Documenting internal company procedures used by all staff for administrative purposesHelping to implement a valuations system for all client accounts Cleansing and redesigning the company database so funds under management are accurate on a weekly basisActing as contact point for private clients Answering client queries Covering commissions and compliance roles as and when needed.An integral part of a team that moved the commissions system from one database to another, in order to streamline the process.Helping to put together high network private client files and liaising with product providers where problems ariseWorking with an investment adviser on a one to one basis to help maintain his client files

Initially I was placed on the New Business Team but was then asked to take on additional responsibility within the Payments Team. My main tasks included work for the New Business Team, Payments Team and the Contact Centre. These include: Setting up investment plans and approving policies created by other members of the New Business teamProcessing full and partial surrenders of policies for both affluent and high net worth departmentsReleasing multiple payments each day, up to the value of £100,000 per clientCorresponding with customers and independent financial advisors for outstanding documents and informationRunning reports for the department on a daily basisLiaising with the finance department regarding paymentsTraining new members within the teamWorking within regulatory requirements and Treating Customers Fairly (TCF)Working for three separate teams on a daily basis I have to prioritise tasks to manage my time effectively

Customer service advisor in the new claims department, dealing with Private Motor ClaimsInitial contact with the policyholder regarding a motor claimAccurate and efficient capture of accident detailsAnswering queries and informing policyholders of the claims process and the effect, if any, on their policyProjection of a positive image of the company and setting expectations of what the policyholder can anticipate from RBS InsuranceAlso handling existing claims, arranging hire vehicles, liaising with garages and arranging vehicle repairs and dealing with subsequent paperworkActing as team leader in meetings as necessaryOverseeing a team of temporary workers, being a point of reference for advice and trainingOperating 'call back' services

Recovery of outstanding council tax for London Borough of LambethAccurate capture of data of amount owed and outcomes - on excel reports and Lambeth Council databasesCommunicating with Lambeth residents to organise repayment plans, including attachment orders to benefits and earnings as necessary to recover monies owedExcellent communications skills required to resolve difficult situationsIncreased revenue obtained by resolving outstanding claims