Claudia Smith Email and Phone Number
Proven success in establishing strong and loyal client relationships and delivering exceptional services. Strong communicator who can converse at all levels. Leads and motivates colleagues. Manages and prioritises large workloads, and ensures that all deadlines are achieved and high quality standards delivered. Technically astute and adapts to new systems and software with ease. Remains self-educated in all regulatory obligations to ensure of complete compliance. Proficient in report production, record keeping, risk management and account administration.
Institutional Investor
View- Website:
- institutionalinvestor.com
- Employees:
- 294
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DirectorInstitutional Investor Feb 2023 - PresentLondon, England, United Kingdom
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Investor Relations ManagerInstitutional Investor Apr 2022 - Present
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Client Relationship ManagerHoward Tenens Logistics Jun 2021 - Nov 2021Sunbury-On-Thames, England, United Kingdom• Client Relations • Customer Plans• Issue Resolution • Complaints Management • Colleague Support• Forecasting and Scheduling • Record Keeping • Data Management • Report Production -
Head Of OperationsFalcon Brook Search Jul 2018 - Jun 2019• Operational Management• People Management• Business Correspondence• Sensitive Communications• Complex Report Production• Financial Management• Record Keeping• Account Management• Year End Accounting• Compliance• Governance• Leadership -
Client Support SpecialistFalcon Brook Jan 2016 - Jun 2018• Client Services• Client Relations• Business Development• Commercial Awareness• Business Documentation• Correspondence• Communications• Report Production• Analysis• Risk Profiling• Record Keeping• Payment Transactions• Stakeholder Engagement
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Client Relationship ManagerBnp Paribas May 2013 - Dec 2015• Client Relations• Client Services• Bespoke Client Plans• Contract Management• Compliance• Stakeholder Engagement• Account Administration• Issue Resolution• Risk Management• Onboarding• Bids and Tender Support• Presentations• Report Production• Banking Services• Systems Development• Business Development• Database Management• Record Keeping -
Commodity SpecialistBnp Paribas Sep 2009 - Apr 2013London, United Kingdom• Commodity Futures Exchanges• Reconciliations• Settlements• Issue Resolution• Compliance• Report Production• Segregated Money• Client Services• Processing Fees and Rebates• Product Knowledge• Auditing Support• Closing Balance Statements• Funding Controls• Brokerage• Month End Financial Reporting
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Commodities Accounting SpecialistMerrill Lynch Dec 2006 - Sep 2009London, United Kingdom• Accountancy• Settlements• Product Knowledge• Leadership• Project Management• Commodities Trading• Stakeholder Engagement• Reconciliations• Cash Flow Management• Cash Break Balances• Manual Service Contracts• Record Keeping -
Fixed Income Settlements ExecutiveBarclays Investment Bank Oct 2005 - Nov 2006London, United Kingdom• Settlements• Reconciliations• Euro Clear and Clear Stream• Record Keeping• Trading• Deadlines• Communications• Stakeholder Engagement• Client Relations -
Client And Communications Sales And Marketing ExecutiveDresdner Bank Zao Jul 2005 - Sep 2005London, United Kingdom• Client and Corporate Communications• Media Bulletin Reviews• Administration• Record Keeping -
Accounts And Administration ManagerMarriage And Family Therapy Services, Pllc Mar 2002 - Dec 2004South Africa• Claims and Account Management• Executive Support• Submission Transfers• Document Verifications• Income and Expenditure• Statement Management• Record Keeping• Report Production• Payroll• Patient Support• Debt Recovery• Staff Development• Client Statements• Presentations -
Junior Account Assistant And ReceptionistDr. H. Pieters Dec 2001 - Mar 2002South Africa• Accounts Administration• Debt Recovery• Client Relations
Claudia Smith Skills
Frequently Asked Questions about Claudia Smith
What company does Claudia Smith work for?
Claudia Smith works for Institutional Investor
What is Claudia Smith's role at the current company?
Claudia Smith's current role is Director, Investor relations, DACH Region - Institutional Investor.
What schools did Claudia Smith attend?
Claudia Smith attended Ics Learn, Marias Viljoen.
What skills is Claudia Smith known for?
Claudia Smith has skills like Commodity, Banking, Account Reconciliation, Finance, Back Office, Fixed Income, Accounting, Auditing, Settlement, Payments, Swift Payments, Bank Reconciliation.
Who are Claudia Smith's colleagues?
Claudia Smith's colleagues are Denise Coleman, Maureen Lane, Maria C. Ferrer, Fabio Falcone, Suzy Kenly, Dewey Palmieri, Ritchard Bustamante.
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