Christina Fraser

Experience

• 

  Matalan

  Sept 2013 - Oct 2015

  My role included processing till reconciliations, daily paperwork and data entry into the companies online system in a limited time-frame. Preparing the float for the tills, ensuring the correct amount is placed in each till and there is sufficient spare change in the safe and access is granted to the customer service supervisor on shift. Other duties may include getting the appropriate signatures needed by management to bank all monies, writ ingcheques and dealing with G4S officers, checking their ID's before handing over any money. Show less Assigning roles to all members of staff and ensuring the tills are working correctly.Dealing with customer compliments/complaints,Making sure as a team, we are hitting personal and company targets,Restocking the shop floor and putting up correct company promotions.Politely assisted customers in person and on the telephone. Recommend, selected and helped locate and obtain out-of-stock product based on customer requests.Answering product questions with up-to-date knowledge of sales and store promotions. Show less

  • Administration Assistant/Cash Administrator

    Nov 2014 - Oct 2015

  • Sales Assistant/Customer Service Supervisor

    Sept 2013 - Oct 2015
• 

  MULBROOK LIMITED

  Oct 2015 - Mar 2018

  Manager

  Answering and managing incoming and outgoing calls, mainly from head office, while recording accurate messages. Resolving customer complaints quickly and effectively. Greeting customers entering the shop, providing a good customer experience to generate a loyal clientele, usually done by giving refreshments ad information they may require. Responsibly opening and closing the premises, ensuring that the shop is ready for opening the next day. Completing daily paperwork responsibilities and making sure all monies are accounted for, as the day-to-day business includes large amounts of cash. Keeping up to date with BACTA training and any changes set out by the gambling commission to ensure everything is compliant when on duty. Show less

• 

  SS&C Technologies

  Apr 2018 - Dec 2020

  Senior Associate

  Working with clients and IFA's on behalf of investment firms such as M&G, JP Morgan, Fundsmith, Vanguard, Schroders, etc. I provide support with any queries and I'm usually the first point of contact a client or an IFA would have. My day-to-day role ranges from enquiries, such as providing the correct value of an investment to dealing needs, like placing investments, switches, conversions and withdrawals from an ISA/JISA/Investment Trust/OEIC.Internally, I'm part of a committee which is representative of different areas of the business, and through me, my peers will voice their concerns which I then take forward to my director to discuss, as a group or one-on-one, what can be done to eliminate said concerns. I'm also part of another group aimed to keeping everyone engaged and motivated. Some examples would be to decorate the office, or to send out a quiz once in a while, or even as simple as celebrating someone's birthday. Show less

• 

  Virtual PA Services

  Dec 2020 - Dec 2022

  Financial Services Administrator

  Personal Assistant to multiple St. James’s Place Wealth Management partners. My role includes, but not limited to: • Processing business, i.e. ISA/UT/Pension/IB/IIB (including transfers) etc.• Keeping CTRs up to date, incl. Salesforce• Meeting preparation (incl. Client Review Packs)• Writing non-advice related Suitability Update Letters, incl. Post review letters.• Data entry onto multiple systems, i.e. Salesforce, Excel etc.• Client contact• Scheduling Meetings • Proactively solving issues and using my initiative to ensure the smooth running of the practice. • Supporting the Partner/Practice with any queries. I take pride in ensuring my knowledge it up to date, but I’m not afraid to ask for help when needed. This role requires me to be on the top of my game everyday, a simple mistake can cost the partner/practice/client a lot of money. Show less

• 

  Westminster Wealth Management

  Jan 2023 - now

  Client Account Manager