Alan Jackson Email & Phone Number

Dublin, Ie

Ireland

County Dublin, Ireland

Ireland

Ireland

As part of this role I was responsible for the end to end on-boarding of new clients/funds, then managing these client relationships on an ongoing basis once they successfully launched.Key onboarding tasks included coordination of client adoptions, account openings, review and negotiation of funds offering docs and legal agreements as well as internal system set ups. The aim was to ensure all new launches were successfully project managed. The Client Service Officer was responsible for regular CS reviews to monitor client satisfaction and implement actions in order to deliver the highest levels of service. This was very much a client facing position which involved a high level of interaction with all functional areas within DB FS.

Dublin

This was a key client-facing role involving the successful implementation of new client mandates on a timely and risk focused basis.The BI Officer had to ensure all new business take-on procedures were adhered to and that the appropriate due diligence and formal approval processes were completed.A key aspect of the role was building and maintaining strong relationships with Sales & Relationship Management, Operations and other relevant departments across multiple jurisdictions.

Dublin

Key aspects of the Supervisor role are:• have a thorough knowledge of fund valuations and have excellent supervisory and interpersonal skills• demonstrate the attention to detail and the level of accuracy needed in order to review valuations• demonstrate the level of commitment and the time management skills necessary to achieve deadlines and be interested in improving the valuation process and procedures. Ensure valuations are delivered to clients on or ahead of time and error-free. • supervise the team members to operate in accordance with departmental procedures, thereby ensuring compliance with group policies on compliance / standards.• be client aware and contribute to a successful business process and on boarding of new funds

Dublin

Dublin

Pre Legal team in the mortgage collections department of Permanent TSB

Professional Certificate In Complex Financial Instruments In International Financial Services

Regulatory Reporting In Roi

The programme is designed to provide participants with: Core knowledge with respect to the risks within the banking sector that.

Business Studies, Accounting And Finance, 2.1

In 2010 I returned to DIT Aungier Street to the BBS (Hons) in Business Studies Degree, specialising in the Accounting and Finance stream.

Diploma, Business Management

Certificate, Business Studies

Education record