Corporate Trust Client Services Manager

  • Contract
  • Location: Wexford
  • Ref: 916335

Job Details

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What you need to know

We are currently seeking a Corporate Trust Senior Analyst for our client, a global investment banking company based in Wexford.

This job is within a growing team and you will work closely with colleagues in other locations like India, UK and the US and other locations to streamline and align processes.

As the Senior Analyst your primary responsibility will be the management of a number of Loan Funds or CLO portfolios of Corporate Trust Clients. You will also actively assist the Group Manager with developing and driving new strategic plan initiatives. This role will provide exposure to a data migration project.

It is a 12-month contract job and salary depends on experience.

Your new job

Key duties & responsibilities:

  • Day to day oversight of the assigned portfolios to ensure high Client Experience Levels
  • Responsible for servicing the overall Client relationship ensuring delivery of contract obligations
  • Participate in Client Meetings and ensure minutes and follow up items are closed out
  • Cash & Trade (Loans, Bonds etc.) management oversight – ability to engage with Clients to ensure timely execution
  • Responsibility over cash conversions and books of the portfolio.
  • Identify and resolve issues and ensure that they are brought to a successful resolution
  • Serve as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers and clients
  • Report, review and preparation on Portfolio’s Performance, Monitoring of Service Level Agreements, creation of KPI reports
  • Maintain continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams
  • Participate in Client Meetings and ensure minutes and follow up items are closed out
  • Develop strong working relationships with Front Office Relationship Managers, Client Services teams and Global Group Managers
  • Assist in transferring data to the new platform – Solvas
  • Participate in training of support team on Client and deal specific requirements
  • Partner with Global Group Managers to identify and streamline business operations
  • Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy


Skills /Experience

  • Minimum 2 years Corporate Trust or related financial markets/securities industry experience
  • Minimum 4 years financial services industry experience
  • Strong Client Management Experience
  • Ability to review deal governing documents
  • Experience in Loans (syndicated, bi-lateral, real estate) very desirable
  • Ability to quickly address issues – strong decision making
  • Effective interpersonal, oral and written communication skills
  • Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
  • Proficiency in using Microsoft packages particularly Excel
  • Wall Street Office or Solvas experience desirable


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Recruitment Consultant: Rena Weld

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