
Timeline
About me
Relationship Manager at Funds-Axis Limited
Education

Ulster university
2011 - 2014Sociology with criminology social sciences 2:1
Experience

Barista coffee house
Apr 2011 - Jan 2015Team supervisorManaged a team of 10-15 employees in day to day operations.Stock taking and money management on tills. Key holder for premises and checking on premises before closure. Input on staff rotas and ensuring staff cover is in place, when required. Organising staff and social events throughout the year.

Concentrix
Jan 2015 - Mar 2019Sales team leaderManaged a team of up to 25 employees within B2C and B2B sales in telecommunications.Tracking KPIs on an employee and team level and presenting on a weekly and monthly basis to internal management and clients.Coaching and training of team members on a weekly or monthly basis. Complying with audit requests and supplying relevant materials.General HR management of team - RTW, investigations & disciplinaries, performance improvement plans. Additional duties within recruitment - interviews conducted with external candidates and feedback provided.Mental Health First Aid training and Suicide Awareness completed. Show less

Citi
Apr 2019 - Mar 2023Fx operations analystManaging and processing FX transactions for 100+ clients per day. Daily/weekly/monthly reporting KPIs.Client service & liaising with relationship management team directly.Training of junior staff members.Completing team rota, when required to do so.End of day checks in line with requirements from the organisation. Note taking at various meeting, including BAU team meetings and monthly project meetings.

Funds-axis limited
Mar 2023 - nowRelationship managerManaging a portfolio of 70+ clients.Liaising regularly with internal stakeholders and holding meetings for client updates.Tracking and reporting SLA statistics to external clients and internal stakeholders.Regular client check ins and in-person client visits across the UK.Escalation of aged issues or urgent issues across the business and seeing through to completion. First contact for any new sales or upselling enquiries. Providing demos of platforms within HighWire system.First contact point for all client queries.Assisting with invoicing queries from internal Finance team and clients.Soft Skills training across the company with various teams and 121 sessions with employees, when required.Member of the Social Committee and Charity Committee - organising social events and charity events when required.Circle Leader for Funds-Axis Lean In. Show less
Licenses & Certifications
- View certificate

Asset allocation in investment - advanced level money & business course
The open universityOct 2024
Volunteer Experience
Family Connections Volunteer
Issued by Barnardo's on Jan 2011
Associated with Jessica BeckettCoaching Assistant
Issued by Athletics NI on Jan 2015
Associated with Jessica Beckett
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