Investor Services/Customer Service

Investor Services, Transfer Agency/Customer Service

Limerick

Until 31 December initially

Role/ Department:

Reporting to a Team Leader, your main responsibility will be to ensure that investor queries are handled in accordance to our quality and service level standards across calls and emails for all clients.

The department provides third party fund services to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.

The key responsibilities of the role include:

• Responding to investor queries via phone or email


• Ensure queries are answered in line with department procedures


• Act as a buddy/mentor to new team members when required.


• Ensure your own tasks and responsibilities are completed within the correct time scales


• Attend and participate in team huddles and team meetings.


• Participate in client visit meetings as required


• Fulfil additional, relevant, tasks appropriate to the role and business requirements

Skills/ Qualifications:

The successful candidate will benefit from having:

• Working knowledge Client & Investor Servicing


• Knowledge of Fund administration and the regulatory environment


• Ability to work to set deadlines


• Microsoft Office Skills i.e, Excel, Word.


• Attention to detail and strong accuracy


• Analytical skills are required to research and resolve enquiries

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