Antony Phillips
Rayleigh,Essex
Summary
Experienced Associate with over 15 years experience in financial services and client services, exceptional planning and prioritisation abilities for responsive, accurate administration support. Aids positive, productive office teamwork through good communication and collaboration.
Demonstrable experience of providing first class service, working with high-value clients, balancing priorities between organisation, customer and client. Proven ability to work in a diverse range of environments,
Overview
20
20
years of professional experience
Work History
Senior Dealing Services Associate
SS&C Financial Services Ltd
Basildon, Essex
11.2021 - 11.2023
- Provided oversight support and regular communication with offshore counterparts and liaised directly to ensure all deadlines were met.
- Independently resolved issues with resourceful research and critical thinking,
- Processed 80 trade instructions for global clients in multiple products including ISA's, OEIC's, PAIF and Investment Trusts.
- Partnered with management to implement processes and complete bespoke projects.
- Generated reports to inform management and aid in senior decision-making.
- Consistently exceeded service metrics through top-quality customer care.
- Resolved conflicts and defused stressful situations with emotional intelligence.
KYC Onboarding Analyst
Starling Bank
London
09.2019 - 12.2019
- Utilised Know Your Client Expertise garnered throughout career to determine viability and risk of 150 plus personal account applicants for innovative, digital banking organisation, using database sources such as SIRA and CIFAS.
- Identified and escalated high-risk applications, including PEP's (Politically Exposed Persons) and positive sanction matches.
- Prepared comprehensive analyses and implemented reports for management to inform strategic decision-making.
- Assisted with continuous improvement initiatives, applying data findings to address underperforming areas.
Senior Shareholder Services Representative
Brown Brothers Harriman
Luxembourg
10.2018 - 01.2019
- Managed service of over 50 shareholders, before, during and after account onboarding and application process
- Coordinated and reviewed task requirements from incoming clients and investors, setting up initial relationship between organisation and applicants.
- Proactively followed up on unplaced deals, set expectations professionally, but affably in accordance with agreed cut-offs and service level agreements.
- Facilitated expertise to diligently oversee special processing situations, ensuring all special conditions applied seamlessly
- Maintained expert product knowledge for persuasive, reliable customer guidance.
Client and Shareholder Services Officer
Victor Buck Services
Luxembourg
09.2011 - 04.2018
- Ownership of several pre-defined clients including IFDS, State Street Bank, Citibank and Northern Trust, serving as first point of contact .
- Automated tasks to increase efficiency and reduce department workload.
- Collaborated with diverse teams to gather and document precise business requirements for alignment with organisational goals
- Coordinated high-volume workflow to complete simultaneous high-value productions and bespoke projects.
- Kept clear, detailed customer records to maximise future sales opportunities.
- Achieved monthly sales and over 98% performance KPIs for improved team success.
- Responded quickly to emergency situations, leading calm and effective negotiations with suspects to diffuse highly charged situations.
Transfer Agency Operations Administrator
Franklin Templeton Investments
Luxembourg
09.2010 - 03.2011
- Oversight of transfer agency operations, expanding knowledge of United Kingdom investment market
- Management of private clients' portfolio activity, providing customer feedback to develop service and reputation
- Reviewed and adjusted all incorrectly placed financial and non-financial deals
- Collaborated with all Transfer Agency departments, ensuring strict Service Level Agreements were met to maintain reputational value and client experience.
- Prepared and implemented reports for compliance and analysis purposes, enabling strategic review and forecasting.
- Planned and delegated strategically to meet changing demands in fast-paced administration settings.
Various Financial Administrator Roles
State Street Bank, International Financial Data Services Limited & Deutsche Bank
Luxembourg / London
04.2004 - 08.2010
- Processed and settled trades and actioned account transfers with follow up confirmations to clients, processing associated daily redemption payments.
- Managed timely response of 50 plus client queries via telephone and in writing
- Supported accurate recordkeeping with frequent reconciliation of corporate accounts and lines of credit.
- Oversaw financial reporting processes, maintaining accuracy and compliance with regulatory standards.
- Conducted variance analysis to identify discrepancies and implement corrective actions.
- Coached and mentored junior staff to maximise finance department capabilities.
Education
GCSEs - 5 passes, including English
The FitzWimarc School
Rayleigh, Essex 04.2001 -
TEFL Qualified - Teaching English as a Foreign Language
Regents College. London
London 04.2001 -
National Vocational Qualification - Customer Service
First Data Recourses Limited
London 04.2001 -
Higher National Diploma - Economics
The FitzWimarc School
Rayleigh, EssexSkills
- Customer Service
- Product knowledge
- Microsoft Office
- Preparing reports
- Office administration
- Microsoft Powerpoint
- Presentation skills
- Data Entry
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Timeline
Senior Dealing Services Associate
SS&C Financial Services Ltd
11.2021 - 11.2023
KYC Onboarding Analyst
Starling Bank
09.2019 - 12.2019
Senior Shareholder Services Representative
Brown Brothers Harriman
10.2018 - 01.2019
Client and Shareholder Services Officer
Victor Buck Services
09.2011 - 04.2018
Transfer Agency Operations Administrator
Franklin Templeton Investments
09.2010 - 03.2011
Various Financial Administrator Roles
State Street Bank, International Financial Data Services Limited & Deutsche Bank
04.2004 - 08.2010
GCSEs - 5 passes, including English
The FitzWimarc School
04.2001 -
TEFL Qualified - Teaching English as a Foreign Language
Regents College. London
04.2001 -
National Vocational Qualification - Customer Service
First Data Recourses Limited
04.2001 -
Higher National Diploma - Economics
The FitzWimarc School
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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