Years of experience: 7

Banking OperationsPortfolio ManagerCompliance OfficerFinanceBusiness AnalystCustomer Researcher

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Shweta's Career Path
Operations ExecutiveMay. 2025 -
Present
Evelyn PartnersOperations Executive
Liverpool, England, United Kingdom
Senior Business SupportApr. 2024 -
May. 2025
Lloyds Banking GroupSenior Business Support
Glasgow, Scotland, United Kingdom1. Provide expert support for financial products and services, ensuring seamless client interactions. 2. Utilise data analysis to identify trends and improve customer support efficiency. 3. Collaborate with cross-functional teams to optimise processes, reducing resolution times 20%. 4. Address customer enquiries and escalate complex issues, improving resolution rates and client satisfaction.
TL Information Technology Info sysJun. 2020 -
Dec. 2022
EnsonoTL Information Technology Info sys
1. Led a high-performing customer success team, boosting team productivity by 20%. 2. Spearheaded initiatives that increased client project renewals by 40%. 3. Utilized ServiceNow and data analytics to enhance workflow efficiency. 4. Coordinated efforts across departments, improving customer value and satisfaction.

Shweta's Posts

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    About myself

    With over 6 years in financial services and IT, I excel in client onboarding, AML/KYC compliance, and team leadership. I leverage tools like Power BI, Xplan, and ServiceNow to automate workflows. My achievements include an 80% improvement in onboarding efficiency.

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    Job Description

    I seek a role where I can utilize my extensive experience in CX operations and AML/KYC compliance to enhance process improvements and customer success. A dynamic environment with autonomy and data-driven strategies to improve global client outcomes is my ideal setting.

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    How to contact

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