Experience

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  James hay partnership

  Apr 2003 - Jan 2017

  Account executive

  Responsible for building and maintaining account relationships with IFAs, clients and other third parties whilst acting as designated point of contact for a portfolio of IFAs. My main responsibilities included:Processing investment instructions accurately and within agreed time scales, paying attention to the sensitive nature of market movements.Training and mentoring for junior colleagues, including goal oriented development plans and reporting to line managers. Answering complex queries and build confidence interacting professionally with clients and IFA’s as well as effectively managing their expectations.Ensuring team targets are met, providing constructive suggestions to ensure team performance consistently improves.Responsible for monitoring processes and procedures to ensure accuracy and improve efficiency where possible. Organised and managed financial data across a number of internal systems, enabling customers to keep up to date with their pension plans. Show less

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  Optibac probiotics

  Mar 2017 - Sept 2020

  Trade customer care & telesales

  The overall aim of the Trade Customer Care Telesales Team is to maintain and build upon existing trade accounts, whilst identifying areas of improvement and development.Develop a healthy working relationship with our Road Reps who visit stores, supporting them while they’re in the field.Demonstrate driven, hardworking and self-motivated attitude.Continually demonstrate confidentiality, discretion and dependability .Appreciation for the value of joining a close-knit, family-run, growing business. Show less

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  Coinbase

  Dec 2020 - now

  • Process Specialist

    Aug 2023 - now

  • People Operations Associate Generalist

    Feb 2022 - Sept 2023

  • People Operations Coordinator

    Dec 2020 - Feb 2022