James Wilson Email & Phone Number

London, England, United Kingdom

London

London

Contribute to the establishment and maintenance of the HSBC Security Services (HSS) reputation for service excellence in the Custody and Banking product lines within HSS. Assist in the management of high net worth Sovereign Wealth Clients based in the Middle East ensuring the highest levels of client services are delivered and maintained. Daily liaison with multiple HSBC business areas ensuring the effective implementation of service improvement initiatives on an ongoing basis in response to clients' needs. Assist in seeking continued year on year improvement on client service KPIs and client feedback by working with HSS Custody Operations to enhance client service quality. Ability to work in a pressurised environment and manage priorities effectively.Contribute to the profitability and growth of the HSS client base by delivering an excellent client service experience and striving to enhance existing institutional relationships through improved services and developing a service model and reputation that retains existing clients and attracts new clients.

London, United Kingdom

Contribute to the establishment and maintenance of the HSBC Security Services (HSS) reputation for service excellence in the Custody and Banking product lines within HSS. Daily liaison with multiple business areas ensuring the effective implementation of service improvement initiatives on an on-going basis in response to clients' needs.

London, United Kingdom

Meticulous professional with exposure to fast-paced Corporate Actions environments at high-volume Custodial operations. Process and reconcile daily instructions and also ensure their validity for participation. Daily liaising with lending counterparts and trading counterparts to solicit and clarify elections and asset servicing entitlements. Understand the security positions associated with each meeting event and ensure all enquiries related to client and internal service teams are accurately investigated. Processed UK voluntary and mandatory events such as rights issues, open offers, tender offers and all UK and International placings (e.g. India and Canadian IPO’s).

Leeds, United Kingdom

A boutique investment house offering bespoke investment solutions to a range of private and institutional clients.Processing the full life cycle of all corporate events covering pre-dominantly UK Equities and Gilts.Informing Client Executives and "Execution only clients" of forthcoming corporate events.Extensively interacted with Brokers and other internal operations departments.Inputting of all types of Crest Messages (e.g. TTE, USE, MTM, DEL and OATs).Resolving all corporate action queries, stock breaks, cash breaks and updating client records upon completion of corporate events.Crest Checking and liaising with market makers to resolve mis-matching trades in the market.Writing articles for our in-house share magazine (e.g. stock tips and market views).Ownership, production and updating of Corporate Action procedure manuals.Liaising with Client Executives to resolve client queries and updating client records.Dealing and settling of residual stock.Settling of inter-brokers transfer of stock

York, United Kingdom

Assisting in the production of monthly management statutory accounts and responsible for balance sheet/P&L analysis.

Level 5 Diploma, Management And Leadership, Distinction

Ba (Hons) Business

Hnd Business Decision Analysis

A Levels

Gcse

Education record