Daniel Jerome
Brentwood,Essex
Summary
A highly motivated and detail-oriented banking professional with a strong background in client data operations, account management, and regulatory compliance. Experienced in overseeing client onboarding, helping manage operational workflows, and ensuring data accuracy to support front-office efficiency. Adept at handling complex queries, maintaining SLA commitments, and improving internal processes to optimize performance. Skilled in balancing multiple responsibilities, liaising with key stakeholders, and contributing to process enhancements. Seeking to step into a senior role within Client Data & Document Control to leverage my experience in process management, stakeholder engagement, and continuous improvement initiatives.
Overview
3
3
years of professional experience
2022
2022
years of post-secondary education
Work history
Client Data Operations Assistant
Arbuthnot Latham
London
07.2023 - 03.2025
- Oversee client onboarding and document control tasks, managing various BAU queues, VC in-trays, and inbox requests while ensuring all activities meet established milestones and SLAs
- Maintain strong diary management to effectively prioritize tasks, balance multiple responsibilities, and support front-office requests
- Act as a key liaison between internal teams, providing front-office and back-office support for complex queries, urgent onboarding requests, and operational requirements
- Ensure data integrity by maintaining accurate and up-to-date client records, improving overall operational efficiency
- Support the implementation of system enhancements by participating in Salesforce testing and process improvement initiatives
- Contribute to the development and review of new and existing processes to enhance operational performance and efficiency in adherence to compliance guidelines
- Supported the training and onboarding of new team members, sharing triage knowledge and ensuring continuity of operations during absences
- Took on additional responsibilities in the absence of senior team and management trip, effectively delegating and managing tasks to ensure seamless workflow and timely completion of key activities
- Identified inefficiencies in front-office and back-office processes, escalating friction points to senior management to drive improvements and enhance operational efficiency
Retail Sales Assistant
Sainsbury's
Brentwood, Essex
11.2022 - 07.2023
- Ensured product availability and stock replenishment to enhance the customer shopping experience
- Assisted customers with inquiries, providing product recommendations to improve sales
- Processed deliveries efficiently while maintaining store organization and presentation
Telesales Agent (Temporary Contract)
Charter and May
London
09.2022 - 11.2022
- Contacted prospective clients to promote services and establish lasting business relationships
- Maintained and updated CRM databases with accurate customer details and interactions
- Met sales targets by effectively managing client calls and delivering high-quality service
Education
A-Levels - Economics (C), Accountancy (C), Mathematics (D)
Brentwood County High School
Brentwood, EssexGCSEs - Mathematics (7), Geography (7), English Literature (6), English Language (6), Computer Science (6), Business (6), Chemistry (6), Physics (6), Biology (5)
Brentwood County High School
Brentwood, EssexSkills
- Strong communication
- Collaboration
- Attention to detail
- Accuracy in banking processes
- Proficient in Microsoft Office
- Proficiency in CRM, Flexcube, BACS & Excel
- Decision making
- Team Work Coordination
- Operational Efficiency
- Problem Solving & Initiative
Timeline
Client Data Operations Assistant
Arbuthnot Latham
07.2023 - 03.2025
Retail Sales Assistant
Sainsbury's
11.2022 - 07.2023
Telesales Agent (Temporary Contract)
Charter and May
09.2022 - 11.2022
GCSEs - Mathematics (7), Geography (7), English Literature (6), English Language (6), Computer Science (6), Business (6), Chemistry (6), Physics (6), Biology (5)
Brentwood County High School
A-Levels - Economics (C), Accountancy (C), Mathematics (D)
Brentwood County High School
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