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Chrissy Williams

Chrissy williams

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  • Timeline

  • About me

    Department Manager, Head office

  • Education

    • University of westminster

      2011 - 2014
      Bsc finance with management

      Skills learnt:• Competence to professional body standards in financial planning and budget control techniques;• Excellent working knowledge of live financial and statistical packages. E.g. FAME, Thomson Datastream and Bloomberg;• Ability to communicate researched findings in writing;• Competence in all Microsoft Office packages.Modules studied in final year (including optional subjects): 1) Financial Markets & Institutional Investment Management;2)… Show more Skills learnt:• Competence to professional body standards in financial planning and budget control techniques;• Excellent working knowledge of live financial and statistical packages. E.g. FAME, Thomson Datastream and Bloomberg;• Ability to communicate researched findings in writing;• Competence in all Microsoft Office packages.Modules studied in final year (including optional subjects): 1) Financial Markets & Institutional Investment Management;2) Advanced Financial Management;3) Personal Finance;4) Financial Securities Valuation;5) Risk Management & International Finance;6) Banking & Legal Compliance;7) Corporate Governance & Regulation;8) Development Economics;9) Strategic Perspectives.10) Business Research & Professional Practice. Show less

  • Experience

    • Adecco uk ltd

      Jun 2006 - Sept 2007
      Administrator

      Short-term administrative roles:• Human resources administrator - Filing, Updating systems (Electronic and hardcopy); Chasing CRBs and other essential documents; Assisting with recruitment process; • Training administrator - Arranging and monitoring in-house training; Organising refreshments and Liaising with other training providers; Business support to Heads of Service; Minute-taking for business meetings.

    • Cafcass

      Jan 2007 - Aug 2010
      Business support administrator (finance)

      • Data entry and handling sensitive information: Inputting Case informationthat included risk assessments, diversity information and other confidentialdata;• Using Microsoft Office packages: Microsoft word used for day-to-daytasks, such as letter writing and processing reports;• Updating internal and financial databases. E.g CaseManagement System (CMS), CRM & eBIS;• Support to Service managers and other professionals;• Diary and Contract management - Arranging appointments throughMicrosoft Outlook on the behalf of Service Managers; Preparing Statisticalreports for Quarterly review, as well as other necessary data as requestedby Service Manager;• Liaising with courts and other external agencies• Processing invoices for services rendered: Paying self-employedcontractors, interpreters fees and office supplies. Raising purchase ordersand estimating budgets for services for new financial year. Show less

    • Tesco plc

      Sept 2014 - Oct 2016
      Customer service

      • Delivering customer service: Building relationships with customers; Assisting customers with their requirements in a pleasant and professional manner;• Working as part of a team to ensure smooth running of tasks;• Stock management;• Audit preparation and interpreting variances of results.

    • Office angels

      Nov 2016 - Jan 2017
      Receptionist/ administrator

      Administration for Travel agency

    • Pensionbee

      Feb 2017 - Jan 2022

      Responsibilities:Onboarding: Dealing with account opening electronically on a daily basis using Salesforce; ensuring all checks are completed eg authorisation from client, KYC and AML;Relationship management: Developing relationships through excellent customer service; Produce high quality communication to clients;Communicating with customers using email, Zendesk and Live/Web chat;Improving and challenging processes or procedures;Provide investment valuations and statements;Manage any incoming complaints quickly and efficiently ensuring that the customers concerns are resolved;Educate customers on company’s products. Show less

      • Senior Team Lead

        Jan 2021 - Jan 2022

      • Team Leader

        Oct 2018 - Jan 2022

      • Customer Success Manager (Account Management)

        Feb 2017 - Jan 2022

    • John lewis & partners

      Jan 2022 - Aug 2024
      Department manager pension operations

    • Wtw

      Aug 2024 - now
      Lead associate - pensions team lead

  • Licenses & Certifications

    • 'facing the unthinkable - safeguarding children and adults at risk training

      Churches child protection advisory service (ccpas)

    • Prince2® foundation and practitioner certification training

      The knowledge academy