Scott Collier Email & Phone Number

London, England, United Kingdom

London

Monitored live activity for client’s portfolio. Identified service delivery root causes, managed client queries with resolutions which maintained and enhanced services provided to clients, trustees and fund administrators.Participated in service review meetings with clients and reviewed Service Level Agreements which ensured standards were met within agreed service arrangements.Participated in Custody Transitions, Running daily report monitoring stock and cash movements between portfolios which ensured stock/cash transactions were processed and settled on time. Initiated frequent, proactive communication with internal partners and clients that demonstrated proactive service leadership and strengthened relationships opening communication channels that supported growth.Maintained resolved cash and stock exceptions and monitored client data and standing instructions. Escalated credit facility breeches in a timely manner which maintained effective processing in line within relationship level.

Canary Wharf, United Kingdom

Monitored live activity for client’s portfolio. Identified service delivery root causes, managed client queries with resolutions which maintained and enhanced services provided to clients, trustees and fund administrators.Participated in service review meetings with clients and reviewed Service Level Agreements which ensured standards were met within agreed service arrangements.Participated in Custody Transitions, Running daily report monitoring stock and cash movements between portfolios which ensured stock/cash transactions were processed and settled on time. Initiated frequent, proactive communication with internal partners and clients that demonstrated proactive service leadership and strengthened relationships opening communication channels that supported growth.Coordinated and produced client MIS reports which highted top poor performing brokers which enabled clients to see trends in failing trades to bring down fail rates and approach their brokers to resolve issues and bring the agreement back in line to 95% settlement of trades on time. Maintained resolved cash and stock exceptions and monitored client data and standing instructions. Escalated credit facility breeches in a timely manner which maintained effective processing in line within relationship level.

City Of London, England, United Kingdom

Attended regular service reviews with IM/Clients, developed and improved Investment and Client relationships including taking ownership of all operational issues. Followed up on actions points and service enhancement requests.Monitored internal risk management controls including systematic approval of foreign exchanges and currency movements, ensuring that the checklist is completed daily.Interface with other departments (including Securities Lending, Treasury, Global Custody and Corporate Actions) to ensure timely resolution of cross-departmental issues.Ensured weekly claims reporting and daily trade reports are provided to all Investment Managers and Clients.

City Of London, England, United Kingdom

Reviewed and ensured resolution of root causes for overdrafts and interest claims, improved root cause analysis was achieved, which helped reduce the cost of interest claims by 63%.Completed statistical reports for management reporting that met new management requirements with regards to costs of interest claims.Chased third party clients for payment of claims that have been escalated to the team.Arranged payments for interest claims and debit interest on clients accounts resulting in errors by Barclays.Designed the specification for a database program which supported the construction and implantation of new system. Delivered training to team member which implemented the system into their daily roles. Monitored large and aged overdrafts, ensuring accountants are taking the correct action for resolution. Held meetings with team leaders ensuring that interest claims and overdraft records are maintained correctly.