Tom Cornelius Email & Phone Number

Basildon

Focus on automation, improving efficiency of the workforce and reducing vendor spend.Leading the project to 'in-source' BPO work completed in Mumbai. 18 month project to secure property and transition staff under SS&C.Transforming and automating workflow across operations using RPA and other automation tools via an in-house team.Maximising the workforce.

Basildon

Responsible for Dealing, Registration, Breach Admin, Document Management Dept (DMD) and the workforce management COE. Teams located in Basildon, Chelmsford and Mumbai, approx 1,000 staff across locations.

Basildon

Expanded remit as a result of a reorganisation. More active involvement in the expansion of our offshore team In India.Implementation of workforce management methodology (AOM from Active Op) building a COE to support all Operational staff.Focus on client satisfaction, staff engagement and participation in Industry working groups with TEX and the TA forum.

Basildon

Responsible for all aspects of dealing and registration for 40+ management companies. Departments located in Basildon and Mumbai, approximately 700 staff across both locations.Key responsibility - to provide the highest possible level of customer service, maximising in house technology (FAST, AWD etc) to provide an efficient processing model.

Basildon

Managed teams across both Dealing and Registration departments, responsible for all aspects of administration and client service for management companies and underlying clients.Key responsibilities include managing KPIs, ensuring high productivity via workforce management tools, expanding work processed offshore and managing within all regulatory guidelines.

London, United Kingdom

Key responsibilities included;Timely execution of all telephone, postal and fax deals received.Box management and liaison with the trustees.Completion of KPIs.Day to day liaison with client oversight teams.Breach and complaint reporting.

London, United Kingdom

Managed 3 teams within the Unit Trust and PEP team - New Business, Call Centre and Complaints team, approx 20 staff.Responsible for all aspects of underlying work plus recruitment, training and appraisals.

London, United Kingdom

Reconciliation of unit trust and PEP bank accounts for all funds, including client money, call and money market accounts.

Brentwood

Reconciliation of unit trusts for various management companies from ex-dividend through to pay date / reinvestment date.

Chelmsford, United Kingdom

Responsible for daily reconciliations of clients purchases and withdrawals under savings plans and unit trust schemes.Banking of client money, reconciliation of statements and Charity funds, monthly trial balances, bank reconciliations, P&L and general fund analysis.