Experience

Janine Edwards Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Wealth Management Associate

  • Apr 2023 - Present

  • Provide administrative support to the Partners to ensure that the partnerships between the Partners and clients can be optimised. • Assist with the daily operation of the office to ensure that clients expectations are exceeded and that they are always updated and understood. • Providing pre and post-sales support to the advisors and clients. • Experience with VCT’s, EIS, Life Cover, Pensions, ISA’s, IB’s, RA’s, UT’s, Wills, FCA, GDPR. • Support clients and advisors by researching… Show more • Provide administrative support to the Partners to ensure that the partnerships between the Partners and clients can be optimised. • Assist with the daily operation of the office to ensure that clients expectations are exceeded and that they are always updated and understood. • Providing pre and post-sales support to the advisors and clients. • Experience with VCT’s, EIS, Life Cover, Pensions, ISA’s, IB’s, RA’s, UT’s, Wills, FCA, GDPR. • Support clients and advisors by researching and analysing clients’ requirements. • Providing regular reports to clients and advisors. • Research and analyse financial products to meet and exceed client requirements. • Compile client meeting files. • Deal effectively with client and advisor queries within the agreed SLA. • Provide client and advisor support with regards to valuations, withdrawals, deceased clients, change of address, change in circumstances, pension sharing, switch letters, Trusts etc. • Maintain accurate client records. • Dictation and meeting notes. • Gold status on St. James’s Place internal training programme ( working towards Platinum Status)

• Client Support Specialist

  • Feb 2022 - Present



Access Hardware Ltd

• United Kingdom
• Building Materials
• 1 - 100 Employee

• Customer Service Advisor

  • Jan 2021 - Mar 2022



Sitel Group

• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Customer Service Advisor

  • Dec 2020 - Jan 2021

  Part of the track and trace team informing the public about self isolation and offering guidance about Covid-19 Part of the track and trace team informing the public about self isolation and offering guidance about Covid-19



Reed & Mackay

• United Kingdom
• Travel Arrangements
• 500 - 600 Employee

• Client Services Coordinator

  • Jan 2020 - Jul 2020

  Actioned and resolved telephone and email queries promptly, professionally and inline with the customer expectations and service level agreement using exceptional communication skills. Updated CRM and HR systems. Met and exceeded strict deadlines in a fast paced pressurised working environment. Actioned and resolved telephone and email queries promptly, professionally and inline with the customer expectations and service level agreement using exceptional communication skills. Updated CRM and HR systems. Met and exceeded strict deadlines in a fast paced pressurised working environment.



American Express Global Business Travel

• United States
• Travel Arrangements
• 700 & Above Employee

• Client Relationship Manager

  • Jun 2016 - Aug 2019

  Responsible for managing a large portfolio of international clients with a focus on the client relationship and delivery of value add propositions with sound financial knowledge. Dedicated towards achieving highest profitability results by identifying growth opportunities. Achievements included client retention, client profitability and business growth. New business presentations and operational support. Knowledge and understanding of HR processes and… Show more Responsible for managing a large portfolio of international clients with a focus on the client relationship and delivery of value add propositions with sound financial knowledge. Dedicated towards achieving highest profitability results by identifying growth opportunities. Achievements included client retention, client profitability and business growth. New business presentations and operational support. Knowledge and understanding of HR processes and procedures. The ability to offer technology solutions to the clients. Business acumen and understanding of the client industry shifts and peer benchmarking. Ensuring client files are kept up to date and current as well as an understanding of their travel policy. Ensuring profitability and the understanding thereof due to financial knowledge and industry knowledge. Strategic sourcing of suppliers for leverage for global and local supplier programmes to consolidate spend and improve pricing. Ability to understand client management reports and presenting business reviews to the financial management team. Responsible for all client contact and successful conflict resolution . Analysed client profitability and created opportunities for additional revenue. Understanding of fee models and service level agreements. Project management skills. Enforcing and training of staff on client compliance ( GDPR) and protection of sensitive information. Show less Responsible for managing a large portfolio of international clients with a focus on the client relationship and delivery of value add propositions with sound financial knowledge. Dedicated towards achieving highest profitability results by identifying growth opportunities. Achievements included client retention, client profitability and business growth. New business presentations and operational support. Knowledge and understanding of HR processes and… Show more Responsible for managing a large portfolio of international clients with a focus on the client relationship and delivery of value add propositions with sound financial knowledge. Dedicated towards achieving highest profitability results by identifying growth opportunities. Achievements included client retention, client profitability and business growth. New business presentations and operational support. Knowledge and understanding of HR processes and procedures. The ability to offer technology solutions to the clients. Business acumen and understanding of the client industry shifts and peer benchmarking. Ensuring client files are kept up to date and current as well as an understanding of their travel policy. Ensuring profitability and the understanding thereof due to financial knowledge and industry knowledge. Strategic sourcing of suppliers for leverage for global and local supplier programmes to consolidate spend and improve pricing. Ability to understand client management reports and presenting business reviews to the financial management team. Responsible for all client contact and successful conflict resolution . Analysed client profitability and created opportunities for additional revenue. Understanding of fee models and service level agreements. Project management skills. Enforcing and training of staff on client compliance ( GDPR) and protection of sensitive information. Show less



Sure Travel (Pty) Ltd

• South Africa
• Travel Arrangements
• 1 - 100 Employee

• Client Manager/Business Development Manager

  • Jun 2012 - May 2016

  End to end sales cycle including sourcing and qualifying leads, meeting with prospective clients, RFP and understanding their industry and needs. Presentations and negotiations and implementing new clients. Responsible for building and managing existing clients and looking for savings opportunities as well as to grow existing business. Analysed and presented business reviews and cost savings suggestions. Supplier negotiations to create leverage with price… Show more End to end sales cycle including sourcing and qualifying leads, meeting with prospective clients, RFP and understanding their industry and needs. Presentations and negotiations and implementing new clients. Responsible for building and managing existing clients and looking for savings opportunities as well as to grow existing business. Analysed and presented business reviews and cost savings suggestions. Supplier negotiations to create leverage with price negotiations and strategic sourcing Able to work to strict deadlines in a fast paced pressurised working environment. Confident communicator at all levels. Show less End to end sales cycle including sourcing and qualifying leads, meeting with prospective clients, RFP and understanding their industry and needs. Presentations and negotiations and implementing new clients. Responsible for building and managing existing clients and looking for savings opportunities as well as to grow existing business. Analysed and presented business reviews and cost savings suggestions. Supplier negotiations to create leverage with price… Show more End to end sales cycle including sourcing and qualifying leads, meeting with prospective clients, RFP and understanding their industry and needs. Presentations and negotiations and implementing new clients. Responsible for building and managing existing clients and looking for savings opportunities as well as to grow existing business. Analysed and presented business reviews and cost savings suggestions. Supplier negotiations to create leverage with price negotiations and strategic sourcing Able to work to strict deadlines in a fast paced pressurised working environment. Confident communicator at all levels. Show less