Summary
Overview
Work history
Education
Skills
Affiliations
Certification
Timeline
Generic

VICTORIA LINGER

Chelmsford,Essex

Summary

Highly skilled professional with proficiency in the Microsoft Office suite and a proactive can-do attitude. Demonstrates strong work ethic and effective problem-solving abilities, consistently driving process improvement initiatives. Adept at financial project management and known for excellent communication skills. Committed to leveraging core competencies to achieve organisational goals and enhance operational efficiency.

Overview

27
27
years of professional experience
7
7
years of post-secondary education
1
1
Certification

Work history

Asset Servicing Technical Specialist, Commission Processing - CASS SME

SSNC Technologies
01.2022 - 06.2025
  • Technical Specialist responsible for managing client on boarding, regulatory change, system enhancements and client changes.
  • Manage a team of 2 employees, providing guidance and support to ensure successful completion of projects.
  • Central function for the coordination of due diligence, operational implementation and contractual requirements/changes for both new and existing client relationships.
  • Project Management within the Commissions team to ensure successful delivery of Client on boarding and change requests.
  • Fund Event Management.
  • Complex analysis of Annual Management Rebate data/Commission data.
  • Attending regular high profile client/auditor meetings around CASS functions, improvements and controls.

Asset Servicing Technical Associate, Commission Processing - CASS SME

SSNC Technologies
06.2020 - 12.2021
  • Responsible for Managing projects relating to Rebate Client Money and Assets regulatory changes, system enhancements, training and daily oversight of complex enquiries.
  • Project Management within the Commissions team to ensure successful delivery of Client Money project, contractual requirements/changes for both new and existing client relationships.
  • Fund Event Management.
  • Complex analysis of Annual Management Rebate data/Commission data.

Asset Servicing Team Leader, CASS Annual Management Charge Rebate Specialist

DST Systems
01.2014 - 02.2019
  • Responsible for the daily oversight of the CASS AMC Rebate team adhering to industry/regulatory guidelines and ensuring Service Level Agreements (SLA’s) are met within agreed client time frames.
  • Ensuring that staff are motivated, monitored and measured in line with company targets and performance standards.
  • Oversight of Procedures - documentation, approvals, implementation and promotion.
  • Ensuring procedures are regularly reviewed and updated accordingly.
  • Extensive involvement in new processes and ensuring all team members are consistently competent.
  • Working closely with the team and management to identify ways to increase productivity to maximise revenues with minimum risk.
  • Oversight of completion of daily CASS tasks to ensure the team are completely compliant with Client Money Regulations and no rules are breached.
  • Being an escalation point for the team for any work related issues.
  • Providing feedback to challenging team members and in difficult situations.
  • Providing praise and recognition when deserved to encourage a positive working environment.
  • General Team Leader duties such as logging overtime, sickness, holiday and completing team 1-2-1’s.
  • Arranging and chairing monthly team meetings and daily buzz sessions focusing on targets and achievements.
  • Assisting with management of staff that are underperforming through the company performance management process.

Asset Servicing Expert Associate, Annual Management Charge Rebate

IFDS
07.2012 - 12.2014
  • Responsible for completing the AMCR process for multiple clients. Providing support to the AMCR team leader.
  • Assisting with monitoring daily work volumes and distributing work within the team.
  • Supporting all team members with daily work and issues. Providing advice to resolve these issues.
  • Being a point of escalation for difficult scenarios with clients.
  • Completing intense training and ongoing training for all new team members. (six new starters within that time)
  • Ensuring all Management Company project tasks are completed within SLA including daily checks and providing accurate KPI's to relevant teams and managers at month end.
  • Completing Accrual and Payment Reconciliations for Monthly/Quarterly/Biannual and Yearly AMCR payments.
  • Completing in depth investigations on agent and client accounts where large or unusual differences have been identified in the reconciliation process.
  • Creating and maintaining AMCR agreements on the IFDS AMCR engine including payment rates/ payment types and client/agent details.
  • Answering queries for the management companies on a daily basis by E-mail and phone.

Asset Servicing Breach Expert Associate

IFDS
06.2010 - 06.2012
  • Processing and identifying any Breach of FCA regulations and corporate procedures.
  • A good understanding of the company and FCA procedures in regards to dealing, settlements, data protection and CASS.
  • Extensive Investigation on client accounts.
  • Completing Breach reports within strict deadlines.
  • Identifying and raising Breaches and Data Protection Breaches within 24 hours.
  • Ensuring feedback is given to individuals causing the Breach.
  • Ensuring the corrective action of any error is completed sufficiently.
  • Liaising internally with managers/ team leaders in regards to improving procedures that may fail on a regular basis.
  • Providing continuous information to the team manager on significant Breaches that affect numerous clients or have a large financial impact.
  • Reporting and identifying Client Money Breaches (CASS).

Commissions Administrator

Bank of New York Mellon
10.2005 - 05.2010
  • Processing Trail/Renewal, Accrual and Initial Commission payments.
  • Monitoring and overseeing complex queries.
  • Reconciling payments on behalf of brokers/agents.
  • Processing Invoice payments.
  • Chasing brokers for outstanding debts.

Call Centre Administrator

Mellon European Fund Services
10.2003 - 10.2005
  • Answering telephone queries from Brokers/Agents and Clients which required a broad knowledge of the business in order to answer questions daily.
  • Dealing with unhappy customers in a polite and appropriate manner.
  • Working under pressure in busy periods.

Enquiry/Distribution Administrator

Mellon European Fund Services
10.2000 - 10.2003
  • Answering multiple enquiries from clients/brokers for all aspects of business.
  • Processing distribution payments/cancellation notices.

Broker Support Administrator

11.1998 - 11.1999
  • Entering Broker Data onto the database.
  • Setting up new broker accounts.

Education

NVQ Level 3 - Business and Finance

Chelmsford College
Chelmsford
09.1996 - 06.1998

GCSEs - Various

Boswells Comprehensive
Chelmsford, Essex
09.1991 - 06.1996

Skills

  • Microsoft office suite proficiency
  • Process improvement initiative
  • Proactive can do attitude
  • Financial project management
  • Effective problem solving
  • Good communicator
  • Strong work ethic

Affiliations

  • Reading
  • Running

Certification

Nov 2018 CISI - Client Money and Assets (CASS) IOC qualification

Sept 2016 CISI Level 3 Certificate in Investment Operations IOC - Introductions to Securities and Investments, Collective Investment Schemes Administration, UK Financial Regulations

Timeline

Asset Servicing Technical Specialist, Commission Processing - CASS SME

SSNC Technologies
01.2022 - 06.2025

Asset Servicing Technical Associate, Commission Processing - CASS SME

SSNC Technologies
06.2020 - 12.2021

Asset Servicing Team Leader, CASS Annual Management Charge Rebate Specialist

DST Systems
01.2014 - 02.2019

Asset Servicing Expert Associate, Annual Management Charge Rebate

IFDS
07.2012 - 12.2014

Asset Servicing Breach Expert Associate

IFDS
06.2010 - 06.2012

Commissions Administrator

Bank of New York Mellon
10.2005 - 05.2010

Call Centre Administrator

Mellon European Fund Services
10.2003 - 10.2005

Enquiry/Distribution Administrator

Mellon European Fund Services
10.2000 - 10.2003

Broker Support Administrator

11.1998 - 11.1999

NVQ Level 3 - Business and Finance

Chelmsford College
09.1996 - 06.1998

GCSEs - Various

Boswells Comprehensive
09.1991 - 06.1996

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VICTORIA LINGER