Client Services Representative
Current
Oct 2023 - Present
AeroLeads people directory · profile
John Lock Email & Phone Number
Client Services Representative at Waystone
at
Waystone
1 work email found
@sainsburys.co.uk
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services Representative at Waystone
Location
Leeds, England, United Kingdom
Who is John Lock? Overview
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Quick answer
John Lock is listed as Client Services Representative at Waystone at Waystone, based in Leeds, England, United Kingdom. AeroLeads shows a work email signal at sainsburys.co.uk and a matched LinkedIn profile for John Lock.
John Lock previously worked as Client Services Representative at Waystone and Client Services Representative at Link Group (Lnk). John Lock holds Bachelor Of Arts (B.A.), Business And Management from Leeds Beckett University.
Company email context
Email format at Waystone
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{first}.{last}@sainsburys.co.uk
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AeroLeads found 1 current-domain work email signal for John Lock. Compare company email patterns before reaching out.
Profile bio
About John Lock
John Lock is a Client Services Representative at Waystone at Waystone. He possess expertise in microsoft office, customer service, microsoft excel, management, leadership and 5 more skills.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Management, and 6 others.
Current workplace
John Lock's current company
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6 roles
John Lock work experience
A career timeline built from the work history available for this profile.
Client Services Representative
- Here we are the 1st point of contact for Fund Managers, Custodians and other companies such as Data Providers, and also the contact point for all internal teams with outgoing queries.
- I deal with a wide range of issues surrounding Dividends, Performance, Dealing, Rebates ect, both through email and on the phone.
- We also prepare regular reporting, be this scheduled or ad hoc requests from different parties, and I am needed to assist in setting up and attending calls and meetings with clients.
- I have assisted in the communication and gathering of information for a number of projects.
- I completed the IOC Introduction to Securities and Investment Module in 2022, achieving a Pass with Merit grade.
Mar 2020 - Oct 2023
Dealings Administrator
- My day to day role involved directly liaising with investors, financial advisors and other financial institutions over the phone, via email and through letters.
- My responsibilities included processing and checking application forms from IFAs, placing dealing instructions including transfers, single investments and withdrawals, resolving queries and checking other people’s work.
- I also moved on to more specialist areas with more responsibility. This involved a lot of contact with IFAs and other plan managers with many queries to answer.
Jul 2019 - Mar 2020
Sales Associate
Oct 2017 - Jul 2019
Profit Recovery Auditor
Sep 2016 - Sep 2017
Customer Service Assistant
Jun 2014 - Feb 2016
1 education record
John Lock education
FAQ
Frequently asked questions about John Lock
Quick answers generated from the profile data available on this page.
What company does John Lock work for?
John Lock works for Waystone.
What is John Lock's role at Waystone?
John Lock is listed as Client Services Representative at Waystone at Waystone.
What is John Lock's email address?
AeroLeads has found 1 work email signal at @sainsburys.co.uk for John Lock at Waystone.
Where is John Lock based?
John Lock is based in Leeds, England, United Kingdom while working with Waystone.
What companies has John Lock worked for?
John Lock has worked for Waystone, Link Group (Lnk), Link Asset Services, Currys Pc World Business, and Audit Partnership.
How can I contact John Lock?
You can use AeroLeads to view verified contact signals for John Lock at Waystone, including work email, phone, and LinkedIn data when available.
What schools did John Lock attend?
John Lock holds Bachelor Of Arts (B.A.), Business And Management from Leeds Beckett University.
What skills is John Lock known for?
John Lock is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Project Management, Microsoft Word, and Powerpoint.
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