Emma Forrester
Senior Case Manager at St. James's Place Wealth Management – Asia- Claim this Profile
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Topline Score
Bio
Credentials
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Customer service - communication
The Institute of Customer ServiceJul, 2016- Nov, 2024
Experience
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St. James's Place – Asia & Middle East
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Singapore
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Financial Services
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300 - 400 Employee
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Senior Case Manager
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Jan 2014 - Present
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Reconciliations Administrator
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Nov 2005 - Jun 2013
•To provide a senior level of administration service to Client’s of the Company, Colleagues and Management Team, taking ownership and responsibility for assigned tasks, ensuring deadlines and service level standards are achieved. •Process daily tasks within client SLAs and regulatory requirements •Process tasks accurately and timely •Handle queries received in a timely manner, escalating where necessary •Ensure all quality control checks are administered and relevant checklists fully completed •Complete reports in respect of errors, breaches and write offs accurately within agreed timescales •Assist with ad hoc tasks as and when required •Ensure that all regulatory requirements are understood and adhered to and that all regulatory training is completed in line with company policy Show less
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Halifax
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Banking
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700 & Above Employee
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Cashier
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Jan 2005 - Nov 2005
I was a Bank Cashier in a small local Branch. This was a public facing role. My main duties included to complete withdrawals and pay money into accounts. Adhoc duties included updating customer details, completing Telegraphic transfers, maintaining the ATM Machines, completing the safe audits. I was also required to achieve lead generations for the Personal Bankers within the Branch I was a Bank Cashier in a small local Branch. This was a public facing role. My main duties included to complete withdrawals and pay money into accounts. Adhoc duties included updating customer details, completing Telegraphic transfers, maintaining the ATM Machines, completing the safe audits. I was also required to achieve lead generations for the Personal Bankers within the Branch
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Zurich Insurance
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Switzerland
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Insurance
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700 & Above Employee
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Customer Service Advisor
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Jan 2001 - Jan 2005
I worked in a inbound contact centre, speaking to on average 100 customer per day. I would answer enquiries relating to different types of life insurance products. I was crossed trained to provide contingency for the servicing team, I would action change of address requests, complete Agent changes, cancel policys and respond to any general equiries. I worked in a inbound contact centre, speaking to on average 100 customer per day. I would answer enquiries relating to different types of life insurance products. I was crossed trained to provide contingency for the servicing team, I would action change of address requests, complete Agent changes, cancel policys and respond to any general equiries.
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Sainsbury's
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United Kingdom
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Retail
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700 & Above Employee
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Stock Controller
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Aug 1999 - Dec 2000
Stock Controller Stock Controller
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Education
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Swindon College
AAT Level 3, Accountancy -
Swindon college
AAT LEVEL 2 -
Securities & Investment Institute
Investment Administration Qualifaction, Passed -
Dorcan Secondary School
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Swindon College
AAT LEVEL 4