Jonathan Foulds Email & Phone Number

Luxembourg, Luxembourg

• Enquired and collected client-related information from various systems to ensure accurate and comprehensive data.
• Performed qualitative pre-population of client files in the CLM Tool, maintaining high quality standards for data integrity.
• Collaborated with team members to streamline processes and enhance efficiency in client file reviews.

Luxembourg, Luxembourg

• Main point of contact in Luxembourg
• Manage the Contract with the Fund Administration company concerning the provision of fund administration services for LS and Xantis securitisation funds.
• Monitor the servicing by the fund administrators of client (investor/bondholder) requests (e.g. subscriptions and redemptions), queries and complaints, assist with KYC/AML processes.
• Attend regular meetings at the offices of the fund administrators to advise on Xantis requirements, policies and plans; and support administrators with the resolution of issues or queries.
• Assist the external auditors with the audits of the Investment Funds and valuation of underlying assets by providing access to information/data and records and responding to queries Supporting relationships with other.
• Handle client (investor/bondholder) requests, enquiries and complaints in accordance with Company policies and standards

Leudelange, Esch-sur-Alzette, Luxembourg

• Prepare, draft and register complementary pension plans, tailor-made contracts and any contractual documents during the life of a contract
• Collect and prepare all AML/KYC data from employers
• Responsible for all the administrative management of data and contractual and other documents
• Register complementary pension plans with the General Inspectorate of Social Security (Ministry of Social Security)
• Prepare standardised letters for all employers in the complementary pension plans
• Participate in various other administrative tasks

Senningerberg

• Initiation of new business taken-on ensuring compliance with internal policies and procedures
• Undertake customer KYC and ensure KYC module in the data management tool has been completed
• Processing ad-hoc requests and providing support to internal teams including CSM, Legal and Accounting

Bertrange, Luxembourg

• Evaluated and monitored the management of life insurance contracts in the context of intermediation between the client, financial advisors, and the company, throughout the policy lifecycle.
• Streamlined and optimised the duties required to accomplish customer requests in respect of quality and service timelines.
• Administered all aspects of client claims while adhering to company and legal standards and regulations.
• Successfully accomplished activities in the areas of efficiency, risk control, including process enhancement, and operation of management tools.

Bertrange, Luxembourg

• Demonstrated expertise in all administration of employer life insurance plans, from initial setup to final withdrawal of the benefits.
• Accurately and efficiently processed all instructions and claims, ensuring completion within the given time-frame.
• Precisely and timely entered instructions into the system according to the market to ensure that no loss occurred due to delays in the completion of deals.
• Monitored and reviewed all entries, making changes and updates where necessary.
• Guaranteed new policies were fully processed and setup within the administration system.
• Obtained funds from clients and authorised the funds to appropriate investment accounts along with regular premiums.

Capellen, Luxembourg

• Functioned as the sole administrator for the Altraplan Bermuda portfolio.
• Manually managed old, closed portfolios with numerous policies dating back to the late ‘70s and ‘80s.
• Accountable for governing various policy transactions, such as withdrawals, surrenders, fund switches, contract and administrative amendments, payments, queries, and investigations.
• Maintained steady contact with financial advisors and clients, mainly throughout UK and Sweden, as well as expats across the world.
• Developed, composed, and implemented all procedural instruction manuals for the administration of this portfolio.
• Liaised with various internal departments, including payments, accounting, investments, treasury, and compliance.

Capellen, Luxembourg

• Charted successful course of development in full policy servicing, maintaining complete customer satisfaction.
• Proficiently processed policy transactions, including withdrawals, surrenders, fund switches, contract and administrative amendments, payments, queries, and investigations.
• Delivered exceptional customer service through continuous contact with clients and financial advisers.

Bucharest, Romania

• Global E-Business Operations Center S.R.L.
• Cooperated with client companies in Switzerland (French and German) and Luxembourg to complete collections and mitigate losses due to unpaid accounts.
• Acquired, assessed, and managed diverse accounts receivable portfolios.
• Ensured timely payment of outstanding HP invoices through continuous contact with the delinquent parties.
• Evaluated issues preventing payment and conceived and implemented resolutions which ultimately resulted in full payment.
• Escalated disputes and non-responsive situations to internal and external contacts.

Bucharest, Romania

• Responsible for interviewing candidates and making recommendations on qualified applicants.
• Organised, arranged, and conducted candidate and client meetings in order to secure new clients.
• Processed candidate CVs in the company database, ensuring accuracy and completion.
• Prospected, investigated, and pursued potential candidates.

Senningerberg, Luxembourg

• Operated as administrator of UK, Sweden, Finland and International markets in life assurance and pensions policies.
• Completed policy transactions such as withdrawals, surrenders, fund switches, contract and administrative amendments, payments, queries, investigations, and policy servicing.
• Finalised accounts and recorded payment of broker fees and managed investigations of any subsequent queries.
• Continued contact with Transfer Departments of various custodian banks and interfaced regarding transfers to clients as well as queries relating to transfers.

Kirchberg, Luxembourg

• Inputted client instructions for bond issues associated with the Argentina debt-restructuring project with full accuracy and efficiency.
• Functioned cross-departmentally to complete diverse tasks and projects as required.

Hull, United Kingdom

 Interviewed individuals in UK, France and Germany to complete marketing evaluations and market research to a range of blue-chip companies in the UK and Europe.

Senningerberg, Luxembourg

• Created template for Global certificates/bonds for Dekabank
• Created Excel database of share class information for Bloomberg and BNP Paribas

Hamm, Luxembourg

 Vista and Federated Funds Call Center Contact for German broker company Processed transactions, Queries

Neudorf, Luxembourg

 Updated reports, archived reports and files, and re-organised archives

Bachelor Of Arts (Honours), French And German

German Language – Wirtschaftskommunikation In Deutschland, Institut Für Internationale Kommunikation

Summer language course

Italian

Summer language course with a grant from the Italian Cultural Institute in London

German Language, Institut Für Internationale Kommunikation

Summer language course as part of my BA (Honours) degree from The University of Hull

Diplôme Approfondi De Langue Française (Dalf)

Erasmus Exchange Program, Langues Etrangères Appliqués (Lea)

Gce A Level, French And German

Education record