Kiera McKay

Customer Success Analyst at Resolve
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Contact Information
us****@****om
(386) 825-5501
Location
Australia, AU

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Credentials

  • Introduction to Securities and Investment (IOC) Unit 1
    The Chartered Institute for Securities & Investment (The CISI)
    Nov, 2019
    - Nov, 2024

Experience

    • Financial Services
    • 1 - 100 Employee
    • Customer Success Analyst
      • Feb 2023 - Present

      Resolve has designed a platform to simplify the process of buying and selling small-medium-sized businesses and address the pain points of buyers, brokers and vendors. The platform is a one-stop digital marketplace that serves as a centralised meeting place where transactions can occur smoothly and efficiently. My role as a Customer Success Analyst specifically focuses on managing customer relationships, identifying trends within customer analytics and providing product development feedback to ensure that Resolve provide their customers with a positive experience, reducing churn and encouraging business growth. Show less

    • Administrative Assistant
      • Jun 2021 - Dec 2021

    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Waitress - Campus Food and Drink
      • Feb 2017 - Dec 2021

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Junior Analyst
      • Aug 2019 - Aug 2020

      Compliance Reviews and Attestations • Perform a combination of Compliance Monitoring and Testing activities, aiming to independently evaluate controls designed to mitigate compliance risk • Perform ongoing Monitoring activities in different business divisions, designed to identify potential compliance violations • Perform periodic Testing reviews, with detail similar to that of an Audit. Testing activities are designed to assess the operating effectiveness of compliance controls and/or adherence to policies and procedures • Compliance Reviews encompass the following; CASS Reviews, Transaction Reporting Reviews, Desk Reviews, Branch Reviews and Thematic Reviews • Collaborate with colleagues across EMEA • Compilation of monthly and quarterly review packs for multiples business units across EMEA to be presented to the Conduct Risk Committee. • Collection of raw data, data cleansing, and the generation of MI metrics • Compilation of monthly operating reports to be presented to the Operating Committee. Show less

  • QUB Student Managed Fund
    • Belfast, United Kingdom
    • Junior Analyst
      • Sep 2018 - Feb 2019

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • EY Disovery Programme
      • Jun 2018 - Jun 2018

      5th - 7th June 2018 5th - 7th June 2018

    • Irish Dance Tutor
      • Jan 2015 - Jan 2017

Education

  • Queen's University Belfast
    First Class Honours (75)
    2017 - 2021
  • Larne Grammar School
    A Level, Mathematics, ICT, Geography
    2015 - 2016

Community

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