Fiona Parry Email & Phone Number

London, England, United Kingdom

·Manage the client service team activities which includes new client implementations, BAU administration activities, and client support and billing.·Create and manage project plans, course correcting and escalating where necessary·Setting demanding standards of yourself and your team to ensure the highest service levels are delivered to our clients.·Providing inspirational leadership and encouraging others to perform at the highest level to help them to achieve their potential… Show more ·Manage the client service team activities which includes new client implementations, BAU administration activities, and client support and billing.·Create and manage project plans, course correcting and escalating where necessary·Setting demanding standards of yourself and your team to ensure the highest service levels are delivered to our clients.·Providing inspirational leadership and encouraging others to perform at the highest level to help them to achieve their potential ·Undertake monthly 1-2-1’s with the team and complete annual reviews·Determine project scope of new business implementations and set objectives to ensure the team can deliver against commitments ·Identify resources to deliver BAU and project work; forecast and resolve capacity utilisation·Report directly to the Client Services Director providing high quality transparent reporting on a regular basis · Work closely with the Client Relationship Manager to build and maintain solid relationships with clientsIdentify and implement process improvements to reduce implementation timeframes·Liaise with the internal teams to support problem resolution activities · Create incident reports where necessary in a timely manner. Show less

West Malling, England, United Kingdom

· Lead and manage a team of 5 administrators· Ensure service levels standards are adhered to· Co-ordinate workloads to ensure appropriate resource· Conduct staff 1:1s/appraisals/objectives· Implement training plans for new staff· Review and update procedures and processes· Review of outgoing correspondence/payments· Report, investigate and resolving any reconciliation breaks· Liaise with clients and… Show more · Lead and manage a team of 5 administrators· Ensure service levels standards are adhered to· Co-ordinate workloads to ensure appropriate resource· Conduct staff 1:1s/appraisals/objectives· Implement training plans for new staff· Review and update procedures and processes· Review of outgoing correspondence/payments· Report, investigate and resolving any reconciliation breaks· Liaise with clients and donors where required by both letter and e-mail· Produce weekly statistics on performance and productivity· Monitor outstanding trades/transfers in the market, liaise with donors and brokers until settlement is completed· Resolve complaints and contentious queries· Incident reporting and investigationsPerform managerial controls/ quality assurance checks Show less

Beckenham, England, United Kingdom

- Daily Client Money Bank account reconciliation- Daily stock custody reconciliation - Monitor failing trades until resolved- Procedural enhancements- Incident reporting and investigations- Audit and authorise outgoing payments

London, United Kingdom

- Monitoring of Client Money Bank accounts- Report, investigate and resolving any reconciliation breaks- Process cash withdrawals via Cheque/Bacs/Chaps Payments- Ongoing 1:1s with team members and bi-monthly reviews- Development of team members and monthly development meetings- Introducing and delivery of process improvements within the team- Establishing and implementing team procedures and conducting an annual review - Liaising with customers where required by both… Show more - Monitoring of Client Money Bank accounts- Report, investigate and resolving any reconciliation breaks- Process cash withdrawals via Cheque/Bacs/Chaps Payments- Ongoing 1:1s with team members and bi-monthly reviews- Development of team members and monthly development meetings- Introducing and delivery of process improvements within the team- Establishing and implementing team procedures and conducting an annual review - Liaising with customers where required by both letter and e-mail Show less

Beckenham, England, United Kingdom

- Co-ordinate workloads to ensure appropriate resource- Set training plans for staff - Conduct staff 1:1s/appraisals/objectives- Monitor and resolve failing trades in market- Match trades in CREST within DVP timeframes- Incident reporting and investigations- Analyse complaint statistics and introduce improvements where necessary- Ensure all training plans and coaching of staff are implemented and adhered to- Conduct staff 1-2-1’s, appraisals and objective setting… Show more - Co-ordinate workloads to ensure appropriate resource- Set training plans for staff - Conduct staff 1:1s/appraisals/objectives- Monitor and resolve failing trades in market- Match trades in CREST within DVP timeframes- Incident reporting and investigations- Analyse complaint statistics and introduce improvements where necessary- Ensure all training plans and coaching of staff are implemented and adhered to- Conduct staff 1-2-1’s, appraisals and objective setting goals on a half yearly and yearly basis- Ensure full compliance with internal and external procedures and FCA regulations- Monitor outstanding trades in market, liaise with shareholders and brokers until settlement is completed- Ensure trades are matched in CREST within DVP timeframes- Monitor and ensure the individuals performing client money reconciliation adhere to CASS rules- Ensure service levels standards are adhered to- Authorise payments, sign off and outgoing correspondence- Ensure procedures are reviewed and updated- Plan, monitor and co-ordinate workloads to ensure appropriate resource- Produce monthly MI- Monitor and analyse complaint statistics and introduce improvements where necessary- Assist and liaise with customer queries via email/telephone/letter- Complete daily/monthly managerial controls and spot checks Show less

Beckenham, Greater London, United Kingdom

- Manage a team of administrators- Perform monthly and quarterly team reviews and appraisals- Coach and train new starters as well as existing team members- Complete and update monthly MI stats- Procedural reviews and updates and implement changes- Resolve complaints and contentious queries- Incident reporting and investigations- Perform managerial controls/ quality assurance checks- Liaise with various departments and third parties

Beckenham, England, United Kingdom

- Lead and manage a team of 6 administrators- Produce and manage FX trade contract notes and spot rates- Execute SAYE maturity plans- Monitor daily trade trends in accordance with the FCA regulations- Adhere to agreed processes and work within the constraints of FCA regulations- Receive / place dealing instructions from high profile clients - Take and match instructions for various matched bargain services- Produce and submit trade contract notes and spot… Show more - Lead and manage a team of 6 administrators- Produce and manage FX trade contract notes and spot rates- Execute SAYE maturity plans- Monitor daily trade trends in accordance with the FCA regulations- Adhere to agreed processes and work within the constraints of FCA regulations- Receive / place dealing instructions from high profile clients - Take and match instructions for various matched bargain services- Produce and submit trade contract notes and spot rates- Track and log daily trades in accordance with FCA regulations- Review and update existing procedures / create new procedures- Resolve any discrepancies in a timely manner Show less

Beckenham, England, United Kingdom

- Execute high value trades for key customers- Produce weekly stats and reports for the higher management team- Adhere to agreed processes and work within the constraints of FCA regulations- Ensure all client / customers are treated fairly and any contentious queries / complaints / incidents are dealt with in accordance with procedures- Review and update the departments procedures - Create, implement and develop induction and training plans for all staff, new and existing… Show more - Execute high value trades for key customers- Produce weekly stats and reports for the higher management team- Adhere to agreed processes and work within the constraints of FCA regulations- Ensure all client / customers are treated fairly and any contentious queries / complaints / incidents are dealt with in accordance with procedures- Review and update the departments procedures - Create, implement and develop induction and training plans for all staff, new and existing, in line with current training procedures- Maintain / update monthly the skills matrix by conducting reviews and telephone assessments- Support the team to ensure SLA’s are maintained - Monitor and provide cover in event of leave / sickness by ensuring all staff have cross training / coaching- Update dealing systems with new companies and commission charges- Data input / stock take / order office stationery- Monitor and archive documents / correspondence- Take / make incoming / outgoing calls to clients / customers- Liaise with various departments and management- Respond to client / customer queries via telephone / email / letters- Time management- Check and sign off outgoing correspondence letters / emails- Check and sign off contract notes, spot notes for executed trades- Collate weekly stats and reports- Perform Anti-Money Laundering / Credit history checks ( Equifax)- Ensure and investigate best execution is obtained for all large trades over £25k Show less

Beckenham, England, United Kingdom

- General administrative tasks- Process bulk postal dealing trades- Provide customer service via telephone and email- Input postal share dealing instructions from private customers- Arrange the settlement of sale and purchase transactions- Perform all ad-hoc duties- Take and resolve customer telephone queries regarding the share dealing service and associated transactions

Nvq, Level 3 Principles Of Management

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Microsoft Excel 2007, Intermediate Certificate

Nvq, Level 3 Team Leading