Client Service Representative with Direct Custody.This role involves;• Management of portfolio of clients daily trading activity, fails managements, cash processing and account reconciliations. (EQ, FI, SBL (OTC/ OnEx) Lending)• Answering client's inquiries received via email and telephone in an efficient and effective manner, respecting SLA's.• Developing and maintaining excellent client contacts supported by regular client calls.• Proactively informing clients about problems (system failures, market issues) and providing regular updates to resolution of issue.• Liaising closely with internal and external parties including Front Office, Transfer Agents, Vendors and Client Executives.• Supporting the clients needs and handling exceptional requests when required.

- OPERATIONS TEAM (2011-2012)• Providing friendly and efficient customer service to members.• Dealing with all filing of correspondence as required.• Complaint handling to improve customer service and branch processes• Training and assisting members in using new technologies and methods in order to streamline banking processes (Direct Debits and Online Banking).- MARKETING TEAM (2012-2013)• Organizing events such as the AGM; competitions and quizzes, providing logistical support such as materials and papers, as required.• Design and issue a newsletter on a quarterly basis, also information leaflets as required for new services on offer.• Responsible for production and distribution of all advertising material to be used within the credit union.• Organising and carrying out all promotional activities, sponsorship and bursaries approved by the board and the manager of the credit union, maintaining records as required.• Creation and maintenance of company Facebook and Twitter pages, to create publicity for the credit union and boost membership.- ACCOUNTS TEAM (2013-2014)• Account administration such as setting up standing orders and amendments, stopping cheques and closing accounts in line with credit union procedure.• Collecting staff timesheets and organising staff payroll every week.• Orderly and accurate recording of staff leave and attendance.• Organising meetings and training for Board of Directors, managers and staff.- CREDIT CONTROL TEAM (2014-2015)• Oversee the weekly review of accounts on relevant arrears listing.• Oversee subsequent communication to such members by letter or telephone.• Providing arbitration services for members experiencing financial struggle.• Furnish regular reports to the manager reflecting the current status, follow upand legal status where applicable to all credit control accounts.