Daniel Foyle

A Bristol University Philosophy Masters graduate, I have a naturally inquisitive nature and a passion for learning. I am analytical and methodical, skilled in understanding and interpreting data and information. Highly literate and numerate, and with good experience across numerous IT systems.

Eager to broaden knowledge and experience across multiple operational processes and motivated to succeed. A motivated customer service team member, I am eager to streamline operating procedures to maximize team efficiency and customer satisfaction. A solution focused approach, I am upbeat and energetic, handling difficult situations through resourcefulness and adaptability.

Client Services Operations - Rowan Dartington - Bristol

(2024-02)

• Client SPOC: Single point of contact for the Client handling a high volume of queries. This requires a high standard of verbal and written communication and an ability to work in a highly pressured and dynamic environment to maintain Client SLA commitments. React and promptly adapt to fluctuating work volumes.
• Client Account Management: Updating Client Account information (internal and external), ensuring all documentation and trade processing information is accurately updated and maintained.
• Support Investment Managers: Provide regular reporting on Client information and escalate urgent issues and support resolution.
• Client reporting: Produce Client Valuation, CGT, and Client Performance reporting
• Trade Processing: Updating trade information in internal systems for Settlement.

Customer Service Advisor - Diligenta - Bristol

(2022-01 - 2024-01)

• Addressing customer enquiries on investment accounts and investigating any discrepancies identified
• Providing Customers with valuations on a variety of internal Products and Investment Vehicles
• Coordinating with internal teams to reach resolution and escalating to mgmt. where necessary.
• Adhering to internal processes and implementing changes to existing procedures to deliver improvement to customer experience and satisfaction.
• Managing Customer Data to ensure this is accurately maintained.
• Maintaining a high degree of Client confidentiality and trust

Supply Chain Administrator - Nisbets

(2022-01 - 2022-04)

• Act as key point of point of contact in the supply chain process to investigate any delays.
• Provide key administrative support to ensure timely delivery of stock.
• Complete order requests and track progress
• Liaise with suppliers to investigate any delays and follow up on actions needed

PPI Data Analyst and Administrator - HSBC - Bristol

(2017-01 - 2021-01)

• Analysis of financial data with focus on Mortgages and Credit cards
• Review Client Third Party Data including underlying accounting information associated to Loans.
• Adhere to operational procedures and controls associated to financial claims calculation and handling.
• Use of Experian to validate Third party data integrity and accuracy.
• Use of Excel for Data manipulation and analysis
• Analysis of Mortgage and Credit Agreements. Calculation and Investigation of PPI Claims for Credit Card and Mortgage Debt
• Understanding of Data Algorithm and Business Rules to support accurate calculation.
• Validation and Controls of calculation and output results
• Investigation of Errors and Exceptions [other]
• Log and Monitor quality and risk KPI

Restaurant Kitchen Assistant - Cowshed Restaurant - Bath

(2015-01 - 2016-01)

• Food Preparation and Kitchen Organisation
• Sous Chef duties

MA - Philosophy - Bristol University (2017)

BA - Philosophy & Ethics - Bath Spa University (2015)

A Levels - Kingston College of Further Education (2012)

GCSE - Greenshaw High School (2010)