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

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

• 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

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 a.

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