Stuart Long Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

Responsible for the performance and management of the London Client Liaison Team, ensuring that targets are met, and procedures adhered to. Managing a team of five in close liaison with a satellite office in Blackpool.Key responsibilities:• Management of security set up and ongoing asset maintenance.• Daily Transaction Reporting checking and validation.• Responsible for client online portal administration including IFA access.• Trade amendments.• Monitoring… Show more Responsible for the performance and management of the London Client Liaison Team, ensuring that targets are met, and procedures adhered to. Managing a team of five in close liaison with a satellite office in Blackpool.Key responsibilities:• Management of security set up and ongoing asset maintenance.• Daily Transaction Reporting checking and validation.• Responsible for client online portal administration including IFA access.• Trade amendments.• Monitoring exception reports and issue resolution.• Direct point of contact for client operational queries.• Ensuring processes and procedures are maintained in line with firm and regulatory requirements.• Managing the CRM process between Front Office and regional operational teams.• ISA/JISA administration and regulatory reporting.• Client onboarding.• Regular staff coaching and evaluation, including formal appraisals. Show less

Chiswell Street, London

East India Dock & Barking