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Location
Limerick
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Sector:
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Job type:
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Salary/Rate:
€290 per day (Ltd Co / Umbrella)
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Contact:
Sarah Doan-Gill
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Contact email:
sdgill@skillfindergroup.com
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Job ref:
18259USER_36
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Consultant:
Sarah Doan-Gill
Client Services Consultant
Contract - 12 months extendable
Hybrid working - 3 days per week on site (Thursday anchor day)
Hours per week - 37.25
Hourly Rate - Circa €40
ROLE
Reporting to the Client Service Centre Team Manager, Ireland, you will be responsible for managing multiple clients and ensuring that the Transfer Agency service is maintained as per the defined tasks outlined in the Client Service Centre Model.
The department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.
PRINCIPAL RESPONSIBILITIES
• Be the point of contact to their external and internal partners.
• Review/sign off the Administration Reports.
• Attend service calls chaired by the RM and/or CSDM.
• Attend client meetings with the appropriate operational representatives
• Prepare presentations for operational or due diligence meetings
• Responsibility for vetting all incident reports prior to release to RM's/Clients and ensuring all items are added to the daily client incident logs. (TA Dashboard and GFS)
• Manage client issues ensuring appropriate resolution, including regular liaison with Global Relationship Managers and other Operational Managers to provide a seamless service.
• Ensure that partner and client interactions are dealt with in a prompt professional manner at all times.
• Demonstrate client servicing skills in all interactions and maintain a positive manner.
• Escalate items to functional Team Leaders, Manager, CSDM and/or RM as appropriate.
• Strive for first contact resolution on all incoming queries.
• Respond to incoming enquiries (via phone, email, workflow, etc.) accurately, completely and in a timely manner.
• Provides leadership and guidance to staff, fostering an environment which encourages employee participation, teamwork, and communication and overall excellent Client Servicing - performance management, career development, provides input for staffing and hands on training to partners.
• Develops periodic goals for the CSC Team, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work.
SKILLS/EXPERIENCE
• Operational experience in a Transfer Agency role.
• Previous experience with people management and change management skills desirable.
• Track record of building and maintaining strong client relationships.
• Transfer Agency Industry and regulatory knowledge strongly preferred.
• Effective verbal reasoning and numeric skills required.
• Good keyboard skills and ability to learn systems used within the business required.
• Ability to work under pressure meeting challenging deadlines.
• Planning and organisation skills.
• Flexible approach to work.
• Ability to review and resolve complex issues in a timely manner.
• Ability to work under pressure meeting challenging deadlines.
• Ability to work on own initiative.
• Ability to build relationships with relevant stakeholders.
Relationships
DIRECT REPORTS:N/A
INTERNAL KEY STAKEHOLDERS:
- Client Service Centre – Manager
- Head of Client Services (Ireland) – RM/CSDM group
EXTERNAL KEY STAKEHOLDERS:
- Clients, Investors
- Independent Boards
- Regulators; including CBoI and FED