Toni Cox Email & Phone Number

Leeds, England, United Kingdom

Leeds, England, United Kingdom

Leeds, England, United Kingdom

Leeds, England, United Kingdom

Management of incoming post and email inbox for a team of 10 Account Managers and distributing queries to the correct Account Manager or other departments.Take calls and messages during busy periods, and answering queries on the behalf of Account Managers to aid efficiency.Preparation, maintenance, and uploading of ongoing information weekly and monthly across various excel documents, reports and scorecards for the board of Directors.Obtain financial information through relevant MI provided. Communicate and data gather with other departments where necessary.Responsibility of the preparation and associated tasks in relation to email and paper mail-mergers to our members and their end clients, including the Treating Customers Fairly questionnaire and ex-member process, and collating and reporting on responses. Data Subject Access Requests – collating documents and emails relating to the data subject and redacting sensitive information on behalf of the legal team.Administration for TenetSelect arm of business. Responsibilities include: Producing all new products and bundles on the CRM systemAdding and editing entitlements for firms on behalf of the regulatory consultantsDiarising and implementing all order amends when packages/contracts are renewed, temporary fee reductions are applied, arrears need to be collected, errors need to be corrected or when clients are released.Raising and maintaining log of all ad-hoc orders for AST file checks, additional services and one-off software orders every month. Assisting Finance with their invoice reconciliations any direct debit amendmentsDrawing up the Select contract after package reviewsFielding simple Select firm queries via email and phone calls.

Leeds, England, United Kingdom

Carrying out appropriate research upon receipt of a complaint, establishing responsibility, ownership, and particulars of the case. Resolving simple complaints and duly identifying to which party complaints need to be delegatedUsing internal operating programmes such as Officenet, ARRM, CRM, Advantage, internal spreadsheets and public registers such as the FCA register, CreditSafe and Companies HouseIssuing written notifications/acknowledgements to advisers, clients and product providers in line with regulatory requirements, ensuring clarity, consistency and accuracy in all written communicationRequesting information and answering adviser and client queries over telephone, email and post. All phone calls were directed to the administration team as first point of call, to determine if we could answer the query, streamlining the process for the case officers Managing and prioritising a heavy task load and following a diarised system of chasing and collating information into case filesParticipating in weekly clinics and working as part of a team to meet strict deadlines and achieve targets. Assisting with monthly reports to the Financial Conduct Authority, adhering to agreed SLAsIdentifying underlying trends in issues leading to complaints. Actively reviewing, updating and amending internal procedures early in order to prevent future problems arising Daily monitoring of databases and spreadsheets, ensuring efficiency in the team’s data entry. I assisted the team to undertake a data cleanse of over 6500 recordsProviding administrative training and monitoring new starters and colleagues from other teams

Hull, United Kingdom

Hull, United Kingdom

Diploma Of Higher Education, Biology, General

A Levels, Biology, Psychology, History, General Studies, Psychology: A, General Studies: A, Biology: B, As History: C