Claire Misata Email & Phone Number

London, GB

London, England, United Kingdom

Responsibility for book of DB and DC Pension Scheme Clients

London, United Kingdom

Responsibility for a book of clients including fully outsourced Wealth Managers and Private Bank clients.

London, United Kingdom

Managed revenue growth and retention of a book of Global Asset Manager and Asset Owner clients.

London, United Kingdom

• Client Services ‘Best Practices’ Lead for Corporate and Institutional Services, EMEA. Responsible for the design and implementation of best practice client service engagement and management tools for EMEA, APAC and.
• Designed and rolled out a Relationship Plan template for use across all client groups globally
• Defined and created a training curriculum for Relationship Management in EMEA
• Implemented global Client Satisfaction Survey. Analysed results, identified trends and implemented enhancement changes
• Product Management oversight for development of Relationship Management tracking tool

• Lead relationship owner for franchise, multinational asset owner clients. Ensured the smooth running and profitability of the relationship. Managed client satisfaction to maintain and grow the fiscal relationship.
• Global Relationship Manager for multinational pension fund relationship
• Country Relationship Manager for multinational pension fund
• Responsible for first pooling product implementation for the industry
• Identified by ‘Global Custodian’ publication as ‘Rising Star’ – Fall 2005 issue

• Responsibility for a number of European Fund Manager relationships, eventually extending to sole responsibility for a globally renowned Fund Manager relationship.
• Successfully won $30bn of assets from a competitor
• Successfully cross-sold fund management products including commission recapture, securities lending