Jon Burrows Email & Phone Number

Chelmsford, GB

Responsible for the TA oversight of the Luxembourg Fund range.

London, United Kingdom

Brentwood

Responsible for the service relationship for one of the bank’s largest clients’ in their Transfer Agency department, providing an excellent level of client service. This role requires a high level of organisation and communication skills.My key responsibilities are varied and include:Manage a team of four Service Delivery Managers and two Support StaffGoal.

Brentwood United Kingdom

The primary point of contact for clients and operations, as a Service Delivery Manager my role was both challenging and varied. The role required excellent organisation and communication skills and the ability to develop and maintain relationships both internally and externally.My key responsibilities included:Ensuring queries are addressed within the.

Canary Wharf, London

Key responsibilities included:Responsible for a portfolio of 15 clients which included both UK and European based clientsEnsure daily reports are issued in accordance to the Service Level Agreement Resolving trade and settlement issues ensuring the client is advised in a timely mannerChair for monthly Service Review Meetings Communicating with BNYM offices.

Canary Wharf, London

Responsibilities included:Manage a team of eight staff within a Postal Dealing and Settlements Team identifying and implementing training requirements, completing yearly Performance Management Reviews and holding regular Team meetingsWorking to strict deadlines to ensure all dealing and settlement instructions were processed accurately and in a timely.

Canary Wharf, London

Responsibilities included:Responsible for the vetting, processing, authorising and rejecting of investment instructions on a postal dealing teamResponsible for the team’s anti-money laundering dutiesPerform client presentations of the Bank of New York’s new Image and Workflow System as part of new business proposalsAdherence to strict deadlines, together.