Tara Spencer's Location
Lower Kingswood, England, United Kingdom, United Kingdom
Tara Spencer's Contact Details
Tara Spencer work email
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Tara Spencer personal email
n/a
About Tara Spencer
An experienced, capable and enthusiastic person, I able to adapt and deliver whatever is expected of me whether within a team environment or independently. My varied career demonstrates success within many differing business environments, where I have been expected to follow current process whilst striving for continuous improvement. Communication, both written and verbal, is a key skill I possess and have used throughout, in particular in a customer-facing environment.
Tara Spencer's Current Company Details
Relationship Manager at Fidelity International
Tara Spencer Work Experience Details
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Relationship Manager - Uk Wholesale ServicesFidelity International Jan 2019 - Jul 2024Lower Kingswood, England, United Kingdom• Key contact point between Clients, Operations, and Sales functions.• Ensure consistent quality service delivery within operations and service level standards.• Coordinating the production and completion of Distribution Agreements and Letters of Variation, as well as the implementation of pricing and related Service Level Agreements.• Responsible for regular operational service reviews.• Coordination of Client Onboarding and ongoing maintenance.• Manage external… Show more • Key contact point between Clients, Operations, and Sales functions.• Ensure consistent quality service delivery within operations and service level standards.• Coordinating the production and completion of Distribution Agreements and Letters of Variation, as well as the implementation of pricing and related Service Level Agreements.• Responsible for regular operational service reviews.• Coordination of Client Onboarding and ongoing maintenance.• Manage external partners and service providers such as Client’s custodians and dealing platforms.• Participating in and where appropriate leading related projects to drive improvement and business efficiency. Show less -
Technical Manager - Uk Wholesale LiaisonFidelity International Jan 2013 - Dec 2018• Providing operational fund data to enable Third Party Platforms to hold Fidelity Funds.• Promoting new clean share class launches to load on Platforms..• Monthly / Quarterly provision of fund Solvency and Performance Reports.• Monthly / Quarterly provision of Asset / Sector breakdown bespoke Reports.• MI reporting on Platform fund provision / campaigns.• Third Party Platform continuous fund reviews.• Bi-Annual & Annual Platform risk reviews on Fidelity funds.•… Show more • Providing operational fund data to enable Third Party Platforms to hold Fidelity Funds.• Promoting new clean share class launches to load on Platforms..• Monthly / Quarterly provision of fund Solvency and Performance Reports.• Monthly / Quarterly provision of Asset / Sector breakdown bespoke Reports.• MI reporting on Platform fund provision / campaigns.• Third Party Platform continuous fund reviews.• Bi-Annual & Annual Platform risk reviews on Fidelity funds.• Bespoke Fidelity fund asset data collation monthly and quarterly reviews.• Collating Product Specialists updates on bespoke reporting / fund reports.• Expense reviews UK and Lux Fidelity Funds for Third Party Platforms. Show less
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Fundsnetwork™ - Fund Partner Contract SupportFidelity International Feb 2012 - Dec 2012• Ensuring Fund Provider contact details, records, contracts and documentation is current• Updating management information regularly (both for internal and Fund Partner use)• Preparation of Due Diligence reports supporting new Fund Partner launches• Co-ordination of RDR-compliant agreements• Ensuring timely receipt of Fund Partner invoices• Preparing and regular review of internal process documentation• Collation of Fund Partner Marketing bookings
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Contact Centre - Technical Duty ManagerFidelity International Apr 2009 - Jan 2012• Active management of Contact Centre resource to achieve target Service Levels (including daily schedule management for over 80 representatives, call routing and training resourcing)• Complaints analysis• Management of system access for new employees and change of roles• Production of Contact Centre management information (including marketing reports) • Provision of specific training sessions for representatives
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Premierline - Account SupportFidelity International May 2006 - Apr 2009• Answering inbound calls from Fund Distributors, Custodial Banks and Custodians; taking deal instructions, fielding account, transaction and commission/rebate enquiries • Daily account management of FundSettle platform • Ownership and resolution of escalated/complex issued raised by telephone, email or post• Provision of technical training to team• Seeking continuous process improvement within team e.g. arranged for updated key system access to increase efficiency when… Show more • Answering inbound calls from Fund Distributors, Custodial Banks and Custodians; taking deal instructions, fielding account, transaction and commission/rebate enquiries • Daily account management of FundSettle platform • Ownership and resolution of escalated/complex issued raised by telephone, email or post• Provision of technical training to team• Seeking continuous process improvement within team e.g. arranged for updated key system access to increase efficiency when dealing with client queries Show less
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Special Terms Team - Key Client SupportFidelity International May 2005 - May 2006• Responsible for communication of fund launches and maintenance of special terms arrangements for key IFA-clients • Team contact point for key IFAs, Operations, Sales and Fund Providers• Co-ordination of Provider Marketing campaigns, translating campaign details to operational systems • Managed new department for deadlines and competencies required.
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Broker Services - Broker SupportFidelity International Feb 2000 - May 2005• Responsible for resolution of broker commission queries• Regular processing of all Initial and Ongoing Commission payments to IFAs• Key point of contact for the Contact Centre, Customer Relations and Operations• Trained and coached all new employees in the team• Tested new system releases and team representative for projects• Broker Special Terms set ups.
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Temp Office AdministratorMiller Freeman Sep 1999 - Feb 2000Tonbridge, United Kingdom•Copy chasing, hitting deadlines and finalised sales for publication.
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Recruitment Consultant - It ContractsVector Resourcing Ltd Nov 1998 - Sep 1999Crowborough• Searching for candidates and companies• Researching roles, negotiating employment packages and placing candidates
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Field Sales RepresentativeHelo (Uk) Ltd Sep 1996 - Sep 1998East Grinstead• Exhibition hospitality, promotions, display sales and new business, with a focus on meeting 6-monthly sales targets• Processing orders and ensuring timely despatch of stock
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Telesales ExecutiveReed Business Information Aug 1995 - Sep 1996East Grinstead•Selling business directories, (Kelly, Kompass) for renewal.•Customer liaison with Industrial and Commercial businesses, and group selling products.
Tara Spencer Skills
Mutual Funds
Management
Analysis
Financial Services
Banking
Account Management
Software Documentation
Human Resources
Call Centers
Recruiting
Sales
Customer Service
Business Analysis
Marketing
Investments
Asset Management
Equities
Relationship Management
Wealth Management
Portfolio Management
Tara Spencer Education Details
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Sackville
Frequently Asked Questions about Tara Spencer
What is Tara Spencer's role at the current company?
Tara Spencer's current role is Relationship Manager at Fidelity International.
What is Tara Spencer's email address?
Tara Spencer's email address is ta****@****ity.com
What schools did Tara Spencer attend?
Tara Spencer attended Sackville.
What skills is Tara Spencer known for?
Tara Spencer has skills like Mutual Funds, Management, Analysis, Financial Services, Banking, Account Management, Software Documentation, Human Resources, Call Centers, Recruiting, Sales, Customer Service.
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Tara Spencer
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