Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Marie Renard

Glen Vine

Summary

  • To seek and maintain full-time position that offers professional challenges utilising interpersonal skills, excellent time management and problem-solving skills.
  • Organised and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
  • Detail-oriented professional adept at collecting and processing information. Strategic and organised with excellent verbal and written communication skills.
  • Reviewing records and making sound judgments about personnel, risks and field operations. Multilingual

Overview

24
24
years of professional experience

Work History

Client Services Senior Officer

Canaccord Genuity Wealth Management
02.2016 - Current
  • Client Administration - Liaising with the clients and the Investment Managers. Working closely with the compliance & CDD team to ensure full knowledge of source of wealth and source of funds, as well the on-boarding team to ensure a positive and satisfactory outcome for the clients.
  • Producing reports for both clients, Intermediaries and Investment Managers.
  • First point of contact for clients and intermediaries enquiries such as wealth online access and issues, corporate actions, dividends and any associated related matters.
  • Problem solving when necessary.
  • Dealing with payments and ensuring all relevant information is in place
  • Managing workflow to exceed quality service goals.
  • Collaborating with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Reviewing repeated issues within operations and business management to solve problems and improve company outcomes.
  • Responding to customer requests with friendly, knowledgeable service and support.

Operations Manager

Creechurch Capital Limited
07.2015 - 02.2016
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Oversight of the daily operations related to clients. First point of contact for clients' queries
  • Provided expert supervision to department managers and 6 staff members, delivering optimal productivity.
  • Preparing reports for the Finance department.
  • Developed, recommended and implemented strategies to improve employee work quality and speed

Providing Paraplanning Services

Investasure Limited
03.2014 - 07.2015
  • Attending clients meetings with the Investment Manager making a record of the conversation and actions to be taken.
  • Producing file notes and preparation of subsequent recommendation letters

Staying at Home

None
01.2011 - 03.2014
  • Having moved to the Isle of Man in the middle of the school year, I spent time looking after my children.
  • Managing the renovation of a house.

Assistant Manager

HSBC Securities Services Limited
02.2005 - 12.2010
  • Managing a small team dealing with custody operations for Funds, Hedge Funds, Private Equity Funds and other complex structures
  • Placing deals daily with the Treasury department. Preparing reports for internal and external purposes including the Fund Managers and the local regulator (CSSF).
  • Trained staff on best practices to achieve optimal productivity.
  • Producing procedures for the SAS70 certification Evaluated staff performance, implementing training and development programmes to maintain exceptional service levels.
  • Recruited, interviewed and hired high-performing individuals, developing passionate, dedicated teams.
  • Implemented innovative ideas to challenge status quo and drive KPI achievement

Operations and Client Relationship Manager (AVP)

Merrill Lynch Investment Managers
07.1999 - 02.2005
  • Managing a medium sized team responsible for a specific geographical jurisdiction - Switzerland, Lichtenstein, France, Monaco and the Nordic countries.
  • Regular visits to the sales offices in these counties to report on the ongoing relationship from an operational point of view with the various banks and other Financial Institutions selling the Merrill Lynch Funds.
  • Preparing and delivering presentations for these banks and Financial Institutions Assessed current processes to maximise opportunities for customer satisfaction as well as regular individual visits to their offices together with the sales team.
  • Trained staff on best practices to achieve optimal productivity.
  • Evaluated staff performance, implementing training and development programs to maintain exceptional service levels.
  • Recruited, interviewed and hired high-performing individuals, developing passionate, dedicated teams.

Education

Applied Economics - Applied Economics

UCL
Louvain, Belgium
06.1997

College Saint Francois-Xavier
Verviers, Belgium
06.1990

Skills

  • Good analytical skills
  • Policies and procedures development and implementation
  • Resource planning and allocation
  • Highly motivated
  • Attention to detail
  • Good organisation skills and time management
  • Can work to deadline individually or as part of a team

Languages

French
Native language
English
Proficient
C2
German
Upper intermediate
B2

Timeline

Client Services Senior Officer

Canaccord Genuity Wealth Management
02.2016 - Current

Operations Manager

Creechurch Capital Limited
07.2015 - 02.2016

Providing Paraplanning Services

Investasure Limited
03.2014 - 07.2015

Staying at Home

None
01.2011 - 03.2014

Assistant Manager

HSBC Securities Services Limited
02.2005 - 12.2010

Operations and Client Relationship Manager (AVP)

Merrill Lynch Investment Managers
07.1999 - 02.2005

Applied Economics - Applied Economics

UCL

College Saint Francois-Xavier

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Marie Renard