Dan Willis Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

• To Manage the client facing and production day to day account maintenance for your assigned group of clients on world-wide markets as a including the following tasks.
• Margin Calls – issuing, dispute handling
• Cash breaks – Input, verification, break resolutions
• Balance conversions management and prefunding non deliverable currencies
• Internal cash Movements
• Collateral management – booking and control management

London, England, United Kingdom

• Act as a point of contact for a number of clients, forging strong relationships with individuals at each of these clients and facing them for all operational trade lifecycle queries
• Collaborate with the business line (AE, RM, Product) to identify and drive forward key strategies for top tier client relationships
• Collaborates with colleagues to find common solutions designed to ensure the best level of client service and adhering to SG policies and procedures.
• Hold regular Operational Service Level Reviews with client base to gather feedback on the service provided by SG
• Provides support to the business in line with the specific job details and objectives contained in the Evaluation system.
• Proactively mitigates potential risks, ensuring that they act within the best interest of the Company and its clients escalating where appropriate.

London, England, United Kingdom

• Responsible for the management of a Client Service team looking after the operational needs of a client base covering Energy, Metals and Softs/Agricultural products
• Responsible for recruitment, performance management, cross training and motivating the team to move the business forward
• Responsible for ensuring all daily controls around risk are monitored and resolved on a daily basis, escalating to regional management as necessary
• Responsible for ensuring breaks are minimized by tracking KPI and taking relevant action
• Building relationships with top tier clients through regular visits and meetings as often as necessary
• Assisting in developing and building an open and strong relationship with the business line key people

London, England, United Kingdom

• Client base covering organisations trading Energy, Metals and Softs products
• Developing and managing client relationships
• Visiting clients on a regular basis and analysing the operational set up to identify opportunities to optimise and automate client workflow
• Reviewing clients and identifying possibilities for new product offerings, clearing and trading services and working with sales team to maximise revenue
• Liaising with the front office sales, exchange teams and settlement teams
• Providing clients with a first point of contact for trade queries

London, England, United Kingdom

• Responsible for the management of a Client Service team looking after the operational needs of a client base covering Hedge funds, Investors, Administrators, Institutions and Professional Trading Groups
• Responsible for recruitment, performance management, cross training and motivating the team to move the business forward
• Responsible for ensuring all daily controls around risk are monitored and resolved on a daily basis, escalating to regional management as necessary
• Responsible for ensuring breaks are minimized by tracking KPI and taking relevant action
• Building relationships with top tier clients through regular visits and meetings as often as necessary
• Assisting in developing and building an open and strong relationship with the business line key people

London, England, United Kingdom

• Client base covering Hedge funds, Investors and Administrators
• Compile, complete and analyse daily and monthly MIS requirements
• Maintain up to date documented departmental procedures
• Develop and train the different team members to raise their profile and knowledge
• Able to meet strict deadline in a high volume environment
• Supervise the team to ensure that all day-to-day tasks are completed

London, England, United Kingdom

• Client base covering Hedge funds, Investors and Administrators
• Developing and managing client relationships
• Visiting clients on a regular basis and analysing the operational set up to identify opportunities to optimise and automate client workflow
• Reviewing clients and identifying possibilities for new product offerings, clearing and trading services and working with sales team to maximise revenue
• Liaising with the front office sales, exchange teams and settlement teams
• Providing clients with a first point of contact for trade queries

London, England, United Kingdom

• Investigation and reporting of unmatched trades with daily management reporting of action taken
• Claiming and allocation of LIFFE trades from TRS and investigation of trade discrepancies
• Sole reconciliation of daily futures clearer positions and cash statements
• Sole maintenance and reconciliation of fee accruals, plus clearer commission and interest payments
• Reconciliation and payment of brokerage invoices
• Static data maintenance of all contracts across all internal systems

Bachelor Of Science (Bsc), Business Information Technology

Education record