Shane Byrne

• Act as most senior point of contact for all clients.
• Head up all client on-boarding, implementation, and client mergers. Identifying and working with relevant teams, ensuring client is fully capable and kept up to date on process.
• Manage/Mentor and Support client after Implementation, acting as expert on fund platforms and strategy.
• Champion RBC Global Fund Platform - RBC's Client Investment/Fund platform - Teaching and advising clients and junior colleagues.
• Chair Client meetings, dealing directly with the client using a consultative partnership approach to answer all client enquiries as an investment reporting and fund services expert.
• Trade and Performance monitoring, analysis and identification of client performance, then engage with relevant clients on portfolio performance. Documenting all correspondence sent and received.
• Assist regulatory activities within investment operations teams.
• Creating and building relationships with third party vendors. Proven conflict and dispute resolution skills, engaged with clients in maintaining solid relationships with a proven sales acumen.
• Reporting directly to Managing Director, ensuring all lines of communication are open and ensuring relationship management between all business units to allow fluency of day to day processing.
• Provide a high level of service by ensuring the team responds promptly and accurately to daily client queries. Provide required support to the team acting as a Senior Escalation Point.
• Compile and review all client queries and chase further information as

• Manage and maintain of a book of portfolios across various jurisdictions.
• Management and oversight of business units and custodians on front to back client on-boarding/fund mergers and closures.
• Demonstrating a clear understanding of the investment platform & performance processes and portfolio activity.
• Active in SSGA online Fund platform training for colleagues and clients post client implementation.
• Trade and Performance monitoring, analysis and identification of accounting differences between SSGA and relevant custodian accounting to then engage with relevant clients on portfolio performance.
• Daily engagement with fund managers across asset classes and strategies including fixed income and equity portfolios, resolving overdraft and cash exposure issues to maintain client mandate.
• Adaptive and engaging when dealing with clients.
• Creating/Building relationships with custodians, including but not limited to BNY Mellon, JPM, BNP Paribus and HSBC.
• Working with risk and compliance teams and portfolio managers to ensure client mandates are met.
• People management - mentoring and teaching others around me to enhance team knowledge motivation and workplace fluency. Strong delegation and Conflict resolution.
• Ad Hoc tasks involving client administration/fund maintena

• Relationship management of clients, business units, and third party product providers, including working closely to reconcile client grievances. Liaising with Brokers, Custodians, Fund Managers and Trading desks to resolve day to day issues.
• Formulating strategy including but not limited to business change and creating solutions.
• Articulate and enterprising, trusted with chairing client meetings and discussing client strategy in an effective manner face to face. Entrepreneurial and driven by nature.
• Proven conflict and dispute resolution skills, engaged with clients in maintaining solid relationships.
• Customer service management across a diverse portfolio of clients, necessitated project management skills and maintaining strategic plans for clients.
• Proven ability to explain complex strategy/investment products simply.
• Manage and maintain Client fund strategy, working closely with Wealth Managers, fund accounting teams and Compliance
• Consultation on Business Development, Strategy and Change Management.
• Client On-boarding, to then develop products and process packages for specific categories of clients.
• Daily Processing and analysis of client issues; working closely with business units, third Party Providers and Clients.
• Working with a diverse environment, both client base and colleagues.

• Manage and maintain Client fund strategy, working closely with Wealth Managers, fund accounting teams and Compliance
• Working with a diverse environment, both client base and colleagues.
• Daily Processing and analysis of client issues; working closely with business units, third Party Providers and Clients.
• Liaise with Brokers, Custodians, Fund Managers and trading desks to resolve day to day processing issues.
• Consultation with Private and Corporate entities to build and maintain new strategies over a wide range of investors. Experienced in providing objective advice.
• Relationship management with product providers, including Zurich, Threadneedle, Friends Providence, Generali and in house Fund Managers.
• Change management, risk and control oversight, continuous process improvement,
• Motivating team, aiding in training and development of junior members of the team/contract colleagues
• Client On-boarding, to then develop products and process packages for specific categories of clients

• Project Management capacity; aiding in and heading various cross/departmental projects within my remit, working with upper management to identify efficiency.

• Analysis and monitoring of forex markets for cross boarder clients.
• Analysis of client income and preforming daily checks to ensure no new information has been missed and to make sure pay date files are correctly filed, with all correct information i.e. correct calculation of interest rate for day payment is to be made.
• Liaising with Corporate Actions with regards to queries involving private clients.
• Liaising on a daily basis with Sub Custodians in Europe, the Middle East and Africa to ensure fluency of business to our private clients in said Markets.
• Deadline orientated, keeping to and often meeting deadlines well before due date/time whilst maintaining 100% accuracy.
• Delegation of work to colleagues whilst maintaining fluency on high priority projects during the day.
• Post analysis, Closing/Killing/Archiving payment files which income had been previously paid; along with implementing post checking and analysing trends in data, identifying trends and anomalies between markets.
• Management and development planning of junior processors and temporary workers.
• Educating temporary workers and interns to ensure fair delegation of work and to aid in their learning and growth within the company.

• Creation and implementation of pay date files to ensure private clients details are accurate, correct and up to date with new information given by custodians in the relevant markets.
• Pay date -2, -5 and -10 checks to ensure no new information has been missed and to make sure pay date files are correctly filed, with all correct information i.e. correct interest rate on day payment is to be made.
• Closing/Killing/Archiving old files which income had been previously paid.
• Liaising with Corporate Actions with regards to queries involving private clients.

• Working closely with and liaising with other departments both in house and in Leeds and London.
• Deadline orientated position, keeping to and often meeting deadlines well before due date/time whilst maintaining 100% accuracy.
• Working with a close team to enable fluency in all systems, liaising closely with Fund Managers and Fund Managers Assistant’s to ensure client accounts are on the path in which they should be.
• Ability to quickly learn and master a broad range of new IT systems in house to allow the department to run fluently.
• Dealing with client accounts on a daily basis, understanding client objectives and investment strategies to efficiently amending where required.
• Liaising with corporate actions and Fund Managers to assist in the administration and generation of client portfolios - portfolios for private clients, charity port folios, trusts, pension schemes/SIPPs, Stocks and Shares ISA's across 7 Fund Managers.
• Monitor and highlight client mandate restrictions with the help of the corporate actions team to consult with the fund managers. To ensure breaches are avoided through the use of systems and interaction with corporate actions team.
• Resolving queries with the help of the corporate actions team in a reconciliation role in relation to fund and/or client queries received which have been brought to attention by fund managers or Fund Managers Assistants; these include stock splits, acquisitions and dividends.