Muhammad Aswat

Client Account Executive - Global Mobility Compliance

• Developing and maintaining trackers (Google Sheets), workflows (Alteryx) and reports (Excel) on a weekly basis for 10 major global clients and for the Midlands region. Analysing results and resolving outstanding issues for 2500 individuals.
• Examining and improving work processes. Saving up to 75% off timeframe for report completion.
• Investigating tax returns with missing information by using various client management tools and identifying the issues. Solutions provided to the Client Portfolio Lead before executing.
• Resolving issues with in-house client management programmes and working with IT Team in India to find solutions to reoccurring issues. Team contact for issues on the programmes. Giving solutions to developers to enhance programmes.
• Training colleagues (of all levels and different teams) on in-house client management tools, how to use Vlookups and day to day tasks completed in the role.
• Drafting and sending multiple emails to large number of assignees for clients to chase information required and providing status updates.
• Organising meetings and events for the team. Manage the team mailing group and calendar. Assist with costs and claiming expenses.

• Trained 8 staff members process and documentation within the role by setting up group presentations, one to one mentoring and creating job role manuals. This led to an increase in data packs created daily to 175 as a team.
• Created 25-30 data packs daily by retrieving data from various sources (spreadsheets, SharePoint and intranet) and collating the data onto one file. This would then be uploaded for the advisors to research their branches.
• Produced weekly and monthly reports which would provide an overall analysis on the work completion of the whole team and forecasts for future targets.
• Equipment ordering for 100 branches every week, allowing branches to be given the status of completion once ordered.
• Managed team travel and hotel bookings for external meetings.

• Managed and created 300 letters a week to be sent out to Postmasters containing financial and legal information about their branch.
• Created 7 different documentations to process the branch through the programme by contacting different teams for information, contacting external advisors and searching spreadsheets through the network drive. Produced documentation for 50 branches monthly. This helped to achieve the annual target of 4500 branches converted.
• Trained 10 staff members process and documentation within the role by setting up group presentations, one to one mentoring and creating job role manuals. Would guide new employees around the office, discuss the process map of the programme and explain the role of the implementation team.
• Contacted 30 Postmasters daily to discuss Network Transformation and guided them on to the right process. Also dealt with any queries they had with their branch. This task was completed months before the deadline due to high amount of calls completed.
• Updated spreadsheets and created reports of branch completions and targets, which would be sent out to all levels of management and external teams. Organised a 6000 branch spreadsheet in 3 days.
• Managed and maintained the department inbox by delegating the emails to the right individual. Created rota for delegation of responsibility for the inbox.