Keith Ireland
Concord,NC
Summary
Dynamic Account Manager at Citco Fund Services with a proven track record in enhancing client satisfaction through effective relationship building and tailored solutions. Skilled in account oversight and team training, I successfully managed diverse portfolios, ensuring timely communication and efficient problem resolution, leading to increased client retention and loyalty.
Overview
28
28
years of professional experience
Work History
Account Manager - Private Equity Family Office
Citco Fund Services
Charlotte, NC
03.2008 - Current
- Managed client relationships, ensuring satisfaction and retention through proactive communication and support.
- Developed tailored solutions to meet unique client needs, enhancing service delivery and operational efficiency.
- Coordinated cross-functional teams to resolve client issues, streamlining processes for improved response times.
- Led training sessions for new staff, fostering a culture of knowledge sharing and continuous improvement within the team.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Associate
Goldman Sachs
Princeton, NJ
2004 - 2008
- Developed and implemented strategic initiatives that enhanced client relationship management processes.
- Streamlined reporting systems, increasing efficiency in data analysis and decision-making support.
- Led efforts to create a database to track and analyze broker statements to ensure pricing was in line with expectations.
Education
Bachelor of Science - Accounting
Stockton University
Absecon, NJSkills
Investran experience
Account management of Private Equity and Hybrid funds
Client servicing
Teamwork and collaboration across global offices
Client relations
Relationship building across multiple clients and internal offices
Account oversight
Team Training
Client rapport
Prioritizing workflows
Team oversight
Portfolio pricing and analysis
Expense budgeting
Investor allocation review
Timeline
Account Manager - Private Equity Family Office
Citco Fund Services
03.2008 - Current
Associate
Goldman Sachs
2004 - 2008
Bachelor of Science - Accounting
Stockton University