Stewart Robertson Email and Phone Number

Managing the Insurance Operations team within the Insurance Solutions Operating Unit

Insurance & Pensions Operating Unit

Insurance & Pensions Operating Unit

Insurance & Pensions Operating Unit

Based within the Commission Management team•Working alongside account managers as part of dedicated relationship team providing excellent client service by gathering, analysing, and solving inbound client needs and queries concerning service, trading activity and processing issues.•Responsible for collecting, uploading, and analysing data from daily trade files and reconciling to identify any discrepancies that need adjusted, ensuring that the client is receiving the appropriate… Show more Based within the Commission Management team•Working alongside account managers as part of dedicated relationship team providing excellent client service by gathering, analysing, and solving inbound client needs and queries concerning service, trading activity and processing issues.•Responsible for collecting, uploading, and analysing data from daily trade files and reconciling to identify any discrepancies that need adjusted, ensuring that the client is receiving the appropriate research credit.•Analysed commission budgets and conducted research spend analysis for institutional buy side clients gaining immediate insights across brokers, currencies, and asset classes before providing reporting capabilities tailored to each client.•Investigating and addressing any trades that have not been processed due to errors.•Creating numerous client payments in the platform while requesting invoices from research providers and ensuring all payments are tracked and paid within strict timeframes.•Extensive exposure to the trade lifecycle process by demonstrating the ability to deal effectively with a diversity of individuals including Trade Support and Settlements Team. This exposure allowed me to gain knowledge within Equities, Mutual Funds and Fixed Income products. •Daily liaison with Institutional Clients, Brokers, Research Providers, Sales, Legal, Compliance and Technology departments to solve various issues and queries across multiple regions for multiple clients. •Responsible for the distribution of month end Client and Broker statements. •Responsible for applying the daily receivable payments within each currency account over the previous 24 hours into the platform before the US stock market opens. •Part of a team involved in developing efficiency improvements to client experiences on administrative tasks when using the platform between Finance and Commission Management Show less

• Exposed to Expediting and Contracts Management• Service Purchasing involved creating purchase orders, amending purchase orders to clear invoices. Assigned to increase Automation figures to 80%. This was a high-level UK business unit goal set and independently increased automated purchase orders from 15% to 70%. • Materials Management

• Investigated problems related to the downtime of machines by gathering and analysing data. Followed by producing detailed reports on those findings before delivering recommendations to management. Resulted in re-allocating employees to manage demand. • Integration within the assembly line manufacturing process to help analyze and improve operations. •Given extra responsibility by being able to create production and purchase orders.