Adam Baker

Tax Manager at Multrees Investor Services
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Contact Information
us****@****om
(386) 825-5501
Location
Edinburgh, Scotland, United Kingdom, UK

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Experience

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Tax Manager
      • Feb 2023 - Present

    • Wealth Management Consultant
      • Oct 2022 - Feb 2023

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Consultant
      • Aug 2022 - Sep 2022

    • Head of Client Services
      • Feb 2021 - Aug 2022

    • Wealth Management Consultant
      • Feb 2020 - Jan 2021

    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Head of Asset Services
      • Oct 2017 - Jul 2019

      Responsible for the asset services team within Platform Operations and the performance of asset servicing with our administration team, ensuring Nucleus service standards meet the needs of financial advisers and clients.

    • Client Relations Director
      • Feb 2015 - Oct 2017

      Responsible for the client relations team and the performance of the client servicing with our administration team, ensuring Nucleus service standards meet the needs of financial advisers and clients.

    • United Kingdom
    • Financial Services
    • 200 - 300 Employee
    • Head of Client Operations
      • Nov 2006 - Jan 2015

      Managing and developing the Client Operations area to ensure that the operations staff deliver a high quality service to the clients of Transact.

    • Client Operations Manager
      • Aug 2005 - Nov 2006

    • Regional Client Operations Manager
      • May 2004 - Jul 2005

    • Client Services Manager
      • Mar 2002 - May 2004

    • Transfers Administrator
      • Sep 2001 - Mar 2002

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Dematerialisation Clerk
      • Sep 2000 - Aug 2001

Community

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