1
Operations Team Leader

Karen Spence

Karen joined Gilson Gray in March 2021 as Operations Team Leader. She is responsible for the day-to-day running of the Operations Team who provide world-class servicing to all of our Clients.

    Expertise

    Prior to joining Gilson Gray, Karen worked at St. James's Place Administration Centre at Craigforth in Stirling where she was responsible for operational servicing covering all aspects of Client care activities. She has worked as part of St. James's Place Administration since 2008 in various operational roles including being part of the Senior Team to deliver the new Bluedoor Platform which enables us to provide exceptional Client experiences.

    Karen previously worked at Prudential having roles in Sales, HR and Project Management. With over 30 years’ experience in the financial services industry, Karen has a wealth of experience in running operations and improving Client experience. Karen has achieved her Gold Accreditation with St. James's Place which has been accredited by the Chartered Institute of Insurance (CII) for Continuing Professional Development (CPD). She is also CII Qualified.

    Highlights

    • Over 30 years’ experience in financial services
    • A wealth of experience in running operations and improving client experience
    • Holding Gold Accreditation with St. James's Place
    • CII Qualification

    Specialisms 

    Day to day running of the operations team | Excellent client care