Client & Operations Analyst

• Oct 2022 - Present

Beauty Buying and Merchandising Assistant

• Jun 2021 - Aug 2022

Dealer

• Mar 2018 - Jun 2021

Transacting share dealing on behalf of clients;Building client relationships;Working as a part of a team to meet deadlines;Ensuring adherence to best execution and fitness and probity;Managing mailboxes where required;Dealing promptly and efficiently with queries;Liaising with internal departments regarding trade settlement, stock transfers and client payments;Keeping up to date with financial markets;Contributing to projects as required.

Client relationship administrator

• Apr 2017 - Mar 2018

Ensuring client data is kept up to date;Meeting clients daily to help them opening an account at execution level;Adhering to the current anti money laundering rules and regulations;Using my own initiative when dealing with any queries that may arise;Liaising with teams all around the business.

Treasury and banking

• May 2016 - Apr 2017

Managing accounts to ensure sufficient funds were available for payments;Making sure all money was posted to correct accounts and money was moved from correct accounts;Dealing with portfolio managers ensuring their client accounts were all up to date and correct;Covered the bank credits role for a period of time.

Client Services

• Jan 2015 - Sep 2015

• Monitor customer’s accounts for non-payments, delayed payments and irregularities. • Communicating with customers via phone and email. • Approaching other floor members about late payments and necessary reversals of payments. • Reporting daily, weekly, monthly. • Attending weekly team meetings and recording minutes. • Monitor customer’s accounts for non-payments, delayed payments and irregularities. • Communicating with customers via phone and email. • Approaching other floor members about late payments and necessary reversals of payments. • Reporting daily, weekly, monthly. • Attending weekly team meetings and recording minutes.