Ewa Simlat Email & Phone Number

London, GB

London, England, United Kingdom

• Managing team of 11 individuals in Account Opening and Transitions, overseeing SIPP&OFB transfers, onboarding and portfolio amendments
• Collaborating with various business units to enhance processes, procedures, and implement changes
• Producing and analysing MI for senior management to enhance operational efficiency
• Participating in internal and external audits with positive results
• Conducting monthly 121 meetings, setting objectives, and leading team in achieving mid-year… Show more
• Conducting monthly 121 meetings, setting objectives, and leading team in achieving mid-year and annual performance reviews

London, England, United Kingdom

• Conducted client onboarding and transfers with Pension and Offshore Bond Providers, ensuring seamless processes
• Provided coaching and feedback to analysts on onboarding processes, monitored and managed central mailboxes
• Reviewed client files to ensure compliance with KYC/AML/CDD requirements, liaised with various teams for issue resolution
• Created accurate client records in CRM system, managed relationships with key stakeholders
• Administered deceased client accounts with… Show more
• Administered deceased client accounts with care and attention to detail Show less

• Managed daily FCA Transaction Reporting via UnaVista and Share Aggregation reporting for dealing and custody clients
• Oversaw work queues across Coutts, Adam, and NatWest brands to ensure service level agreements were met
• Collaborated with Wealth Managers and key stakeholders to provide investment, banking, and credit facilities support
• Handled Corporate Actions instructions, Bed&ISA subscriptions, Asset Transfers and regulatory reporting for HMRC
• Managed and reviewed… Show more
• Managed and reviewed Credit Reports, trained and developed team members, worked on process improvements with senior management Show less

• Managed multiple RBS retail branches in Central London, responsible for overseeing branch operations
• Led a team of Customer Advisors and Customer Service Officers, managing team workflow, training and development resulting in improved performance
• Implemented projects to enhance customer experiences and improve service scores
• Maintained branch Risk Controls, achieving high scores during internal audits and supporting other branches in enhancing controls
• Monitored service… Show more
• Monitored service, sales, and controls results to meet and exceed performance targets

Level 3 Certificate In Investment Operations, Introduction To Securities And Investments, Isa Administration, Uk Financial Regulation

Ica Certificate In Anti Money Laundering

Investment Management Certificate

Master'S Degree, Environmental Science