Lorraine Ross

Client Service Manager @Barclays Wealth Management

My role is responsible for coordinating the workflow and governance tasks within a fast paced environment within a new Client Servicing Administration Team in Barclays Wealth and Investment Management.* Supporting my team in developing the client relationship with Barclays through the delivery of a professional service via telephony, email and written communications.* Responsible for achieving world class service in accordance with internal procedures, regulatory requirements and key business drivers.* Distribution of workloads and reconciliation of team activity against service levels, telephone monitoring standards in accordance with procedures and FCA requirements.* Responsible for identifying opportunities to improve procedures and look for more efficient ways of working for the benefit of our Clients Savings Accounts including Stock and Shares, Pooled Investments, ISA\'s and PEPs.