Client Services Representative

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You will work as a Client Services Representative for our client, a financial services company in Limerick. 

This is an 11 month contract role.

Your new job

  • To act as the primary point of contact for all custody related queries from the client, trustee or fund administrator.
  • Ownership and resolution of all client, trustee and fund administrator queries.
  • Oversight of the Service Level Agreement.
  • Participates in Custody Transitions (TBA, new business, etc.)
  • Identifies and manages resolution of service delivery root causes.
  • Coordinates and participates in Service Reviews as required.
  • Coordinates and prepares client MIS reports as required.
  • Build and maintain strong relationships with all internal partners.
  • Maintain and monitor all client data and standing instructions.
  • Monitoring and resolution of cash and stock exceptions.
  • Ensure day to day funding requirements are in line with client standing instructions.
  • Monitors and escalates any credit facility breeches in a timely manner.
  • Preparation of client tax and proxy voting documentation.
  • Responsible for opening and closing client custody accounts.
  • Responsible for reviewing client custody fee invoices for approval and ensuring timely settlement.

What are we looking for?

  • Good knowledge of accounting principles.
  • Ability to work under pressure and meet deadlines.
  • Ability to plan and prioritise their day to day workload to meet client deadlines.
  • Good written and oral communication skills essential to the role.
  • Intermediate level Microsoft Excel

Matrix Recruitment are acting as the Employment Agency and Pay Master for this position.

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Recruitment Consultant: Rena Weld

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