Summary
Overview
Work History
Education
Skills
Timeline
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Kaileigh Kirton

Jacksonville,FL

Summary

I am an ambitious and detail-oriented individual seeking an opportunity to leverage my strong communication, problem-solving, and organizational skills in a dynamic and growth-oriented environment. I am eager to contribute to a team where I can apply my passion for technology and customer service while gaining experience. I am particularly interested in roles that offer the chance to collaborate with cross-functional teams, solve complex challenges, and grow my technical expertise. My goal is to contribute to a company's success while enhancing my professional skills and developing a deeper understanding of the industry.

Overview

6
6
years of professional experience

Work History

Client Service Associate

Black Diamond SS&C Advent
Jacksonville, FL
01.2023 - Current
  • Client Demonstrations & Platform Expertise – Prepare and present platform demos, showcasing key features and navigation.
  • Project & Task Management – Support client advisors (CAs) with client projects and provide coverage when needed.
  • Case Management & Resolution – Handle standard and complex cases, ensuring timely resolution and continuous monitoring of queues.
  • Data Reconciliation & Accuracy – Understand and oversee reconciliation processes, audits, and daily data imports to ensure data integrity.
  • Bulk Uploads & Issue Resolution – Manage bulk uploads, troubleshoot errors, and collaborate with product teams on platform improvements.
  • Quarterly Reporting Leadership – Oversee quarterly reporting, classify assets, consult on best practices, and enhance firm efficiency.
  • Effective Communication & Client Interaction – Provide professional and detailed communication with clients and internal teams.
  • Continuous Learning & Industry Knowledge – Stay informed on platform updates, industry trends, and educational certifications.
  • Team Collaboration & Mentorship – Support colleagues, offer expertise, and foster a collaborative work environment.
  • Process Improvement & Operational Efficiency – Identify opportunities to streamline workflows and enhance platform utilization.

Implementation Specialist

Black Diamond SS&C Advent
Jacksonville, FL
02.2020 - 01.2023
  • Case Queue Management – Monitor and maintain the case queue, ensuring timely assignment and resolution of cases while prioritizing First In, First Out (FIFO) processing.
  • Firm Case Routing & Oversight – Review incoming firm cases, determine appropriate routing, and ensure timely resolution to prevent delays.
  • Data Authorization & Case Follow-Up – Regularly review open, returned, and data authorization cases to stay updated on firm responses and required actions.
  • Out-of-Office (OOO) Coverage – Provide case management and dashboard oversight for teammates during their absence, ensuring continuity in service.
  • Client Email Management – Monitor the inbox multiple times daily, responding to client emails within an hour and maintaining accurate records of firm communications.
  • Professional Email Communication – Proofread responses, ensure clarity, and include appropriate stakeholders in firm communications for transparency.
  • Calendar & Meeting Management – Check calendars daily and maintain punctuality for virtual and in-office meetings in a hybrid work environment.
  • Internal Messaging & Availability – Maintain updated Slack/Teams statuses, ensuring clear availability for teammates and prompt response times.
  • Cross-Team Collaboration & Knowledge Sharing – Engage in Slack/Teams channels to seek answers, provide insights, and collaborate with teams across the organization.
  • Mentorship & Team Building – Proactively engage with Implementation Consultants (ICs), fostering trust and collaboration through regular check-ins.

Implementation Specialist - Internship

Black Diamond SS&C Advent
Jacksonville, FL
04.2019 - 02.2020
  • Participate in client meetings and track project progress.
  • Help troubleshoot and resolve issues during the implementation process.
  • Coordinate with other teams (sales, customer support, etc.) to ensure project success.
  • Assist in the setup and configuration of client software, systems, or services.
  • Support the implementation team with documentation and user guides.

Education

Bachelor of Science - Accounting

Edward Waters University
Jacksonville, FL
05-2019

Skills

  • Investment Operations & Portfolio Management – Strong understanding of financial data reconciliation, trade processing, and portfolio reporting
  • Case Management & Client Service – Expertise in managing client and firm-submitted cases with a focus on timely resolution and high-touch service
  • Financial Data Analysis & Reconciliation – Ability to audit and verify financial data, ensuring accuracy in cost basis, transaction backdating, and reporting
  • Regulatory Compliance & Risk Management – Knowledge of financial regulations and compliance standards to maintain accuracy in data authorization and reporting
  • Financial Reporting & Performance Analysis – Proficient in quarterly reporting, asset classification, and consulting on best practices for investment advisors
  • Professional Communication & Client Interaction – Strong verbal and written communication skills to engage with advisors, firms, and high-net-worth clients
  • Process Improvement & Operational Efficiency – Ability to identify inefficiencies in workflows, optimize reporting structures, and enhance data management
  • Team Leadership & Mentorship – Experience collaborating with advisors, analysts, and consultants while mentoring junior team members
  • Technology & Platform Proficiency – Skilled in using wealth management platforms like Black Diamond, data reconciliation tools, and bulk upload systems
  • Cross-Team Collaboration & Relationship Management – Ability to work effectively across multiple teams, ensuring smooth communication between investment operations, compliance, and financial advisors

Timeline

Client Service Associate

Black Diamond SS&C Advent
01.2023 - Current

Implementation Specialist

Black Diamond SS&C Advent
02.2020 - 01.2023

Implementation Specialist - Internship

Black Diamond SS&C Advent
04.2019 - 02.2020

Bachelor of Science - Accounting

Edward Waters University

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Kaileigh Kirton