At Hargreaves Lansdown, I processed account transfers and executor instructions, verified financial and estate documents, and responded to client queries. I worked within FCA and GDPR requirements and used Equisoft to monitor transfer progress.
At Socialbear, I managed social media channels for clients including BMW and the Mental Health Foundation, moderating messages and reporting on engagement. I also trained new starters on social media software and coached colleagues on estate processes at Hargreaves Lansdown.
