− Compiling daily reports, reviewing and investigating exceptions to ensure timely and accurate completion of activities.− Liaison with DFM’s for rebalances following model portfolio updates− Monitor the trading systems and liaise with Brokers − Ownership of the team email inbox− Perform trade, fee reversals / corrections- Process loss/gain calculations- Support with Asset setups onto the platform

- Undertake calculations on a bulk and individual scale to correct member accounts where an issue has been identified - Main point of contact in respect to all trade executions, fund events, corporate actions and related activities. - Point of contact for fund launches. - Liaise closely with multiple areas of the business. e.g Finance, Unit-linked investments, sales and compliance.

-Responsible for supporting with the day to day administration of a portfolio of defined contribution schemes. This includes dealing with new joiners,leavers, claims, Trustee reports and accounts and contribution upload error reports -Carrying out calculations and bulk corrective tasks-Support with training and provide help for the customer services teams

Started in the retirements team responsible for setting up enhanced annuities for members with an individual personal pension. This included vetting payment forms to make sure we have received all our requirements. Making phone calls and sending emails to members. From November 2015 I've moved into corporate pensions and was involved with dealing with client enquires. Attending client meetings and providing the day to day administration of a range of defined contribution schemes.

-I trained staff on Clubcard Boost fraud processes. I also provided refresher training to permanent staff. Both require preparing presentation notes and handouts.-I was Invited and attended a loss prevention meeting with Thorpe Park.-Supporting staff with fraud related issues, providing advice on how best to resolve customer issues and when needed take an escalated issue to resolve the problem.-Investigating transactions to ensure they are genuine.-Carrying out enhanced data protection checks to validate customer orders.-Ensuring that customer orders and refunds are completed within agreed service levels.-Notifying customers of unusual activity by phone, email or letter.-Advising and assisting customers and to ensure they are protected from fraud.-Coordinating with management and IT teams to ensure that serial offenders are blocked and prosecuted as required.

-I am responsible for maintaining a high standard of customer care; this includes speaking directly to customers over the phone or responding to them via emails to resolve / rectify queries that they may have. -Working closely with team members, other departments, product partners and senior management to find the best possible way to provide excellent customer service when resolving customer issues.-Supporting the temporary staff during quarterly mailing periods which involves floor walking, providing advice on how best to resolve customer issues and when needed take an escalated issue to resolve the problem.-Taken part in numerous charity events held by Tesco and Clubcard Boost.-Invited and attended a complaint handling training course. - Processing customer orders - Opening and sorting post - Engaging with customers on the telephone. - Dealing with problem bookings.- Processing customer refunds and exchanges