Clair Smith Email & Phone Number
Managing Director @ Peter Harding Wealth Management
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Clair Smith Location
- Gillingham, GB
Clair Smith Work
- 2017 - now Managing Director @
- 2015 - 2017 Head of Customer Service @
- 2014 - 2015 Head of Investment Operations @
- 2013 - 2014 Project Manager - Investment transformation project @
- 2010 - 2013 Department Manager - Asset Maintenance @
- 1998 - 2010 Various Team Leader roles @
Clair Smith Education
- Westwood St Thomas 1991 - 1994
Clair Smith Skills
- Financial Services
- Business Analysis
- Business Process Improvement
- Requirements Gathering
- PRINCE2
- Business Requirements
- Project Management
- User Acceptance Testing
- Back Office
- Investment operations
- Operations Management
- Settlement
- OEIC
- Unit Trusts
- TIP
- Investment Administration
- Management
- Pensions
- Investments
- Change Management
- Customer Service
- Team Management
- Stakeholder Management
- Risk Management
- Project Delivery
- Wealth Management
- Team Leadership
- Customer Relationship Management (CRM)
- Performance Management
- People Management
- Public Speaking
- Microsoft Word
- Customer Relationship Management Crm
- Pension Funds
- Microsoft Excel
- Sales
- Customer Relationship Management
- Root Cause Analysis
- Business Process
- Self Invested Personal Pension
- Continuous Improvement
- Analytical Skills
Clair Smith Summary
- Clair Smith, based in Gillingham, GB, is currently a Managing Director at Peter Harding Wealth Management. Clair Smith brings experience from previous roles at James Hay Partnership. Clair Smith holds a 1991 - 1994 Westwood St Thomas. With a robust skill set that includes Financial Services, Business Analysis, Business Process Improvement, Requirements Gathering, PRINCE2 and more.
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