What makes Equatex stand out in our industry? And what are the most important characteristics in our colleagues? Frances Mancktelow, newly-appointed Account Director, talks first impressions, career lessons learned and a renewed focus on what matters most – client relationships.
You recently joined the business, what were your initial thoughts on Equatex?
I have been captured by the enthusiasm and energy of the team. My colleagues are all clearly invested in this business and are driven for continuous improvement. The systems are very impressive, as well as the level of knowledge and technical ability of the staff. Equatex has a very friendly, welcoming and refreshing environment. I have been blown away by my first week and I know that my choice to join Equatex was very much the right one.
Can you tell us about your career before Equatex?
I started work in share registration with Natwest Bank where I eventually became the Training Manager. When the Natwest registry business was sold to The Royal Bank of Scotland (RBS), I then mainly worked from Edinburgh with the shareholder analytics team. Computershare purchased the Registry and Share Plans business from RBS and I worked with the integration team on gaps in functionality and staff transition as part of the Technology team. I stayed with Technology as a Technical Account Manager, working on a global employee share plan project, translating requirements and feasibility between the client, business and technology teams. I travelled in and out of Australia, New York and Amsterdam for several years before moving into the Share Plans team as a Client Manager. There, I initially looked after large global clients with multiple plan types and then later helped with CRM staff training before eventually taking on the role of managing the CRM team.
My colleagues are all clearly invested in this business and are driven for continuous improvement.
What is the key lesson you have learned in your career so far?
Respect, understand and support the roles of your colleagues and your clients. It’s not all about what you do – there is a bigger picture so teamwork at all levels is critical. Be honest and demonstrate integrity, because people like to work with those who are genuine and whom they can trust.
What will your role in the Swiss Client Relationship team involve?
I will be involved with UBS, working closely with all of the teams in Zurich and also working from London with the UBS client contacts there. The focus will be to look at how we protect and grow our relationship with UBS and strategically with the team on how we manage the client account moving forward.
What are you looking forward to most about your role?
I am looking forward to really getting to know the client and becoming a regular member of the teams in Zurich and London.
When you’re not working, what are your hobbies and passions?
Apart from a spin class, body pump class or a run to keep me healthy, I make cakes for friends and family. Christmas cakes and puddings for 2017 are ready and being fed brandy while they await icing, and I have a wedding cake and a birthday cake to make in a few weeks too. Other than that I love to socialize with a glass of champagne or a gin and tonic.
If you could be anywhere else in the world right now, where would it be and why?
I would normally say in the South of France – I love it there – but as I haven’t been away from home in some time, I am missing my family, so right now I would be back in Wiltshire, England with my husband and son.