Rich Utton Email & Phone Number

Bournemouth, Gb

Bournemouth, England, United Kingdom

Bournemouth, England, United Kingdom

Bournemouth, United Kingdom

Segment lead Fintech and Broker Dealer clients. Predicting clients’ needs and providing appropriate solutions by understanding their business through and through. - Acted as the centre point for client communication with J.P.Morgan for all Treasury related matters. - Key figure in successfully onboarding and growing the Fintech business as it was introduced. - Identified many opportunities for growth which produced significant savings for both clients and the bank. - Managed and led SME projects for products offered by J.P.Morgan to our clients to drive change and improve the service provided. - Managed two of the largest flagship clients: American Express and Visa - Developed, maintained and broadened partnerships with clients. - Assisted in developing and executing strategic client plans - Analysed payment and associated activities in order to identify efficiencies - Promoted sharing of experience and best practice across the Service team - Identified opportunities for product development and enhancement - Developed internal partnerships (e.g. Sales, Operations, Product, and other lines of business) - Identified and escalated potential risk associated with client activities

Bournemouth, United Kingdom

Dedicated Implementation Project Manager with own portfolio of complex clients. Implementation of all core cash management business, such as account openings on all branches globally and products set ups for new and existing clients to the Bank - Acted as the first point of contact for client account openings and product set up requests - Led regular project update meetings for the customer and internal business partners to manage theoverall project cycle time and manage expectations. - Successfully managed internal departments and relationships to ensure projects were completed topredetermined deadlines - Kept project databases up to date with project plans and meeting minutes - Assisted on sales pitches to clients resulting is successfully winning business for JPMorgan. - Delivered training and mentoring to less experienced team members and acting as a “subject matterexpert”. - Averaged a 96% client satisfaction rate while managing approximately 40 – 50 projects at any one time. - Successfully led and completed the implementation of 32 entities, opening 144 accounts for one ofJPMorgan’s biggest “Top 50” clients introducing significant revenue to the bank.

Bournemouth, United Kingdom

Central point of contact for clients with documentation queries relating to setting up and maintain theiraccounts. - Assisted local and international colleagues with queries relating to all legal documentation - Helped and assisted the project management of activities across J.P.Morgan and coordinate internally with all teams involved in the setup - Attended client meetings and to build client relationships to help make sure the on-boarding process ran as smoothly and efficiently as possible.

Bournemouth, United Kingdom

Promoted to supervisor of the Documentation Control department. - Supervised 10 members of staff, assisting and distributing workload - Delegated roles to each member of staff in order to utilise time and skills efficiently - Liaised with managers based in Bournemouth and London in making key decisions for the benefit of theclient and department

Business Studies

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