United Kingdom
As part of acquisition of Stonehage Fleming
Involved in all technical aspects of private client planning. Motivated to seek out solutions and solve problems to achieve clients financial outcomes. • Responsible for all forms of internal and external business processing including pension and ISA transfers, fund switches and encashments. • Successfully managed and integrated over 50 new clients through a revised and more efficient client management system, whilst ensuring all existing client queries were dealt with methodically and in a timely manner. • Developed an in-depth knowledge of the business processing systems including Salesforce, in order to organise and prioritise a multitude of client requests and work efficiently under pressure. • Created a unique client preferences questionnaire for new and existing clients to raise awareness of client’s communication preferences, social hobbies and long-term goals. This successfully enabled client specific targeting of news bulletins and concierge events, to create a value-added service. • Provided optimal assistance to the partner to prepare financial review agendas and where appropriate liase with internal administration teams and paraplanners to ensure accurate and detailed planning.