Gerard OGrady

Available to hire

Customer-focused professional with 15+ years of experience supporting clients in fast-paced, regulated environments.

About

Customer-focused professional with 15+ years of experience supporting clients in fast-paced, regulated environments. I specialise in clear communication, problem-solving, and delivering reliable, high-quality support across digital platforms.

I’ve worked extensively in customer service and customer success roles, handling complex queries via phone and email, managing account issues, billing queries, escalations, and detailed system documentation. I’m highly organised, detail-oriented, and comfortable working to tight deadlines while maintaining a calm, professional approach.

I’m tech-minded and quick to learn new tools and platforms, with hands-on experience using CRM systems, digital workflows, and AI-assisted tools to improve efficiency and accuracy. I’m particularly interested in remote, project-based work involving customer support, AI analysis, content review, and data-driven tasks.

Reliable, adaptable, and easy to work with — I take pride in doing the job properly and delivering real value to clients.

  • 23 years' experience
  • Joined February 2026

Languages

  • EnglishFluent

Industry experience

  • Financial Services
  • Healthcare
  • Professional Services
  • Media & Entertainment
  • Education
  • Travel & Hospitality

Work experience· 10 roles

Customer Success Manager · BNY MellonNov 2021 – Dec 2024 · 3 yrs 2 mos

Proactively addressed customer issues, acted as primary escalation point for complex problems, leveraged data-driven insights to craft tailored strategies, nurtured client relationships, and managed month-end invoicing and journal entries to ensure financial integrity and transparency. Delivered exceptional service and developed training materials to enhance staff performance.

Senior Success Executive · Bank of America Merrill LynchJun 2017 – Nov 2021 · 4 yrs 6 mos

Main point of contact for CSRs on failed payments, new accounts, and maintenance of high-value accounts; collaborated with multiple departments to ensure verification standards and timely processing of high-value payments; gathered KYC/AML information; managed time-sensitive tasks and served as lead analyst on Brexit-related matters; mentored team and resolved inquiries.

Trade Support Senior Specialist · Bank of America Merrill LynchApr 2011 – Jun 2017 · 6 yrs 3 mos

Team specialist overseeing high-value money markets and foreign exchange transactions; communicated with clients to address issues; collaborated with traders to allocate funds; supervised on tight deadlines; conducted team training; reconciled discrepancies against ledgers.

Medical Records · St Vincent's University HospitalOct 2010 – Apr 2011 · 7 mos
Audit Administrator · Bank of IrelandJun 2008 – May 2010 · 2 yrs
Security Releases Officer · Bank of New ZealandMay 2007 – Mar 2008 · 11 mos
Assistant Manager · Espionage Nightclub EdinburghMay 2005 – Mar 2007 · 1 yr 11 mos
Porter · St Vincent’s HospitalNov 2003 – May 2005 · 1 yr 7 mos

Education

Leaving Certificate · St Brendans CBS2030 – 2026
Level 6 Fetac course in PHP and MySql database programming · Dun Laoghaire Senior College2030 – 2026

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