Timothy Byrne Email & Phone Number

Newton, MA

Manager, Relationship ManagementEffectively managed the team of 6 Account Managers in a Business Processing Outsourcing (BPO) model.Actively managed team members and provide feedback on their performanceWorked with clients to ensure that they were receiving value from Ascensus services which included: Record keeping services on the Unite platform.

• Delivered the results and growth metrics for clients around; forecast metrics, specific product lines, and customer service
• Built and enhanced client relationships in a Business Process Outsourcing Model (BPO) as well as cultivated retention and growth opportunities with various clients including: Mercer Investments, Aberdeen Asset.
• Reviewed client concerns to maintain an excellent rating status and ensure overall customer satisfaction
• Represented clients internally and coordinated with other operational teams to implement systems, complete projects, and address ongoing service needs
• Created effective meeting agendas in order to capture appropriate client information, needs, and concerns
• Gathered and reviewed client and fund documentation for conducting AML/KYC reviews. One client represented over 500 reviews in a period of 6 months

Boston

• Managed relationships with Commonfund and ascertained that requests were being met and that Commonfund was satisfied with the level of service.
• Functioned as the main point of contact between Commonfund, Treasury Services, Compliance, and Financial Reporting Shared Service teams
• Acted as primary contact for PWC during annual Audits
• Oversaw the direction and training of 4-6 Senior Associates.
• Managed staff time to ensure all daily, monthly and quarterly deliverables were completed according to client expectations
• Reviewed and approved Expenses/Payments, Compliance, Performance, and Tax matters including; Quarterly IRS Compliance results and excise distributions

Greater Boston Area

• Coordinated and monitored fund administration group activities in monitoring fund's compliance investment restrictions detailed in the Prospectus, Statement of Additional Information, Investment Company Act of 1940.
• Identified and provided guidance to staff on treatment of complex financial instruments and complex compliance issues including Master-Feeder multi-class funds as well as Exchange Traded Funds
• Coordinated and monitored fund administration group activities in performing monthly expense projections and accruals, monthly calculation of asset-based fees, and disbursement analysis
• Coordinated and monitored fund administration group activities in preparing monthly Management reports and quarterly Board reporting on fund operations (including Total Return, Compliance summaries, Statement of.
• Collaborated with tax department to calculate fund distributions to ensure compliance with IRS distribution requirements
• Provided feedback and coaching to staff, conducted performance reviews, and established performance objectives