Caroline Greenwood has over 23 years of experience in operations and health and safety roles in financial services and education. She has excellent communication and organizational skills and is able to work under pressure to tight deadlines. In her current role, she helped develop an automated trading platform, introduced new trading and performance systems, and created and managed the health and safety function. She is actively looking for a new role where she can continue developing her career and health and safety qualifications.
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Building strong relationships with our ever-expanding client base. They work on the front line to ensure that every estimate and order is handled professionally and meets the quality expectations of our clients.
- Establish and build client relationships
- Efficient order-taking and job analysis
- Quality Assurance -- final quality check
- Coordination of files for accuracy in reordering
Under the direction of the Customer Service Manager, the Customer Service Representative serves as the primary contact for external and internal customers, is responsible for making judgements and discretionary decisions that affect the operations of the organization and effectively communicates those judgements and decisions to the customer. The Customer Service Representative is also responsible for appropriately communicating customer requirements to the manufacturing team, in accordance with company policies and procedures.
The supervisor is often responsible to represent the employee's requests and to management, along with also representing the employee's case for deserving a reward. For example, if an employee deserves a promotion, the supervisor often must justify the case for promotion to the supervisor's supervisor, as well. If the employee has a rather unique personal situation that warrants special consideration by the rest of management, the supervisor must explain this situation and how it can be handled. It's not unusual for employees to sometimes see the supervisor as part of "management" while at other times seeing the supervisor as a personal friend. Develop a strategy the team will use to reach its goal
I have the insight and experience to derive business excellence and thus, making a positive difference (but not restricted) in fields of Portfolio Management, Risk Management, Strategy Planning & Implementation, Channel Partner Management, Vendor Management, Setting up BPO, Organizing & Running BPO/Call centers, Process Trainings, Process Development, Recruitments & Selections, Audit Checks & Controls, Planning Rewards & Reorganization schemes for 12 years.
My primary area of expertise is Team Management, Customer Relationship Management, Strategy Planning as per the process requirements, Actively supporting the various internal department functions by constant exchange of feedback, I have good Leadership qualities, I have been Addressing Client, Vendor & customer issues in a timely manner with zero impact on process, Have been Establishing effective working relationship to maintain good relationship with the internal & external customers.
My experience in the corporate spectrum ranges from Bank / Financial Market / Service Industry / BPO
1. Caroline Greenwood
9 Old Oak Drive, Silverstone, Northants, NN12 8DN
Phone: 01327 856959 Mob: 07787105014 email: carolinegreenwood915@gmail.com
Personal Profile:
A self-motivatedandproactive OperationsOfficerand Health & Safety professional withover 23
years’ experience inFundManagementoperations (5 years in H & S) in Financial Servicesand
Education sectors. Key expertise inFrontoffice support and Back Office systemand process.
ExcellentcommunicationskillswithFund Managers, Brokers and Custody to ensure timely&
correct executionand settlement. Setup and managed Health and Safety functionfrom scratch. A
diverse team playerable to identifyproblemsandresolve issuesprofessionallyworkingto tight
deadlinesandproducing complexreports for managers trading. Highly organisedto work under
pressure with the ability to prioritise effectively. KeySkills:CRIMS, Bloomberg,Omgeo/ALERT,
CTM, FIX, MicrosoftOffice,inclusive ofExcel,Word& Outlook. I am actively lookingfor a
prestigiousorganisationwith stabilityand directionto apply the skillsI have and alsoto further
achieve career excellence,whilstcontinuingwithmy Diploma studiesto qualifywith Health &
Safety knowledge whichisconsideredparamount importance in any professional industry.
Career Achievements
Taube Hodson StonexPartners LLP July1995 to date
OperationsOfficer
Health & Safety Manager
As keymemberof the operations teamIhelpeddevelop the firstinhouse tradingplatform
inOperationswhichreducedhumanerrorbyrestructuringdataprocess. Movinga manual
workingplatformto an automatedone, allowingaccessfromall adminstaff
Introducedsecondtradingandperformance systemCRIMSenabledcompanytolinktrading
withSwiftsettlementviaCTM. Thisalsoproducedperformance tablesandClientreports
and incorporatedacompliance linkforswifterapproval of tradingdecisions.CRIMS isused
extensivelytocreate model templatesandprogramtradingtoenable Frontoffice trading
decisions,settlementtrackingandperformance linkreportsforexternal clients
As Frontoffice supportrightthroughtoBack office settlementandreconciliation worked
withCustodiansandBrokersfromstart to finish of tradingcycle toensure goodexecution
and timelysettlement.
Calculatedfundsandstocks onliquidityandportfoliosize forFundManagersunder
instructionfromanalysts. Highlightedcompliance andrisk alertsforauthenticationby
compliance managers. SubsequentlymanagedordersplacedwithbrokerforFundManager.
Reducedspeedandhumanerrorthusminimisingprice movementinthe market.
ExcellentcommunicatorfromDirectorLevel toshopfloor provedbyreducedsettlement
issuesandtimelyexecution.
Systemmonitoringandreportproductionforclientsandin-house referral tohighlevel
underextreme time constraintsandpressure
WorkeddirectlywithBrokersandbackoffice staff forprice and bestexecutionprocess.
Administrationof accountandstock setup, dividendandcorporate actionadministrationto
ensure accountliquiditywascorrectand Fundoverdraft didnotoccur
Program administrationexpert,producingcomplex calculationreportsfortradingacross
huge portfolioholdingstoattainliquiditylevelsrequiredbythe clients.
2. Creatednewrole,openedup, developed,qualified&managed Health&Safety function,
previouslyoutsourced,whichachievedall legalrequirementsforoffice Health,Safety&Fire
Regulations. Demonstrateddiverse abilityandambitiontoqualifyinadifferentfieldand
acquire newskills.
Setup systemtotrain Fire Wardens. Liaisedwithelectrical,cleaning,pestcontrol and
maintenance contractors,ensuringH&S/COSHHregulationswere inplace and adheredto.
Introducedrecyclingandcompletedannual Fire RiskAssessments,inline withcompany
insurance requirements.
SuccessfullymanagedDSE,Fire &Workplace riskassessmentsandqualifyinginFirstAid&
AED, enhancedstaff morale,allowingpersonal andoffice issuessolution. Highlighted
negative riskassessmentsatboardlevel tomaintainexcellentlevelof H&S
Regardedasexpertwhoispassionate aboutHealth,Safetyandenvironmental issuesand
qualifyingtoNEBOSH/IOSHTechnical Memberstatus.
Developedculture andfosteredawareness atall levels fromwhichemployeesregularly
conductedDSE riskassessments.Collatedinformationwhichhelpedmaintainlow levelsof
injuryandpotential claims.
Clerical Medical InvestmentManagers August1992 to July1995
InvestmentAdministrator
Compiled tradinginformationforin-house records.Calculatedcompanyprofitandloss
forecasts.Reconciledcashagainstcontract notesforaudit.
Handledadministrationforproxyvoting,corporate actionvotingandportfolioinvestment
fundmanagers.
Promotedwithin18monthsto the nextgrade havingexceededall performance targetsand
metdeadlines withexceptionefficiency
Institute of Data ProcessingManagement(IDPM) Sept1991 to Aug 1992
AdministrationClerkTemporary contract
Variedadministrativerole.Dutiesincludedopeningpost,reception andfiling,meet&greetclients
Education and Professional Qualifications
NEBOSH Health& SafetyatWork
NEBOSH Certificate inFire Safety&RiskManagement
NEBOSH Certificate inOccupational Health&Safety
FirstAidat Work
AED withLife Support
Certificate of Fire Extinguishertraining
BexleyheathSecondarySchool
Further Education
My goal isto continue withHealth&Safetystudieswiththe hope of completingthe NEBOSH
National Diploma.