Barry Kelly

Experience

• 

  AIB

  Jan 2009 - Sept 2009

  Accounting Operations

  I worked on staff expenses and general expenses of AIB ROI. My role was to ensure that all staff expenses were submitted correctly and signed by the correct manager. I also ensured the banks expenses were correctly submitted and okay for payment. From there, I was responsible for putting through the payment. From this job I greatly improved my computer skills, working as part of a team whilst using my own initiative conversing with other companies when problems arose. Show less

• 

  FEXCO

  Jan 2011 - Jan 2012

  Customer Service Representative

  I was responsible for dealing with all customer queries. This included bill queries, changes of ownership, setting up new gas lines to housing and any other issues customers might have.

• 

  Telefónica Ireland

  Jan 2012 - Jan 2013

  Sales and Retentions Agent

  I looked after customers that were thinking of leaving O2. My main roles were to retain customers whilst also maintaining profitability and upselling products and plans wherever possible.

• 

  State Street

  Oct 2013 - now

  •Responsible for maintaining Client records for a number of Hedge Funds.• Managing investors relations and provide a constant line of communication between the investors and the Hedge Fund.• Processing and distributing investor statements monthly, ensuring accurate reporting.• Strong knowledge of FATCA and ensuring investors are fully compliant within IRS guidelines.• Book and review investor transactions and the transferring of funds accordingly.• Maintain a strong relationship with the Fund Investment Manager.• Ensure a high standard of accuracy and ensure reporting goals and deadlines are met. Show less

  • Assistant Vice President Investor Services

    Jun 2022 - now

  • Manager

    Feb 2020 - Jun 2022

  • Senior Associate Investor Services

    Jul 2017 - Feb 2020

  • Senior Associate Investor Services

    Oct 2013 - Jul 2017