Client Services Manager

Job Details

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What you need to know

We are currently seeking a Client Service Manager for our client, a global financial services company based in Limerick (remote for the moment).


In this job, you will join a team for Client Service Ireland & Multinationals, Institutional Investor Group. This is a growing team.

Structured training, induction programmes and a buddy is provided to new starters.

This is a 12-month contract role with some possibility of extension. This job is remote for the moment so a laptop or PC is required.

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Key duties & responsibilities:

  • Day to day oversight of the assigned portfolios
  • Responsible to provide support to oversees client services, queries, audits and valuations
  • Act as the point of contact for designated portfolio of clients, ensuring a high standard of client services is maintained at all times
  • Deal with and manage accounts of high value individuals from corporate and private backgrounds
  • Build and maintain strong relationships with client, other departments and stakeholders
    Liaise and interact with clients on camera and over the phone – its’ a very interactive environment
  • Lead and participate in Client Meetings and ensure minutes and follow up items are closed out
  • Report Review and preparation on Portfolio’s Performance, Monitoring of Service Level Agreements, creation of KPI reports
  • Identify and resolve issues while serving as an escalation point for complex situations and ensure that they are brought to a successful resolution
  • Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy
  • Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service


Skills /Experience

  • Bachelor’s degree preferred
  • 2-5 years’ experience in a similar industry (Transfer Agency, FA, Retail Banking etc.)
  • Strong client servicing and relationship building experience
  • Excellent communication skills, both written and spoken
  • Attention to detail is vital
  • Proficient in Microsoft Office applications and software packages


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    Recruitment Consultant: Rena Weld

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