Supporting the Wholesale and Institutional businesses in delivering a high-quality pre-Sales, Sales and post Sales experience to asset management clients

Responsible for client service support for the UK institutional client base across all asset classes & solutions including Equity, Fixed, Multi-asset, LDI and Fiduciary management. 500+ mandates in excess of £100bn• Reports directly into Head of UK Distribution• Works in partnership with the Heads of Client directors and Business development teams to ensure the teams are fully supported from a client servicing perspective allowing them to focus on the client relationship management and commercial engagement elements of the business.• Management of three direct team lead reports and 18 client executives split across Tier 1, Tier 2 and pooled mandates.• Oversight of client facing elements of onboarding including KYC, AML & engagement with supporting business units.• Oversight of client initiated cashflow/trade instructions• Oversight of quarterly investment reporting and bespoke client servicing requirements.• Oversight of Investment mgt fee set-up and outstanding fee communication with clients.• Responsible for client queries & general support.

Responsible for all operational elements of client service support.• Coordination and oversight of middle and back office client on-boarding processes • Production of segregated client accounting reports, data issuance and performance data sets• Creation of segregated client, fixed income institutional and sub-advised equity investment reports.• Client requested cash-flow management - Notification to FM and system and custodian instruction.• Investment mgt fee calculation, processing and outstanding fee communication with clients.• Responsible for all non-directly investment related client queries and support.• Oversight of client cash and stock reconciliations.• Investment operations representative for client RFP’s and due diligence visits

• Responsibilities expanded to incorporate client reporting for institutional fixed income unitised products.• M&G's Alternative credit business became more active in the segregated space winning a number of additional mandates and new asset classes for the team to support.• M&G's Equity business took on a number of large segregated mandates. Primarily retail fund clones or sub-advised mandates for externally marketed unitised products.

Responsible for client support across growing Segregated mandate client base including• Client on-boarding• Client reporting – Accounting and Investment• Investment Mgt fee creation• Client cashflow processing• First point of contact for all client operational queries.• Conduit to and from client director team and clients into middle and back office.

• Brought in as the balanced booked of segregated business was being sold to Deutsche Asset Mgt along with the embedded team.• My remit was to recruit, train and retain a client service team of six people for the residual fixed income segregated mandates.

Responsibilities/achievements • Pre-launch testing and implementation of a new Defined Contribution product administration system.• Successfully launched new business with appropriately resourced, trained and documented functions within the team.

• Responsible for client reporting and servicing for the largest institutional clients.• Full book cost, cash and market reconciliations.• Principle operational liaison between clients, fund managers and custodians.

• Managed four staff covering 24 pension funds.• Monthly valuation statement preparation and review including stock and cash reconciliations• Settlement of all traded option and future trades • Maintenance and reconciliation of margin positions and client collateral.

• Administration of over 11, 000 PEP plans including plan transfers, closures and deaths.• Production of half-yearly PEP reports and valuations to all PEP holders.

• Claiming UK and overseas dividends from/for clients.