Oversees all supplier relationships throughout the business. Working with internal relationships managers to provide support and consistency across the business

Overseer for the Client On boarding and Document Management Departments – Managing 2 Team ManagersPerformance Management Managed the development of an internal Transact Graduate SchemeOversee daily office operations for 15 employeesOversee and implemented the new regulatory procedural change for Foreign Accounting Tax Compliance Act (FATCA) – This included procedure writing, implementation within current on boarding processes, ongoing monitoring, reporting, composed and drafted… Show more Overseer for the Client On boarding and Document Management Departments – Managing 2 Team ManagersPerformance Management Managed the development of an internal Transact Graduate SchemeOversee daily office operations for 15 employeesOversee and implemented the new regulatory procedural change for Foreign Accounting Tax Compliance Act (FATCA) – This included procedure writing, implementation within current on boarding processes, ongoing monitoring, reporting, composed and drafted all outgoing correspondence to financial advisersComposed and drafted monthly Manager Information for both the On boarding Team and Document Management TeamProposed and achieved cost savings by reviewing current processes within outgoing postProject Manager for the integration of Kofax software a digital mailroom solution scalling down headcount and improving processes and efficiencies throght client operations Show less

Team leader for the Transact On boarding TeamAs a new team I created the foundations and purpose of the team by setting expectations and driving accurancy and efficiency for all onboardingDesigned and circulated effective MI to highlight trends and inefficiencies Worked closely with the COO to set expectations and drive the team forwardEnhanced the On boarding accuracy rate from 70% to 99.98%Relationship Manager between Transact and Equifax (Electronic AML check… Show more Team leader for the Transact On boarding TeamAs a new team I created the foundations and purpose of the team by setting expectations and driving accurancy and efficiency for all onboardingDesigned and circulated effective MI to highlight trends and inefficiencies Worked closely with the COO to set expectations and drive the team forwardEnhanced the On boarding accuracy rate from 70% to 99.98%Relationship Manager between Transact and Equifax (Electronic AML check provider)Review Anti Money Laundering trends and working closly with Compliance to streamline effective AML and Anti Fraud ProcessesProcedure writing and process mapping for onboarding and account maintenence processesIncorporated the processing of Client Personal Date within the teamWorked with Legal, Compliance and COO to incorporate International Tax RegulationsInitiated a 'same day' processing SLA which is now followed throught the entire Client Operations Show less

Responding and dealing with all types of Advisers, Private Client and Product Provider enquiriesExecuted buys and sales on financial instructions including Shares, ETF's, OEICS, Unit Trusts, Investment Trusts and GiltsExecuted in-specie asset migrationsEnsured instructions were executed in an accurate and timely mannerBuilt and maintained relationships with AdvisersAssisted the manager with the day to day running of the teamProvided training and ongoing coaching to new… Show more Responding and dealing with all types of Advisers, Private Client and Product Provider enquiriesExecuted buys and sales on financial instructions including Shares, ETF's, OEICS, Unit Trusts, Investment Trusts and GiltsExecuted in-specie asset migrationsEnsured instructions were executed in an accurate and timely mannerBuilt and maintained relationships with AdvisersAssisted the manager with the day to day running of the teamProvided training and ongoing coaching to new starters Processed applications for New clients, ISA, Pensions, Offshore and Onshore bonds Show less

Administered all Life and Pension PoliciesExecuting all types of client enquiriesProvided training and ongoing coaching for new startersMaintained friendly and professional client interaction at all timesExecuted death claims, transfer requests and annuity paymentsContinuously worked within the SLA to maintain good customer service

Placing Conferences and Meetings at 36 UK hotelsAccount and Diary ManagementLiaise with companies and agents to find individual meeting needsTraining new recruitsNegotiating rates with clients and hotelsHelping with new promotionsUpdating and maintaining and internal client data baseSolely looking after large account enquiriesIssuing weekly Management Reports and analysing client activity

Liaise with Companies to insure customer accounts are accurateDealing with customer complaintsMaintaining client data baseDealing with customer queries via telephoneMaintained friendly and professional client interactions at all times