Experience

efa
• Luxembourg
• Financial Services
• 200 - 300 Employee
• Senior Client Relationship Manager

  • Jun 2023 - Present


Arendt Services S.A.

• Luxembourg
• Accounting
• 100 - 200 Employee

• Senior Manager CRM

  • Oct 2020 - Jun 2023

  In charge of managing and coaching a team responsible for preparing sales proposition, drafting service agreement and initiating the on-boarding of new clients Review and negotiate complex offers, fees proposals as well as services agreements Working with Senior Management and reporting of client statistics Ensure day to day and strategic solutions to serve clients and develop client portfolio In charge of managing and coaching a team responsible for preparing sales proposition, drafting service agreement and initiating the on-boarding of new clients Review and negotiate complex offers, fees proposals as well as services agreements Working with Senior Management and reporting of client statistics Ensure day to day and strategic solutions to serve clients and develop client portfolio



Ocorian

• Jersey
• Financial Services
• 700 & Above Employee

• Head of Client Services

  • Aug 2019 - Sep 2020

  Coordinate operational relationship with clients Initiating contact and driving sales towards potential new partnerships First point of contact for any escalation with clients and taking ownership in order to resolve any issues Supervising the day to day activity of the Client Services team and TA team Establish efficient and effective processes across all Teams to ensure smooth operation Monthly review of the billing, time spent and analyze of the WIP Participation to client board meetings and shareholders meetings Monthly review of internal procedures and controls Show less



Aztec Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Relationship Manager

  • Dec 2017 - Jul 2019

  Act as first point of contact for a limited number of fund structures Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships Attend and minute client board meetings and shareholders meetings Supervise and assist in the training and development of staff Leading appraisal and performance process of team members Assist with billing information for clients including analysis Act as first point of contact for a limited number of fund structures Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships Attend and minute client board meetings and shareholders meetings Supervise and assist in the training and development of staff Leading appraisal and performance process of team members Assist with billing information for clients including analysis



SS&C GlobeOp

• United Kingdom
• Financial Services
• 700 & Above Employee

• Associate Manager

  • Oct 2015 - Nov 2017

  Supervision of all operational activities carried out by the administrators within the Investor Services Department Ensure continued timing delivery of high quality service to clients and other departments Onboarding of new clients Act as main point of contact to the client in relation to any SLA issues Develop and implement new procedures within the Investor Services Department Supervision of all operational activities carried out by the administrators within the Investor Services Department Ensure continued timing delivery of high quality service to clients and other departments Onboarding of new clients Act as main point of contact to the client in relation to any SLA issues Develop and implement new procedures within the Investor Services Department



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• Supervisor – Associate (Real Estate Transfer Agency)

  • Mar 2007 - Sep 2015

  In charge of production and control of TA real estate activities (capital call, distribution, redemption) RFP presentation to client Produce the monthly billing reporting for all the real estate funds Review of PPM for the launch of new funds Produce monthly and quarterly KPI AML/KYC monitoring of client data – ensure adherence with established policies and procedures Responsible for maintaining the update of customer services standards In charge of production and control of TA real estate activities (capital call, distribution, redemption) RFP presentation to client Produce the monthly billing reporting for all the real estate funds Review of PPM for the launch of new funds Produce monthly and quarterly KPI AML/KYC monitoring of client data – ensure adherence with established policies and procedures Responsible for maintaining the update of customer services standards



State Street

• United States
• Financial Services
• 700 & Above Employee

• Senior Transfer Agent (Shareholder Service)

  • Jul 2005 - Feb 2007

  Processor and controller of daily transactions. In charge of funds and OEIC conversion. Supervising the dealing team in IFDS Toronto for two month during the repatriation of one fund. Participation to several testings and TA system upgrade. Processor and controller of daily transactions. In charge of funds and OEIC conversion. Supervising the dealing team in IFDS Toronto for two month during the repatriation of one fund. Participation to several testings and TA system upgrade.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Cash Specialist (Tax department)

  • Jul 2001 - Jul 2005

  Responsible of cash transfer on Nostro account for several European markets, and for orders and checks of Forex. Taking care of various daily controls and verifications of fund transfer. Responsible of cash transfer on Nostro account for several European markets, and for orders and checks of Forex. Taking care of various daily controls and verifications of fund transfer.