Experience

Baillie Gifford

• United Kingdom
• Financial Services
• 700 & Above Employee

• Fund Dealing Administrator

  • Oct 2020 - Present



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Global Dealing Analyst

  • Jul 2018 - Oct 2020



Kames Capital

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Transfer Agency & CASS Oversight Analyst

  • Mar 2018 - Jun 2018



First State Investments

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Client Service Officer

  • Feb 2016 - Dec 2017

  • respond to inbound email queries from private clients, agents, distributors, IFA’s and internal teams • support the sales team with fund queries, and sending documents to clients • inbound telephony contact for client queries and requests • respond to any email queries that are received from clients and other teams within the business • be a point of contact for our transfer agent to escalate any queries / concerns to • provide oversight and support to our transfer agent to ensure they are fulfilling our service expectations • oversee our transfer agents complaint handling process, ensure any responses meet with our expected standard and keep complaint records fully documented and up to date • complete fund spreadsheet data requests from distributors • upload client records on Salesforce and ensure records are kept up to date Show less



Stocktrade

• Market Dealer

  • Dec 2011 - Dec 2015

  I was promoted to the position of Market Dealer after successfully completing my IOC and Certificate In Investments (Securities) exams. ​● handling share dealing calls within the dealing team● high volume trading of liquid equities via RSP links● voice trading with the market on less liquid or larger orders● placing orders in overseas stock, Eurobonds, ETFs and Unit Trusts● placing client orders received by fax, letter and email● producing client valuations● dealing with client account queries● dealing with any disputes / complaints received at first point of contact● taking corporate action orders from clients● arranging cash transfers at clients request● building relationships with market makers● providing excellent customer service to clients at all times● training and assisting new members of the team Show less

• Sharedealer

  • Jun 2009 - Dec 2011

  ● handling share dealing calls within the dealing team● high volume trading of liquid equities via RSP links● placing client orders received by fax, letter and email● producing client valuations● dealing with client account queries● dealing with any disputes / complaints received at first point of contact● taking corporate action orders from clients● arranging cash transfers at clients request



Bank of Scotland

• United Kingdom
• Banking
• 700 & Above Employee

• Collector

  • Aug 2004 - Jun 2009