Shared Services Operations supports Global Markets Business across client onboarding, CDD, regulatory documentation and approvals, customer tax withholding and reporting, statement and confirm management, account and product data lifecycle management, and safekeeping client service. Major themes include data quality and stewardship, advancing compliance capabilities, onboarding scalability, automation, business enablement and growth, client service improvements, and vendor… Show more Shared Services Operations supports Global Markets Business across client onboarding, CDD, regulatory documentation and approvals, customer tax withholding and reporting, statement and confirm management, account and product data lifecycle management, and safekeeping client service. Major themes include data quality and stewardship, advancing compliance capabilities, onboarding scalability, automation, business enablement and growth, client service improvements, and vendor management.Approval to Transact: Approval to Transact provides lifecycle support for account regulatory adherence including pre and post trade regulatory due diligence checks, client outreach, quality assurance checks, fraud prevention through standard settlement instruction callbacks, remediation, and regulatory surveillance.Client Data & Onboarding: The group provides end-to-end onboarding and data governance across Client Facilitation, Client Due Diligence, Client Account Setup and Maintenance. Client Services: The team supports regulatory mailing, client service support for customer inquiries, and safekeeping services such as pledging, & third party trading. Data Integrity & Strategy Output Management: The group drives data quality management through data analysis, data expertise, data extracts and reporting, risk framework uplift, and standardization of reporting and analytics. Output Management includes oversight of FINRA regulated confirmations and statements, acting as a liaison between Wells Fargo and third-party vendors to ensure that documents are generated and delivered within SLA. Product Data: The team is responsible for the set up, lifecycle maintenance, and data stewardship of financial products/instrumentsTax Operations: The team ensures that CIB is compliant with the Global Tax Information Reporting Policy and Internal Revenue Service (IRS) regulations for tax form validation and withholding calculations. Show less

Shared Services Operations supports Global Markets Business across client onboarding, CDD, regulatory documentation and approvals, customer tax withholding and reporting, statement and confirm management, account and product data lifecycle management, and safekeeping client service. Major themes include data quality and stewardship, advancing compliance capabilities, onboarding scalability, automation, business enablement and growth, client service improvements, and vendor… Show more Shared Services Operations supports Global Markets Business across client onboarding, CDD, regulatory documentation and approvals, customer tax withholding and reporting, statement and confirm management, account and product data lifecycle management, and safekeeping client service. Major themes include data quality and stewardship, advancing compliance capabilities, onboarding scalability, automation, business enablement and growth, client service improvements, and vendor management.Approval to Transact: Approval to Transact provides lifecycle support for account regulatory adherence including pre and post trade regulatory due diligence checks, client outreach, quality assurance checks, fraud prevention through standard settlement instruction callbacks, remediation, and regulatory surveillance.Client Data & Onboarding: The group provides end-to-end onboarding and data governance across Client Facilitation, Client Due Diligence, Client Account Setup and Maintenance. Client Services: The team supports regulatory mailing, client service support for customer inquiries, and safekeeping services such as pledging, & third party trading. Data Integrity & Strategy Output Management: The group drives data quality management through data analysis, data expertise, data extracts and reporting, risk framework uplift, and standardization of reporting and analytics. Output Management includes oversight of FINRA regulated confirmations and statements, acting as a liaison between Wells Fargo and third-party vendors to ensure that documents are generated and delivered within SLA. Product Data: The team is responsible for the set up, lifecycle maintenance, and data stewardship of financial products/instrumentsTax Operations: The team ensures that CIB is compliant with the Global Tax Information Reporting Policy and Internal Revenue Service (IRS) regulations for tax form validation and withholding calculations. Show less

Deliver superior customer experience, Lead multiple simultaneous projects including systemic and process enhancements, Identify and implement defect reduction opportunities, Improve self- service options for customers, , Lead and develop teams, Annual operating plans, Manage costs and headcount within budget, Maintain internal controls, Deliver Key Performance Indicators. Lead and Participate in Corporate Social Responsibility initiatives, Collaborate… Show more Deliver superior customer experience, Lead multiple simultaneous projects including systemic and process enhancements, Identify and implement defect reduction opportunities, Improve self- service options for customers, , Lead and develop teams, Annual operating plans, Manage costs and headcount within budget, Maintain internal controls, Deliver Key Performance Indicators. Lead and Participate in Corporate Social Responsibility initiatives, Collaborate with HR on Work place Issues management (WIC), Diversity and Inclusion, and improve employee experience through Great Place to Work. Represent CS at Major Incident Management. Show less

User interface development of ERDS, Systems enforced dual controls (FIM ) built on databaseLiaise with 3rd party consulting firms for potential monetization of ERDS and / or outsourcing of work, Licence procurement from industry recognized data vendors (BvD, AVOX, HK registry), Governance and reporting of data cleansing, Service delivery operations, Leading large multicultural teams across geographies, Deliver superior customer experience, Senior stake holder… Show more User interface development of ERDS, Systems enforced dual controls (FIM ) built on databaseLiaise with 3rd party consulting firms for potential monetization of ERDS and / or outsourcing of work, Licence procurement from industry recognized data vendors (BvD, AVOX, HK registry), Governance and reporting of data cleansing, Service delivery operations, Leading large multicultural teams across geographies, Deliver superior customer experience, Senior stake holder management, Annual operating plans, Manage costs and headcount within budget, Maintain internal HSBC control standards, Risk management including 3 lines of defence and business continuity planning. Lead and participate in Corporate Social Responsibility initiatives ( HSBC water program and orphanage), Collaborate with HR and improve employee experience thorough Great Place To Work. Show less

Program management and product development, Gathering Business and I.T user requirement, User Acceptance and Regression testing leading to subsequent release and enhancements for investment Static Data and GCOS SSI and Maintenance ( Pega based workflows). Governance, reporting and Project Management of systems under remit, including prioritization of book of work , Service delivery operations, Leading large multicultural teams across geographies, Transition and… Show more Program management and product development, Gathering Business and I.T user requirement, User Acceptance and Regression testing leading to subsequent release and enhancements for investment Static Data and GCOS SSI and Maintenance ( Pega based workflows). Governance, reporting and Project Management of systems under remit, including prioritization of book of work , Service delivery operations, Leading large multicultural teams across geographies, Transition and offshoring, Deliver superior customer experience, Senior stake holder management, Annual operating plans, Manage costs and headcount within budget, Maintain internal HSBC control and standards and Risk management including 3 lines of defence, business continuity planning, Collaborate with HR on Disciplinary Committee and improve employee experience through Great Place to Work and Corporate Social Responsibility ( HSBC water program) Show less

Brokerage and Audit invoice reconciliation. Customer Relationship Maintenance. User access set up for multiple GB&M trading systems and applications. On-going maintenance, deactivation and reactivation of account and settlement data across various down-stream systems within agreed SLAs.

Multiple business areas serviced including the Channel Islands (HBEU), first direct and Middle East. Day to day operations of managing SLAs across Retail Banking ( Payments, Individual loan processing , Corporate credit card payments, Corporate Salary disbursements) and Voice Authorization Center for cards. Offshoring and migration of processes to offshore centers

Lead a team of 215 Customer Service Representatives with 6 supervisors to control quality , production and maintain service levels for a long distance service provider bases out of the US.

Provided e-mail support for PALM PDAs. Was responsible for ensuring , quality and reviewing the Voice of Customer to further improve our service delivery

Lead Team Comp-U- Learn with 4 Center Managers & 16 counselors to achieve sales targets. Scheduled labs and classes for simultaneous running batches and dedicated faculty.

Sales executive for pagers and SIM cards for HUTCHISON MAX TELECOM and TATA CELLULAR.