Caroline Farley Email and Phone Number

Accurate and timely completion of matter inception forms in accordance with risk and compliance guidance, to include the capture of all relevant financial information and billing requirements.Liaising with partners and fee earners to obtain relevant information for accurate completion of client and matter forms.Engaging with risk and compliance team and working to given timescales.

Working on a busy IT helpdesk, providing first time fixes for email/word and printing issuesAnalysing information received by customers and referring to correct resolving team.Liaise with Incident Management team and third parties.Provide excellent customer service at all times.Good understanding of service desk contract deliverables and ITIL functions within a service desk environment.Also delivered training for new members of staff for 5 plus years.

Received requests from Independent Financial Advisors and Sales Consultants, sending out quotations for pensions and life insurance.