Susan Birkett
About Susan Birkett
Susan Birkett is a Senior Manager at HSBC, specializing in Global Strategic Model and Servicing Design since 2021. With extensive experience in client services and operational management, she has held various roles in the financial sector, primarily in Edinburgh, Scotland.
Work at HSBC
Susan Birkett has been employed at HSBC since 2021, serving as the Senior Manager of Global Strategic Model and Servicing Design. In this role, she operates from Edinburgh City, Scotland, United Kingdom. Her responsibilities include overseeing strategic models and enhancing servicing design within the organization.
Previous Employment History
Before joining HSBC, Susan Birkett held several positions in the financial services sector. She worked at State Street as a Client Services Manager from 2017 to 2020 and as Head of TA UK Oversight from 2020 to 2021. Prior to that, she was a Senior Consultant at Capco for one year. Her earlier career included roles at Standard Life Investments, Standard Life Wealth, and Martin Currie, where she gained extensive experience in client services and project management.
Education and Expertise
Susan Birkett attended Boroughmuir High School from 1977 to 1983. She has developed a strong expertise in maintaining Service Level Agreements (SLAs) and contracts, conducting service reviews, and managing Key Performance Indicators (KPIs) over the past decade. Her operational background includes extensive experience in Transfer Agency across UK, Dublin, and Luxembourg administrators.
Regulatory Experience
Susan Birkett has significant experience managing regulatory changes, including RDR, FATCA/CRS, and CASS. Her role as a relationship and oversight manager has involved conducting due diligence visits, ensuring compliance with regulatory requirements, and maintaining high standards in service delivery.
Career Progression
Susan Birkett's career spans several decades in the financial services industry. She began her career at Standard Life Investments as a Team Manager from 1987 to 1995, followed by various roles that contributed to her expertise in client services and operational management. Her career reflects a consistent progression through various managerial and oversight roles, culminating in her current position at HSBC.