Deon Coetzee Email & Phone Number

Cape Town, Wc, Za

Southern Suburbs, Wc, South Africa

European Client Service• Front office servicing of clients for State Street Global Advisors• Assisting the Client Relationship Management Team with various administration and operational functions.• Assisting the European Client Service Supervisor and Manager with various ad hoc tasks and project work including the review and revision of Non-Standard reporting process and Invoicing process.• Reviewing and verifying performance and reporting data for client reports and making sure they are delivered by their respective deadlines.• Manage workload and cover for team to meet all necessary client deadlines• Supporting the RM team with the completion of documentation relevant to client allocation.• Attending various internal and external meetings as required, including client meetings.• Completion of Audit and Due Diligence requests in a timely and accurate manner managing expectations as appropriate.• Facilitating the on-boarding of clients in conjunction with the New Business Analyst and other areas of the business.• Managing risk actively within the team.• Understanding of multiple systems and information including performance, valuations, invoicing and holdings downloaded from them in order to ensure accuracy and consistency of data.• Acting as a point of escalation for internal and external clients.• Management of custodian and consultant relationships on behalf of clients

London, United Kingdom

• Management and development of relationships on behalf of Investment/Asset Managers involving face to face documented review meetings with Clients, Custodians, Brokers, Fund Accountants and Transfer Agencies• Development and management of onboarding process for new client business• Co-ordinating, chairing and documenting regular meetings both internally with partners and managers and externally with over 30 counterparties.• Dealt with counterparties across various regions including Europe, Asia, Australia and the US which required understanding of the necessary regional intricacies and legalities• Analysis and review of internal operational processes across all operational areas for improvement and risk aversion across all asset classes.• Knowledge of back office operations including cash management, Settlements, Reconciliations, Corporate Actions, Transitions and Client Reporting• Work with internal teams to improve or resolve any process issues to avoid risk to the company and client• Development of management information reports for monitoring internal operations and external counterparty performance. This included assistance with development of SLA's and KPI measurement• Management and knowledge of over 15 different Custodian proprietary systems. Responsible for setting up and tracking users access rights and training.• Development and management of Authorised Signatory lists for the entire operations business.• Monitoring and resolution of all escalated issues arising from daily operational issues both internally and from external counterparties.• Understanding of back office and front office operations and maintenance of a harmonious relationship• Seconded for various projects ie: Implementation of Continuous Linked Settlement, Corrick Client Report building, SWIFT implementation, Mysis migration• Variety of system experience

• Management of Client information system• involving reconciliation and monitoring of data• Implementation and testing of new additions/features• Compilation/building of all reports for Management , All lines of business and clients• Analysing of MIS data for planning and strategy development• Adhoc reporting for team

• Compilation and reconciliation of figures and commentary for monthly Corporate Board Performance reports.• Daily reconciliation of Profit and Loss numbers for Team• Monitoring of all Teams' existing and potential business on a daily, weekly, monthly basis and performing any necessary adjustments/amendments to trade information.• Compiling adhoc reports and information for individual team members consisting of 24 relationship areas.• Maintenance of the Team information database and filing• Coordinating/organising of internal training and client functions for entire Team• Extensive co-ordination and maintenance of Team diary and meeting schedule• Various adhoc functions necessary for Team performance

Bachelor Of Social Sciences Degree, Industrial And Organizational Psychology

Lean Six Sigma Black Belt Certification, Process Performance Improvement, Black Belt (Consultant/Trainer Level)

With this qualification you will normally be a Project Leader/Consultant or Sigma Six Trainer. This will give me the ability to improve.

Certificate - Introduction To Securities & Investment Level 3, Part Of Iaq Qualification

Certificate In Practical Bookkeeping And Accounting

Higher Grade Matric Certificate

Activities and Societies: Vice Captain : Swimming, Athletics, Cross Country, Rugby