Delivered premium customer support via phone, email and chat for a global luxury brand. Resolved complaints and escalations with solution-focused approach. Managed customer cases using CRM and e-commerce systems. Consistently met KPIs including customer satisfaction, response time and quality audits.

Administered complex trust and corporate structures for international HNW clients. Coordinated with advisors on governance, tax compliance and regulatory requirements. Conducted annual strategic reviews assessing financial performance, risk and compliance. Managed relationships with clients across the UK, USA, Caribbean and Asia. Maintained accurate records in line with fiduciary and corporate governance standards. Led and mentored trust officers, providing guidance on fiduciary administration and client relationship management.

Managed customer enquiries via phone and email while maintaining high service standards. Scheduled appointments for 7 dentists, 2 orthodontists and a dental hygienist, minimising unused time slots. Processed patient payments and completed accurate end-of-day cash reconciliation. Maintained confidential patient records in compliance with GDPR regulations.

Administered a diverse portfolio of trusts and estates for high-net-worth clients based in the UK and Middle East. Processed transactions in a timely manner and maintained accurate client records. Coordinated with property managers on administration of hotel and residential assets across Europe. Assisted in the preparation and filing of company tax returns and annual filings. Collected and submitted KYC documentation to ensure AML compliance.

Prepared board meeting packs, agendas and minutes. Managed document storage and safe custody records in line with compliance standards. Processed payments across company and trust bank accounts. Drafted invoices and supported credit control processes.

International Finance Administration Level 5 Diploma

Chartered Governance Institute UK & Ireland