Shane Cashin
Head of Client Services at AJ Bell- Claim this Profile
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Topline Score
Bio
Credentials
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Best Companies 3 Star Accredited Manager
Best CompaniesSep, 2022- Nov, 2024
Experience
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AJ Bell
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United Kingdom
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Financial Services
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700 & Above Employee
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Head of Client Services
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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
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Service and Complaints Manager
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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.
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Complaints Co-ordinator
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Mar 2011 - May 2012
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Santander
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Spain
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Banking
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700 & Above Employee
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Personal Banker
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Mar 2006 - Mar 2011
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