Case Manager CV Example
CV Score: 80%
Love this CV?Build Your Own Now
CASE MANAGER
Skills
|
Experience
Investment Review AdministratorCase Manager07/2015 to Current
- Barclays Bank Personal & Corporate Banking Working as a member of the Proactive Business Review Team; responsible for the Quality Assurance Checks on all Settlement Payments & Investment Mismatch analysis.
- Quality Assurance checks on all settlement disbursements carried out across the PBR team Carrying out mismatch analysis on investment & pension products for suitability review First point of contact for team members, wider teams and external communications Processing personal information provided by clients, ensuring all internal policies and regulatory requirements are adhered to Training all colleagues on a variety of work streams including investment/pension mismatch research, settlement processes and financial service regulations Assisting Investment Analysts in all aspects of the investment review process Liaising with investment & pension product providers in order to conduct research & gain clarity on particular trades/product risk-ratings Collating reports for management information, processes and procedural guidelines Regular proactive diary management to ensure that tasks completed and delays are dealt with in priority order to achieve personal/team targets and project timescales Report writing and clear written communication skills Professional, ethical and discreet Complying with operational risk Sound working knowledge of Pension & Investment products Report writing and clear written communication skills Professional, ethical and discreet Complying with operational risk Sound working knowledge of Pension & Investment products Chairing conference calls with senior management to to ensure alignment of processes, tools, data and approach across the Project.
Ernst & Young02/2015 to 07/2015
- Working on a consultancy basis for Barclays Bank PLC; responsible for the Quality Assurance checks of all team processes and providing administrative support to the Investment Review Team.
- Retrieving all investment and financial advice paperwork, ensuring providers, products, funds and amounts are appropriate for suitability review information and system processes Daily distribution of workloads to self and colleagues in order to manage time effectively Creating, updating and maintaining all process documents/reports Providing support to the SRA team to maintain the sample review database, ensuring system integrity is adhered to at all costs Training all new joiners on the robotic and manual processes of collating financial advice paperwork/reports Daily interaction with other areas of Client Relations and Private Clients to discuss and respond to any queries Quality assurance checks on the collation of investment & pension paperwork Acting as the go-to team member for all queries such as general administration, investment Implementing more efficient work processes once identifying problems or areas of weakness Prioritising own work load effectively to ensure deadlines are always adhered to Arranging and leading conference calls with management to maintain and promote work efficiency.
SRA Investment Review Administrator09/2014 to 02/2015
- Barclays Bank Wealth & Investment Management Part of the Suitability Review and Assurance team.
- Responsible for providing assistance and administrative support to Investment Analysts in order to carry out suitability review.
- Confirming sensitive documentation is archived in accordance with governance standards Working alongside Investment Analysts daily providing support with all investment related queries Assisting the management teams with Management Information reports Investigating potential inconsistencies between point of sale documentation and provider information Diary management for self and colleagues often organising weekly schedules to meet team/project targets and timescales Training new joiners on all administrative and investment related work processes Arranging daily team meetings between all Investment Review Administrators and Investment Analysts in order to ensure lines of communication are kept open Proactively working with colleagues and management to ensure targets are always adhered to and exceeded upon Consistent adherence to the SRA and Private Clients Accreditation Scheme A-C GCSE including Mathematics and English A-C GCSE including Mathematics and English.
Education
Psychology English LiteraturePsychology English Literature
Skills
administrative, administrative support, approach, Banking, C, interpersonal, Clients, Client Relations, database, documentation, English, senior management, financial, funds, Investment Management, Mathematics, meetings, PLC, policies, processes, Quality Assurance, Report writing, research, robotic, Scheme, Sound, written communication skills
CV Overview
Companies Worked For:
- Investment Review Administrator
- Ernst & Young
- SRA Investment Review Administrator
Job Titles Held:
- Case Manager
Degrees
- Psychology English Literature
Where can I find a Investment Review Administrator Case Manager CV example in Kent?
This is an actual CV example of a Case Manager who works in the Case Manager Industry. LiveCareer has 44837 Case Manager CVs in its database. LiveCareer’s CV Directory contains real CVs created by subscribers using LiveCareer’s CV Builder.
