Terry Baumber Email & Phone Number

Greater London, England, United Kingdom

Chelmsford, England, United Kingdom

Mainly working through the 3E and Chrome River systems.• Setting up / creating: New clients, disbursement & AP vendors, matters, bank & staff payment details, return vendors, oversea payors, credits and purchase orders• Liaising with Associates and Partners to apply and update rate classes, exceptions setups on client codes and matters• Input and checking of insurer markets and the billing percentages• Cloning matters, creating cross jurisdiction mirror matters and payors• Enquiring and creating national and international VAT clients• Liaising with Fee Earners, Billing, Cashiers, Credit Control and Compliance Cashiers for input of client/ insurer data, payment details and internal fee earner client details• Dealing with multi market split percentages, matter re-openings / matter closures• Maintaining Liquidated, Administrated & Dissolved clients in 3E

Maldon, Essex, United Kingdom

Witham

Basildon

responsible for applying and amending clients fees on Coutts, Adam & Co and RBS/NatWest.* Involved in understanding and implementing the new Retail Distribution Review fee code. This included regular dialogue with operational teams and the testing team in Zurich.* Extensive Training of the Avaloq Banking System for all 3 brands as all 3 businesses run on the same model.* Testing the various created programmes used to collect client's fees.* Investigating all errors in the relevant fee collection programmes and then working with the development team in Zurich to build solutions. This required the ability to work across language and culture barriers.* Assistance in the creation of training material needed by both front and back office users.* Attended Avaloq trial days in preparation for go live with key responsibility for training and problem solving, reporting of any issues to a central hub to aid the go live decision.* Cross training of staff to undertake the new RDR processes and also introduce new team members to the revised business model.

London, United Kingdom

New Buisness: Creating new accounts for clients. Liaising with Frontline, Cover for Team LeaderTariff Team: Calculating and applying charges and fees to clients accounts, manually calculating investment fees for more complex cases

Southend On Sea, United Kingdom

Missing PaymentsRejected PaymentsOutward Payment CentreCheque's IssuedCommercial New Accounts