Elaine Perry Email and Phone Number
Elaine Perry work email
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Elaine Perry personal email
I am a highly analytical professional with comprehensive experience leading various aspects of client reporting management with focus on delivering accurate and insightful reports. Throughout my career, I am recognised for the following:• Improving efficiencies, generating revenue, and optimising cost by offering leadership and guidance to diverse teams. • Overseeing investment management, providing reporting solutions, and mitigating risk to achieve strategic financial goals. • Directing large-scale projects and enhancing operational workflows by collaborating with cross-functional teams. • Preparing fund financial statements, conducting audits, and spearheading recruitment process.• Fostering strong relationships with clients and key stakeholders.To know more about me, feel free to reach out at elaine-perry1@hotmail.co.uk
Rbc Brewin Dolphin
View- Website:
- brewin.co.uk
- Employees:
- 1829
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Business ManagerRbc Brewin Dolphin Sep 2024 - Present
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Client Reporting ManagerRbc Brewin Dolphin Oct 2016 - Sep 2024London, England, United KingdomIn my most recent role, I oversee systems migration, UAT testing, and execution of contingency processes. Also, I assess risks and supervise controls, whilst collaborating with external auditors to supply fit-for-purpose records. In addition, I identify trends and enhancements by performing analyses, as well as creating forecasts whilst offering reports and recommending changes to business forums, senior managers, and risk management. Moreover, I assure delivery of SLAs, BCP, and procedure management by co-ordinating with third-party vendor management. I also administer MI reporting, including CASS, whilst negotiating contracts and onboarding new vendors.• Led new projects, involving MiFID II, costs, charges, and depreciation.• Attained financial savings of over 14% on contract with over £1.5M.• Directed three live projects, whilst testing and dispatching 550K reports annually.• Streamlined processes, collected proposals, and facilitated implementation by evaluating financial efficiencies and reviewing procedures.• Spearheaded various activities, encompassing establishment of team deadlines, staff development, career progression, and performance management.
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Client Relationship ManagerInternational Financial Data Services (Ifds) May 2015 - Oct 2016EssexIn this role, I conducted monthly quality meetings and client visits, involving potential, new, and existing clients. I also delivered monthly presentations and commentary to customers, including trend analysis, and identifying solutions. Additionally, I administered data access controls for client-sensitive data as well as assessed and corrected standing data.• Steered rollout by executing CASS regulations, whilst controlling monthly and ad hoc finance billing.• Served as point of contact for technical inquiries from various departments.• Achieved promotion from Contact Centre Manager to Client Relationship Manager by demonstrating exceptional performance and surpassing goals. -
Contact Centre ManagerInternational Financial Data Services Oct 2011 - May 2015ChelmsfordIn this role, I facilitated apprentice days, groups, and individual observations, interviews, as well as testing. Also, I oversaw new associates via probation, extended probation, and end-of-contact journey. Furthermore, I am proficient in Collective Investment Schemes, encompassing Investment Trusts and Real Estate Investment Trusts (REITs). In addition, I gained knowledge of MIFID, Compliance, and FCA regulatory requirements. I also wrote bespoke and individual training plans, whilst providing external customer service quality surveys.• Recognised as nominee for prestigious top management awards.• Acquired cost savings of 9% and efficiency savings of 20% by optimising telephony processes.• Restored client relationships, fostering renewed trust and enabling future business opportunities.• Generated revenue of 350K by performing full-service reviews and identifying process improvements.Additional ExperienceCustomer Operations Claims Manager, Team Leader, RBS InsuranceSenior Motor Liability Advisor, Norwich UnionPI Motor Advisor, Brit Motor Insurance
Elaine Perry Skills
Frequently Asked Questions about Elaine Perry
What company does Elaine Perry work for?
Elaine Perry works for Rbc Brewin Dolphin
What is Elaine Perry's role at the current company?
Elaine Perry's current role is Business Manager, Client Reporting, Investment Management, Financial Analysis, Operations Management.
What is Elaine Perry's email address?
Elaine Perry's email address is ep****@****oup.com
What skills is Elaine Perry known for?
Elaine Perry has skills like Management, Risk Management, Crm, Change Management, Call Centers, Stakeholder Management, Operations Management, Key Performance Indicators, Team Leadership, Financial Services, Team Facilitation, Relationship Management.
Who are Elaine Perry's colleagues?
Elaine Perry's colleagues are Jilly Harrington, Kirsten Mccall, Juliana Oselieri Silva, Meirion Davies, Alexander Emslie, Minesh Patel, Natasha Leach.
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