Michelle Bishop Email & Phone Number

County Meath, Ireland

Dunshaughlin, County Meath, Ireland

• Leading a team of high performing Client Relationship Managers• Coaching and mentoring the team• Strategic financial planning • Goal and target setting• Regular 1-1’s and performance reviews • Onboarding of new team members • Responsible for some key strategic clients

Dunshaughlin, County Meath, Ireland

Dublin, Leinster, Ireland

• Day to day Account Management of all EMEA customers• Ensuring high attention to detail on the areas of the business that can assist customers• Identifying up-sell opportunities and seeing them through to completion• Liaising with all departments internally to ensure customers’ requirements are achieved• Conducting regular catch up calls with clients and onsite visits• Prioritising the R&D development queue for client bugs based on feedback from clients

Letchmore Heath, Watford

• Manage the day to day running of the Customer Services & Membership Services teams with responsibility for 4 employees• Senior escalation point for customer complaints• Monthly membership income forecasting and adjustment• Ongoing performance reviews with annual & bi-annual appraisals• Key stakeholder in the decision process for team progression and cross department functions• Oversee the day to day functions of the Customer Services team including monitoring the customer query service “AskIGD”• Conduct desk industry research to prepare comprehensive responses to customers “AskIGD” queries• Account management and responsibility for commercial subscription income for 25 customer accounts

Letchmore Heath, Hertfordshire, United Kingdom

Optimise FSEs allocated time and schedule maintenance visits, batteries and ad hoc business interventions Manage external partners services Coordinate spare parts, delivery and retrieval Ensure customer database is kept up to date Manage internal and external orders & control customer credit worthiness

London, United Kingdom

KPI preparationClient Relationship Management with key clients for the London BranchClient on boarding projects & platform demonstrations for prospective clients

Manager, Investor Services• Escalation point for European based clients for Investor Services• Responsible for managing the Investor Services relationship for the largest client in the company• Travelled to the Mumbai operations centre to determine current processes & procedures and how to improve them• Daily contact with the operational teams in Mumbai to ensure the highest standard of service is being provided to the client• Directly report into the Client Relationship Manager in London and build and lead a London based Investor Services team specifically for this client• Implement a restructure as required for the Investor Services team in Mumbai to improve quality of service and client satisfaction• Assist in the setup of systems for Regulatory Compliance: AIFMD, FATCA etc• Performance reviews, appraisals for team members

London, United Kingdom

Associate Manager, Investor Services• Escalation point for European based clients for Investor Services• Responsible for managing the Investor Services relationship for the largest client in the company• Travelled to the Mumbai operations centre to determine current processes & procedures and how to improve them• Daily contact with the operational teams in Mumbai to ensure the highest standard of service is being provided to the client• Directly report into the Client Relationship Manager in London and build and lead a London based Investor Services team specifically for this client• Implement a restructure as required for the Investor Services team in Mumbai to improve quality of service and client satisfaction• Assist in the setup of systems for Regulatory Compliance: AIFMD, FATCA etc• Performance reviews, appraisals for team members

Dublin

Associate Manager, Investor Services • Oversee daily trade processing, NAV updates, Investor updates in the Share Registry• Daily trade reviewing, Bloomberg price review, Contract Note review for junior members of the team• Primary client contact for first Irish domiciled funds in the Dublin office• Project lead on a substantial number of fund launches for above mentioned client• Testing lead on new client system which is being rolled out for all clients within GlobeOp• Manage the outsourcing processes to ensure smooth transition from Mumbai to Dublin and act as main point of contact for queries arising from that• To assist with management and co-ordination of “document management” within the Investor Services Department• Training and mentoring new employees within the organisation• Performance reviews, appraisals for team members

Dublin

Senior Associate, Investor Services • Oversee daily trade processing, NAV updates, Investor updates in the Share Registry• Daily trade reviewing, Bloomberg price review, Contract Note review for junior members of the team• Primary client contact for first Irish domiciled funds in the Dublin office• Project lead on a substantial number of fund launches for above mentioned client• Testing lead on new client system which is being rolled out for all clients within GlobeOp• Manage the outsourcing processes to ensure smooth transition from Mumbai to Dublin and act as main point of contact for queries arising from that• To assist with management and co-ordination of “document management” within the Investor Services Department• Training and mentoring new employees within the organisation• Performance reviews, appraisals for team members

Dublin

Associate, Investor Services• Oversee daily trade processing, NAV updates, Investor updates in the Share Registry• Daily trade reviewing, Bloomberg price review, Contract Note review for junior members of the team• Primary client contact for first Irish domiciled funds in the Dublin office• Project lead on a substantial number of fund launches for above mentioned client• Testing lead on new client system which is being rolled out for all clients within GlobeOp• Manage the outsourcing processes to ensure smooth transition from Mumbai to Dublin and act as main point of contact for queries arising from that• To assist with management and co-ordination of “document management” within the Investor Services Department• Training and mentoring new employees within the organisation

Luxembourg

Transfer Agency Associate, Mutual Funds• Member of the Registration, Processing and Adjustments team with 6 members – 5 members on day to day duties and 1 supervisor• Timely and accurate processing of the shareholder and broker requests to invest, liquidate or exchange fund shares• Ensure that registration runs in a smooth, controlled & compliant fashion, with minimal errors whilst respecting daily timelines• Process all requests to create and modify shareholder accounts as well as broker accounts and undertake the prompt and accurate quality control• Maintain strong relationships with business partners and fellow team members (in particular Legal and Compliance, Risk & Control) promoting an environment of quality and attention to detail• Adjusting incorrectly inputted trades in the TA system for mutual funds & calculating the gain/loss incurred• Large adjustment project lead on a share balance reconciliation with Citigroup• 15 month reconciliation process to correct balances held between internal and Citigroup TA systems• Part of the Quality Assurance team for the launch of a new TA system

Dublin

Account and Project Manager, University Work Placement• Management of approximately 100 websites• Communication between clients, web developers and graphic artists• Preparing quotations for prospective clients based on design, technical and project management time schedules for the specific projects• Hosted client calls to throughout the project phase to ensure targets were being adhered to by the business• Facilitate client queries after website launch and provide solutions• Provide ongoing client support and system training in line with contract requirements