communication via e-mailContinuous improvementAdhering to timescales and keeping the customer informed

• Reconciliation of client accounts
• Supporting colleagues and managing expectations
• Point of contact for colleagues regarding concerns, issues & workflow
• Delivering accounts to other internal accounting teams within SLA
• Chairing team huddles and meetings

• Managing the team in the absence of my team leader and seniors
• Liaising with internal and external stakeholders to achieve results through good communication and problem solving
• Developed key working relationships with colleagues in different departments within the company.
• Training colleagues
• Provided job shadowing to colleagues
• Received positive feedback from internal and external stakeholders

• MI management
• Risk management
• 1-2-1 feedback on performance (efficiency and quality) and behavior
• Liaising with senior management and stakeholders
• Managed teams to achieve targets so the work was completed within the agreed SLAs
• Coaching and development of colleagues

• Giving support to external branches with the companies best practice methods in place.
• Subject matter expert
• Quality checker
• Postal duties
• Exceeding targets set for quality and efficiencies
• Supporting team leaders with tasks

• Key attention to detail
• High accuracy
• Efficient in meeting the demands expected.

Bachelor’S Degree, Information Technology, Passed

Website & Internet Development. Human Computer Interfaces Network Management & Securities. Career Development

Foundation Degree In Enterprise Computing, Information Technology, Passed

Java Programming. Web & Multimedia Design. Database Design. Networking. E-Business. Information Systems in Organisations. Compute.

Advanced Vocational Certificate Of Education In It & Gcse English, Avce It Passed - C & D, Gcse Eng - C

AVCE IT: Website Development & Databases GCSE English

High School, Gcses, Gcses: Science - C&C, Religious Studies C, Mathematics - B