Kiera McKay
Customer Success Analyst at Resolve- Claim this Profile
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Bio
Credentials
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Introduction to Securities and Investment (IOC) Unit 1
The Chartered Institute for Securities & Investment (The CISI)Nov, 2019- Nov, 2024
Experience
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Resolve
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Financial Services
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1 - 100 Employee
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Customer Success Analyst
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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
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J W Mcninch & Son Solicitors
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United Kingdom
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Administrative Assistant
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Jun 2021 - Dec 2021
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Queen's University Belfast
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United Kingdom
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Higher Education
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700 & Above Employee
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Waitress - Campus Food and Drink
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Feb 2017 - Dec 2021
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FinTrU
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United Kingdom
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Financial Services
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700 & Above Employee
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Junior Analyst
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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
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QUB Student Managed Fund
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Belfast, United Kingdom
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Junior Analyst
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Sep 2018 - Feb 2019
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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EY Disovery Programme
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Jun 2018 - Jun 2018
5th - 7th June 2018 5th - 7th June 2018
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Royal Tara Dance Academy
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Larne
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Irish Dance Tutor
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Jan 2015 - Jan 2017
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Education
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Queen's University Belfast
First Class Honours (75) -
Larne Grammar School
A Level, Mathematics, ICT, Geography