Mark Kilgallon

Mark Kilgallon

Customer Service Advisor

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  • Timeline

  • About me

    Performance Reporting Associate Analyst at Fidelity Investments

  • Education

    • Independent Colleges, Dublin

      2013 - 2014
      Diploma Financial Trading

      Psychology/Trading PlanRisk ManagementProduct AnalysisMacro FundamentalsTechnical AnalysisAdvanced Trading Strategies

    • Dublin Business School

      2013 - 2014
      Diploma Investment in Capital Markets

      Activities and Societies: Market Indices & Characteristics Account Management & Operation CFD & Spreadbetting Options Bonds & Other Derivatives Company Analysis & Effective Equity Research

    • University College Dublin

      2015 - 2016
      QFA Professional Diploma in Financial Advice

      QFA LoansQFA RegulationQFA Life AssuranceQFA InvestmentQFA PensionsQFA Financial Planning

    • National University of Ireland, Maynooth

      2007 - 2010
      Bachelor of Science (B.Sc.) Business, Management, Marketing, and Related Support Services
    • University College Dublin

      2017 - 2017
      RPA Retirement Planning Advisor
  • Experience

    • AIB

      Jun 2012 - May 2013
      Customer Service Advisor

      Customer Service Advisor in Direct Banking call centreCall handling on credit cards and bank accountsDealing with customers in arrearsFraud Prevention on credit cardsWorking in collaboration with Credit Control, Sales and Phone Banking, handling 70-80 calls per day

    • Permanent tsb

      Jan 2014 - Jan 2014
      Customer Service Advisor

      Handling calls on customers wishing to switch banksSelling Current Accounts and Credit Cards Inbound and Outbound calls to prospective customersFollow up Calls and Admin for customer retention

    • Cornmarket Group Financial Services

      Aug 2014 - Oct 2015
      Retirement & Investment Administrator

      • Dealing with public sector retirees over the phone, making appointments for them with expert consultants• Allocating clients to consultants each quarter to ensure parity amongst them• Selling the benefits of investing in bonds or ARFs after retirement• Assist the Team Leader with overall running of retirement team• Monitoring campaigns to ensure hit rates and targets were met

    • New Ireland Assurance

      Oct 2015 - Aug 2018
      Group Retirement Claims Administrator
    • Link Asset Services

      Aug 2018 - Mar 2019
      Loan Analyst
    • Simon Shirley Advisors

      Apr 2019 - Sept 2019
      Client Relationship Executive
    • Fidelity Investments

      Sept 2019 - now
      Performance Reporting Associate Analyst

      The Performance Reporting team is responsible for ensuring the accuracy of Retail, Institutional and managed clients’ rate of returns data before being published to Fidelity.com.As a Associate Analyst, I am responsible for validating account outliers/exceptions and working with internal stakeholders to correct any data errors in a timely manner.• Researching and resolving daily exceptions generated from the Rate of Return calculation engine • Validating outliers through data analysis by understanding cash flows, interest, accruals, and market values in the performance measurement process• Maintaining operational and written supervisory procedures in accordance with divisional standards• Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality and efficiency in the process Show less

  • Licenses & Certifications

    • Managing Logistics

      Linkedin learning
      Sept 2023
    • Understanding Logistics

      Linkedin learning
      Aug 2023