Stuart Foxen Email & Phone Number

London, United Kingdom

Oversight and governance of Offshore settlement processing functions.Ensure all electronic payments for settlement are authorised and paid in line with the regulatory deadlines and SLAs. Represent settlements at client meetings to ensure strong relationships are maintained. Produce MI and participate in analytical discussions at client meetings. Support.

Liaising with customers, representatives (solicitors/accountants), colleagues within the project and the wider spectrum of Barclays staff.Building relationships with and assisting customers throughout a difficult period dealing with a sensitive subject, gaining their trust and respect.Training new starters and taking on leadership responsibilities.Ensuring.

Providing exceptional client service, including third party investment administration support, for 12 large Asset Management companies. Each requiring a detailed bespoke service and extensive product knowledge.Responsible for developing and managing relationships with clients, agents and other companies ensuring their continued business. Providing.

Liaising with clients, agents and other Asset Management companies on a daily basis, providing continued support by managing, escalating and resolving issues in a timely manner, developing and maintaining relationships between internal and external departments and clients.Processing and authorising postal and telephone PEP/ISA/Unit Trust investment deals.

PEP/ISA/Unit Trust dealing using RUFUS (Retail Fund System). Client registration and customer correspondence.Overseeing the production, checking and dispatch of contract notes and statements. SAF writing - extracting the necessary information and data required for the monthly management reports. Knowledge of FSA regulations and Money Laundering.