Aidan Long
Client Services Associate at Interactive Brokers
Based in County Wicklow, Ireland
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Seniority
Staff
Department
Customer/Client Service
Location
County Wicklow
Industry
Financial Services
Company size
3.6K
Contact information
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a•••••••@ibkr.com
Phone
5 credits+353 ••• •••• ••••
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Background
About Aidan Long
Finance Professional with QFA Designation Pursuit As a finance professional actively working toward completing the QFA (Qualified Financial Advisor) designation, I bring a wealth of knowledge and experience to the table. Key highlights: Analytical Approach & Project Management Skills: At Interactive Brokers, I consistently exceed performance targets by delivering top of team performance. My developed financial skills and experience allow me to provide financial fact-finding sessions and guiding clients with live financial analysis I have a proven record in fast-paced environments, managing priorities and delivering projects within deadlines. During my one-year tenure at The Bank of New York Mellon, I specialized in Complex Derivative Pricing show my robust financial analysis abilities. Client Relationship Management : At Interactive Brokers, I have excelled at building and maintaining strong relationships, guiding clients through their investment decision-making process, and informing them about various investment options. For over nine years, I served as a client relations consultant in the FMCG sector. I grew and managed relationships with 60+ FMCG client companies, tailoring solutions for leading organizations such as Mondelez International, Britvic Ireland, and Flahavan’s.
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