Claire Stevenson

Claire Stevenson has extensive work experience in the financial services industry. Claire most recently worked at AFH Wealth Management, starting in 2018. Their roles at the company included Investment Operations Manager, Head of Investment Operations, and currently, Investment Operations Director. In these positions, they were responsible for overseeing the administration of investment account activity, ensuring compliance with procedures, and delivering excellent client service.

Prior to their time at AFH Wealth Management, Claire worked at Platform Securities as a Team Manager from 2016 to 2018. In this role, they managed a team of administrators and was accountable for delivering operational plans and enhancing client experiences. Claire also reviewed and enhanced critical function controls to manage reputational risk.

Claire also has experience working at NFU Mutual, where they held the positions of Team Manager and Commercial Underwriter from 2009 to 2016. As a Team Manager, they led and motivated a team to deliver excellent customer service. As a Commercial Underwriter, they liaised with agents and ensured the correct cover for commercial business.

Before NFU Mutual, Claire worked at Aviva as a Team Leader from 2002 to 2009. In this role, they were responsible for managing new and existing business risks and coaching team members to meet quality guidelines and customer satisfaction objectives.

Claire's earliest work experience was at HSBC, where they worked as a Customer Services Advisor from 2000 to 2002. Their responsibilities included assisting customers with inquiries and achieving sales targets.

Overall, Claire Stevenson's work experience demonstrates their expertise in investment operations, team management, customer service, and risk assessment.

Claire Stevenson attended Waseley Hills High School. No information is available regarding their start and end years, degree name, or field of study.