Jason Jennings
London
Summary
Offering strong analytical and problem-solving capabilities with knack for strategic thinking. Knowledgeable about project management, client relations, and business development. Ready to use and develop communication, leadership, and organisational skills in Client On-boarding Project Manager role.
Overview
17
17
years of professional experience
1997
1997
years of post-secondary education
Work History
Senior On-boarding Consultant
Northern Trust
London
07.2019 - Current
- Developed comprehensive project plans to on-board new asset owner clients and deliver client objectives.
- Collaborated with a variety of external and internal parties for effective project delivery.
- Enhanced client understanding of all on-boarding processes, leading to informed decision making.
- Liaised closely with clients throughout consulting process, ensuring satisfaction at every stage.
- Assessed risks associated with asset migrations, minimising potential issues.
- Identified deviations from standard operating procedures, understanding causes and preventing re-occurrence.
- Managed asset migration work-streams to support fund launches.
- Ensured compliance with regulatory and company standards policies.
- Promoted customer satisfaction from the beginning of their relationship with Northern Trust.
- Supported Northern Trust sales team to win new clients; in person at due diligence meetings and contributed to RFPs.
- Ensured accuracy of management reporting
Client service manager
Northern Trust
London
02.2015 - 07.2019
- Responded proactively to client feedback for better service provision.
- Nurtured strong client relationships to boost satisfaction and loyalty.
- Oversaw daily operations for efficient service delivery.
- Led regular client reviews to assess satisfaction levels and identify areas for improvement.
- Liaised with internal teams, enhancing overall service provision.
- Administered customer inquiries promptly, ensuring high levels of customer satisfaction.
- Ensured compliance with company policies for the maintenance of professional standards.
- Arranged system system training sessions for new client employees
Corporate Actions Team Lead
Northern Trust
London
10.2007 - 02.2015
- Improved team productivity by implementing efficient workflow strategies.
- Fostered a positive work environment with regular team meetings.
- Coordinated resource allocation to optimise coverage across team workload.
- Identified skill gaps within the team and organised relevant training sessions.
- Oversaw day-to-day operations, ensuring adherence to company standards.
Education
Diploma - Financial operations
Chartered Institute for Securities and Investments
LondonCertificate - Investment operations
Chartered Institute of Securities and Investments
LondonBachelor of Arts - Fine Art / Sculpture
Norwich School of Art and Design
Norwich, NorfolkSkills
- Written and verbal communication
- Client relations
- Follow up management
- Custody
- Depository
Languages
German
Fluent
Affiliations
- Music / Concerts
- Drumming
- E Sports
Timeline
Senior On-boarding Consultant
Northern Trust
07.2019 - Current
Client service manager
Northern Trust
02.2015 - 07.2019
Corporate Actions Team Lead
Northern Trust
10.2007 - 02.2015
Diploma - Financial operations
Chartered Institute for Securities and Investments
Certificate - Investment operations
Chartered Institute of Securities and Investments
Bachelor of Arts - Fine Art / Sculpture
Norwich School of Art and Design
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