Mark Murray Email & Phone Number

London, England, United Kingdom

Develop and deliver an investor experience strategy for UK Transfer Agency.Ensure a continuous improvement culture, supporting and challenging business lines.Training and development for Consumer Duty and Vulnerable customers.Root cause analysis of complaints, incidents and other service metrics to drive preventative action.Process improvement review across multi channel services.Support digital and online initiatives and help maximise digital adoption.Balance risk and controls with good service outcomes.Work collaboratively with Clients' to ensure awareness and transparency linked to Change.Responsibility for oversight of investor services activity via an internal outsourcing arrangement.

Edinburgh, Scotland, United Kingdom

Helping AAM deliver key strategic Transfer Agency migration projects.SME working with Legal, Procurement, Product, Operations, Compliance, Risk Third parties. Supporting the Program Manager across multiple workstreams, advising internal and joint steering committees. Digital and non digital model, taking in Consumer Duty, Vulnerable customers and other regulatory requirements.

Edinburgh, Scotland, United Kingdom

Responsible for the ongoing delivery and development of the UK Transfer Agency Investor Services proposition. Creation of new teams, ensuring oversight of the development of new procedures and processes. Risk management, attendance at UK and European Risk committees. Budget and expense control, creation and Chair of the governance committee for UK Transfer Agency. Responsible for the Investor Services Management team ensuring the day to day delivery of multi channel services supporting Institutional and Retail investors across a range of Funds, with service being delivered in line with KPIs and SLA. Part of the wider Senior Management team with focus on staff development and training, as well as working closely with the Head of Operations to ensure quality assurance across all services. Working with project teams and Client on boarding teams and Client executive in managing the Client relationship.

Edinburgh City, Scotland, United Kingdom

Head of Transfer Agency and CASS oversight and CF10a in last year at Kames Capital. Ensuring SYSC 8 senior management oversight, , attendance at executive risk and operational control committees.Responsible for third party TA service delivery for the UK Funds and Irish Funds outsourced business (OEIC,PAIF, Unit Trusts etc).Relationship management,Vendor Management, Supplier Management budget control and forecasting and contractual oversight working closely with the Legal team on contracts. Working with Product and Client Services senior management team to ensure strategic alignment with key third parties.Extensive knowledge of CASS and Chair of CASS committee.

Edinburgh City, Scotland, United Kingdom

Derivatives ETD, Business Analyst, Project support

Edinburgh City, Scotland, United Kingdom

Business and Product development.