5 часов назад
Analyst, Transfer Agency
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Analyst, Transfer Agency (Fund Administration): Managing investor servicing queries and instructions through telephone and email channels with an accent on customer communication, service-level compliance, and accuracy. Focus on monitoring workloads, verifying customer instructions, coaching new team members, and maintaining quality standards within a transfer agency service centre.
Location: Limerick, Ireland; full-time, on-site
Company
provides wealth management, asset servicing, asset management, and banking services to institutional and private clients worldwide.
What you will do
- Respond to customer and investor queries by telephone and email.
- Monitor call volumes and email inboxes to ensure service-level agreements are met.
- Perform callbacks to verify customer instructions.
- Complete assigned tasks within required timelines and quality standards.
- Mentor and coach new team members and act as a point of reference for their queries.
- Participate in team meetings, huddles, quality activities, and client visits as required.
Requirements
- Strong customer focus, interpersonal skills, and written and verbal communication.
- Problem-solving, analytical thinking, decision-making, and the ability to work independently.
- Computer literacy, including competent use of Excel, Word, and other Microsoft Office applications.
- Strong attention to detail, accuracy, motivation, and ownership of deadlines.
- Must have the right to work in Ireland throughout employment.
- Employment permit sponsorship is not available, including Critical Skills, General Employment, Intra-Company Transfer, and Stamp 1G permissions.
Nice to have
- Experience in a contact centre or customer-facing role.
- Understanding of transfer agency products in an investor services centre.
- Knowledge of fund administration, the organisation, or the financial services regulatory environment.
Culture & Benefits
- Flexible and collaborative work culture.
- Opportunities for internal movement and access to senior leaders.
- Commitment to an inclusive workplace and community support.
- Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.
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