James O'Rourke

James O'Rourke has extensive experience in client operations, primarily with Transact since January 2017, where roles have included Client Operations Support Team Manager, Regional Client Operations Manager, and Client Operations Supervisor. Responsibilities have encompassed team management, client account administration, compliance support, and developing relationships with financial advisers. Previous experience includes a position at International Financial Data Services as a Client Services Written Team Support Associate, and a bar supervisor role at Club Chemistry. James O'Rourke's educational background features multiple qualifications from the Chartered Insurance Institute and other institutions, focusing on financial services, pensions, compliance, and customer service.