David Allen
Dublin,Ireland
Summary
As an ambitious professional boasting a decade of experience in the finance sector, I bring a wealth of expertise to the table, including a solid foundation in fund management, transfer agency operations, investment strategies, budgeting, and the oversight of substantial insurance portfolios within the banking industry. My proficiency in client relationship management and customer service is a testament to my skill set, underscoring my ability to foster and maintain strong client connections. Colleagues know me as a reliable and steadfast contributor who supports his teammates. I am well equipped to drive efficiency improvements, leveraging my experience and knowledge to benefit organizational processes and outcomes.
Overview
6
6
years of professional experience
2014
2014
years of post-secondary education
Work history
Senior Client Service Analyst
Caceis
Dublin
01.2023 - 05.2025
- Senior Analyst within the Investor relations team at Caceis, actively engaged in the supervisor program
- Caceis investor relations team handles A to Z of all investors contacts, liaising with our internal departments where necessary to provide our clients with the best possible service.
- We also manage the Client relationship side (fund manager relationships)
- Handling day to day investor queries and requests, client calls, meeting preparation and attending client meetings.
- Expert in managing complex inquiries from both retail and institutional clients from in all facets of fund operations, including transaction processing, (AML) protocols, registration, dealing desk transactions and cash payment inquiries
- Highly skilled in resolving escalated issues, being the escalation point for the team on complex issues, fraud investigations, and customer complaints.
- Working with multiple departments simultaneously to file incident reports.
- Committed to creating and maintaining robust relationships with fund managers and investors, ensuring high-quality customer service
- Working with investors from all over the world, Europe, Asia, North and South America.
Senior Client Service Analyst
Northern Trust
Limerick
12.2020 - 01.2023
- Facilitated operational support for the Financial Service Centre (FSC) at Northern Trust
- Expertly managed daily AML, compliance, registration issues, and complaint resolution, collaborating with cross-functional transfer agency teams
- Thrived in a high-pressure and fast paced environment, delivering swift and professional responses to complex investor inquiries through phone and email.
- Enhanced efficiency by problem-solving, optimizing processes, and critically evaluating business practices
- Demonstrated exceptional client service skills, ensuring end-to-end resolution of client issues by liaising with multiple departments
- Produced insightful weekly and monthly management reports, offering in-depth financial and investment analysis for strategic planning, budgeting, and forecasting
Account Manager/ Team Leader
Lockton
Dublin
12.2018 - 09.2020
- Led high-impact global insurance renewals, dominang 75%-80% of the Irish market as an expert Account Manager on the Insolvency team at Lockton
- Managed premier accounts for industry giants such as KPMG, Grant Thornton, Deloie, BDO, Ernst & Young, Duff & Phelps, and PwC
- Directed a team of six as Team Leader, overseeing escalated issues, workflow management, leave planning, task delegaon, and staff development
- Executed persuasive presentaons at client meengs and sector conferences, effecvely communicang strategic insights
- Fostered exceponal client relaonships, achieving superior sasfacon and loyalty rates
Education
Bachelor of Arts (Honours) - Internaonal Insurance and European Studies with a French specializaon
UNIVERSITY OF LIMERICK
Certified Insurance Praconer - undefined
INSURANCE INSTITUTE OF IRELAND
Skills
- MICROSOFT WORD
- EXCEL
- TEAM LEADER EXPERIENCE
- TEAM PLAYER
- CRM
- SALES FORCE
- Troubleshooting expertise
- Incident management expertise
- Change management experience
- Understanding of kpis
- Client relationship building
Timeline
Senior Client Service Analyst
Caceis
01.2023 - 05.2025
Senior Client Service Analyst
Northern Trust
12.2020 - 01.2023
Account Manager/ Team Leader
Lockton
12.2018 - 09.2020
Certified Insurance Praconer - undefined
INSURANCE INSTITUTE OF IRELAND
Bachelor of Arts (Honours) - Internaonal Insurance and European Studies with a French specializaon
UNIVERSITY OF LIMERICK
Similar Profiles
Pradipkumar PATELPradipkumar PATEL
Team Manager at CACEISTeam Manager at CACEIS
PADMAVATHI SHANMUGANATHANPADMAVATHI SHANMUGANATHAN
Client Operations Officer - PERES Transfer Agency at CaceisClient Operations Officer - PERES Transfer Agency at Caceis
Pascal BorcyPascal Borcy
Change and Service Delivery Manager at CACEISChange and Service Delivery Manager at CACEIS
Maria SerbeaMaria Serbea
Senior Transaction Management -PERES at CaceisSenior Transaction Management -PERES at Caceis
Afolabi FadairoAfolabi Fadairo
Security Officer at Frontline SecuritySecurity Officer at Frontline Security