Steven Sterry Email & Phone Number

London, England, United Kingdom

• Worked as part of a global team providing follow-the-sun coverage for clients ensuring all day to day queries relating to trades cash and FX deals are responded to in a timely manner.• Established and maintained strong relationships with client’s operations & middle office contacts• Travelled to meet with clients in person for service meetings, training them on self-service systems and discussed any process changes.• Worked with various internal teams such as trade processing, pre matching, settlements, cash processing, account opening, FX and asset servicing to process transactions and resolve exceptions in a timely manner to ensure timely settlement of client trades.• Performed root cause analysis for clients to increase Straight through processing of cash and trades transactions and reduce exceptions and inquiries• Worked with technology and strategy teams to help identify internal and external facing improvement opportunities such as fax reduction/elimination.• Collaborated with client service teams to help change client behaviour where required, such as use of Client portal for self-service.• Advised clients of any corporate action uninstructed balances prior to deadline and ensured late instructions were processed on an REB basis.

Beckenham, England, United Kingdom

• Ensuring smooth running of dividend processing for all Registration clients, including timeliness of payments to shareholders. • Oversight of 12 employees, including day to day support and reviews. • Collaborating with other internal parties within in the business, ensuring a proactive approach due to often tight target deadlines.• Involvement with new Client onboarding with the sales team. • Reviewing processing exceptions to ensure any breaks are cleared within business SLA.• Ensuring all processes had key procedure documents

Beckenham, England, United Kingdom

• Ensuring smooth processing of Share plan related dividend and proxy votes.• Holding team meetings and ensuring clear processes were in place and the team collaborated on all jobs• Oversight of 6 employees, including day to day support and reviews.• Clearance of aged cash/stock breaks and ongoing reconciliations going forwards.• Ensuring all processes had key procedure documents • Collaboration with Client Service to ensure smooth onboarding of new clients and new products for existing clients. • Preparing tax breakdowns for Brokers to receive relevant funds based on holders with W-8 BEN/W-9 forms. • Processing and reconciliation of annual US tax returns

Beckenham, England, United Kingdom

• Assisting with preparation and processing dividend payments to Share Plan Participants• Reconciling payments and ensuring funds were received before BACs and cheque payments were released• Collaborating with internal print partners for printing of statements and cheques• Preparing tax breakdowns for Brokers to receive relevant funds based on holders with W-8 BEN/W-9 forms. • Working with banking to ensure BACs payments were processed and released on time

Bromley, England, United Kingdom

• Ensuring customers were approached and assisted within a timely manner• Matching customers to relevant products, taking opportunities to upsell• Providing detailed information about products to ensure customers were comfortable with what they were purchasing.• Ensuring company KPI’s were met on a daily basis • Cleaning of products to ensure displays were fit for public viewing