FAQ About Courtney Stevens

• What is Courtney Stevens's address?

  Courtney Stevens is located at
  West Yorkshire, Kirklees, United Kingdom

• What is Courtney Stevens's job title?

  Courtney Stevens is a Operations and Client Servicing Consultant for SJP Practices looking to increase team efficiency, improve ongoing client service and deliver great outcomes for clients through optimised processes and effective back-office management. I have 4 years experience within a partner practice of St. James's Place designing client servicing strategies, segmenting client banks, integrating new technology and digital tools, auditing and streamlining processes, overseeing and improving existing team admin activity. Day-to-day, my role includes; Support and co-ordinate the work allocation and flow for junior team members so they optimise their time. Provide oversight of new business processing, implementation and planned review activity within the required regulatory timescales. Identify where the team needs development and implement plans, processes and tools to improve team performance and deliver great client outcomes. Creating and developing pathways for better client experiences including overseeing recruitment. Managing multiple, constantly changing priorities. Problem solving and escalation management on complex/sensitive cases. A continuous improvement attitude ensuring that any identified process gaps result in an enhanced servicing framework. Foster a continuous change and development mindset within an existing team. In addition I play a financial administration role; Booking meetings and diary management Drafting post review reports and letters Chasing LOAs and scheme info Compiling documentation for advice Bereavement support Track business income for partners Monitor live and pipeline opportunities and ensure completion against deadlines Manage client comms and client liaison

• What industry does Courtney Stevens currently work in?

  Courtney Stevens currently works in the Stevens Wealth Management |

• Which languages does Courtney Stevens speak?

  No Languages Available

• Which industries has Courtney Stevens previously worked in?

  Courtney Stevens has prior
  experience in the following industries:
  Northumbria University | Self Employed | Iprospect | O Communications | Opr | Ccs | Variety The Childrens Charity North | Jam Marketing

• What is Courtney Stevens’s work experience?

  Courtney Stevens has the following professional experience:
  Stevens Wealth Management | Northumbria University | Self Employed | Iprospect | O Communications | Opr | Ccs | Variety The Childrens Charity North | Jam Marketing

• How can I find Courtney Stevens on LinkedIn?

  You can view Courtney Stevens’s LinkedIn profile at LinkedIn URL

• What are Courtney Stevens’s work email addresses?

  Courtney Stevens’s work email
  addresses are
  courtney.stevens@northumbria.ac.uk

• What company does Courtney Stevens work for?

  Stevens Wealth Management |