Summary
Overview
Work history
Education
Skills
References
Affiliations
Timeline
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John Bellew

Newcastle,Ireland

Summary

Experienced professional with focus on client service management, committed to enhancing customer satisfaction and loyalty. Specializes in resolving complex issues and fostering long-term client relationships through effective communication. Proven track record in driving client retention and delivering exceptional service solutions.

Overview

7
7
years of professional experience
9
9
years of post-secondary education

Work history

Associate - Client Services Supervisor

Brown Brothers Harriman
Dublin
2022.05 - 2025.09
  • Act as a primary contact for external 6 clients, addressing daily servicing inquiries.
  • Organizing and running weekly, biweekly and monthly operation clients for multiple clients.
  • Field and respond to client inquiries, including escalated issues, providing swift and effective solutions.
  • Coordinate and follow up on client meetings and deliverables, ensuring tasks are completed on time
  • Develop and maintain a strong understanding of BBH's diverse products and services to better serve clients.
  • Contribute to a collaborative team environment and participate in a growth-oriented learning atmosphere
  • Leadership overseeing two senior representatives within the team. This included being their point of contact for escalation, delegating, identifying areas for training & development, providing feedback and conducting performance reviews.
  • Recently promoted to associate.

Senior Fund Accountant

Link Group
Maynooth, County Kildare
2019.07 - 2022.05
  • Working as part of a Fund Accountant team and to strict deadlines to Calculate daily Net Asset Value of Mutual & Hedged funds
  • Daily use of Microsoft Office Suite in particular excel
  • Cash and Position reconciliations via FundRecs and to investigate any breaks
  • Communicating via email and over the phone with investment managers, brokers & custodians daily to answer queries in a timely manner
  • Investigating and analysing financial market data using Bloomberg terminal
  • Working Remotely during the pandemic & working efficiently during challenging time to ensure BAU for clients.
  • Participating in team meetings and contributing to process improvements discussions
  • Promoted to Senior Fund Account. The responsibility of the role shifted to training new team members on different internal systems and also reviewing junior team members work before being sent to client and published in the market

Bank Official

AIB
2018.11 - 2019.07
  • Review and logging of post
  • Administration and review of documents
  • Following up on outstanding Solicitors Undertakings via a predefined process including letters
  • Dealing with/reviewing and following up on Solicitors correspondence with the objective of getting mortgage and title deeds obtained for approval in order to have the Solicitors' undertakings discharged.
  • Identification of cases where further assistance or collaboration with Legal support may be required
  • Carrying out general administration duties as required and to contribute to the effective operation of the unit

Education

B.B.A. - Business and Accounting

Maynooth University
Ireland
2014.09 - 2018.05

Leaving Certificate -

Lucan Community College
Dublin, Leinster
2008.09 - 2014.06

Skills

  • Comptia A Certified
  • Comptia Network Certified
  • Proficient in Microsoft Office software
  • Communication
  • Teamwork skills
  • Full driver license
  • Delegating effectively
  • Attention to Detail
  • Leadership

References

Referees on Request

Affiliations

  • Member of the Dublin Senior Hurling Panel for the last number of years.
  • Member of Lucan Golf Club.
  • Member of Lucan Sarsfield's GAA Club playing hurling. Being involved for most of my life as a player, coach and having the privilege to captain numerous teams.

Timeline

Associate - Client Services Supervisor

Brown Brothers Harriman
2022.05 - 2025.09

Senior Fund Accountant

Link Group
2019.07 - 2022.05

Bank Official

AIB
2018.11 - 2019.07

B.B.A. - Business and Accounting

Maynooth University
2014.09 - 2018.05

Leaving Certificate -

Lucan Community College
2008.09 - 2014.06
John Bellew