Shane Cashin

Head of Client Services at AJ Bell
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Contact Information
us****@****om
(386) 825-5501
Location
Alderley Edge, England, United Kingdom, UK

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Credentials

  • Best Companies 3 Star Accredited Manager
    Best Companies
    Sep, 2022
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Head of Client Services
      • Nov 2015 - Present

      Responsible for customer servicing and operational departments, including:New BusinessClient ServicingDealing ServicesThird Party/White label AdministrationAdviser Support & Customer Support Teams (Contact Centre)Client RelationsPlatform Adoption (onboarding)Business Services (Institutional custody and administration) Office Management

    • Service and Complaints Manager
      • Jun 2012 - Oct 2015

      Responsible for our Complaints and Quality & Audit departments, across the Group's nine products, (including SIPP, SSAS, ISA & GIA) with c.111,000 clients and assets under administration exceeding £26.1 billion.In addition, responsible for our third party SIPP administration services, providing cradle to grave administration for Barclays Stockbrokers, Halifax and TD.

    • Complaints Co-ordinator
      • Mar 2011 - May 2012

    • Spain
    • Banking
    • 700 & Above Employee
    • Personal Banker
      • Mar 2006 - Mar 2011

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