Interacts with the Markets regularly to secure the collection of outstanding fiduciary balances.
Drives personal cash processing and fiduciary targets, including the use of Key Performance Indicators (KPIs) for routine accounts to facilitate reporting from the CSS Dashboard and other system tools.
Ensures that all time bound activities are addressed within defined parameters; this includes but is not limited to following up with Markets for payment and properly coding outstanding balances to increase efficiency.
Works alongside Market Fiduciary and/or Excess of Loss Client team Associates (US) on routine projects to assist (as required) with collection of funds.
Drives meetings with client teams at regular intervals to review and assign balances.
Drives gathering of inputs for the evolution of the operational model at all levels of the organization to promote new process improvement ideas leveraging technology solutions.
Builds and maintains relationships with Brokers, Clients and Markets to understand issues, resolve problems and queries and review working practices.
Drives team meetings and activities in order to encourage sharing of opinions, ideas, knowledge and solutions and provides opportunities to increase own understanding and that of the team to improve the services provided.
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