Kim S. Email and Phone Number

In my role as Transition Manager, I established a process and a team to deliver a seamless onboarding experience for new clients. This was delivered through early client engagement, to ensure clear understanding of the client’s requirements, as well as ensuring the client’s understanding of the service that they would receive. My involvement included ownership of any pricing or contractual queries, production of proposals and contracts, as well as the client relationship until ‘business as usual’ status was obtained, utilising the technical expertise of internal stakeholders as required. In addition to this, as the team manager, my duties also included weekly and monthly reporting, and personnel management. As I owned the transition process, I also had responsibility for the revision of proposal and contractual templates, as well as pricing structures. As such, I worked with internal stakeholders to gain knowledge on the services provided, discover more efficient processing methods, and redesign templates.

During my time at Partnership, I worked in three different teams; new business, specialist case, and bulk annuity. All the roles were service focussed, and involved query resolution and problem solving, as well as supervisory duties. In the most recent role, I maintained oversight of the transfer of bulk annuity schemes from initial enquiry through to implementation. This was achieved through pro-active communication with all stakeholders, and detailed planning and coordination, along with regular reviews against milestones and the use of reporting tools. In addition, I oversaw the department’s adherence to compliance procedures, including creating and implementing compliance policies in relation to bulk annuities across all the affected teams within the business. As bulk annuities were a relatively new area of the business, processes were constantly developing. Consequently, I documented these processes as they developed, and identified areas for improvement. As such, I was responsible for co-ordinating reviews, creating process flows, and improving communications, to enhance customer experience and reduce risk. Prior to the bulk annuity role, I worked in the Specialist Case Team. Within this role, I completed administration in respect of technical queries and products, such as bulk annuities, GMP, Long Term Care, Defined Benefit, and Pension Sharing Orders.

My role at Alico involved a variety of duties, including administration in both High Net Worth and Wealth Management, as well as financial reporting, and audit and cash management, in the Finance department. During my time working in the administration teams, I resolved client queries, and administered new business requests or claims; managing my time to ensure delivery against tight deadlines.My key acheivements at Alico include completing an audit of staff expenses and implementing process changes after the completion of a process review, as well as developing a process for processing transactions for a new office in Germany.

My role at Barclays was customer facing, and the main aspect was to assist customers with queries and transactions, including same day and international transfers. As Foreign Cashier, I also maintained stock levels of a variety of currencies and travellers cheques, and reconciled the internal accounts.