
Directed multi-client account as senior administrator, handling claims, trusts, and legal assignments.
Transitioned to Technical Adviser for Zurich account to ensure compliance with regulatory framework.
Conducted root cause analysis to enhance service delivery and adherence for clients.
Compiled comprehensive reports to support informed decision-making.
Facilitated audits and ongoing monitoring to uphold quality standards.
Delivered customer metrics ensuring optimal outcomes at first resolution point.
Identified and addressed training gaps to foster a versatile workforce.
Cultivated positive client relationships to support continuous improvement initiatives.
Financial Services
Regulatory COmpliance
TEam player
Organised and Efficent
Proactive
Friendly and Outfoing
Process Implementation
Microsoft Office
AML Due Diligence
Root Cause Analysis