Investor Services Analyst

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We are currently recruiting for an Investor Services Analyst for our client, a large investment benk based in Limerick City, who will work closely with their US team.

The role is initially a 6 month role, with a good possibility of extension and or permanency at the contracts end.

The successful candidate will be joining a progressive and diverse team.

What you will be doing:

  • Respond to account enquiries which may come from in-bound calls, emails etc
  • Make outbound calls to investors and internal partners to resolve account requests that are not in good order
  • Monitor and report on various client queries and make recommendations where applicable to your TL on procedure changes to enhance the customer experience
  • Process mutual fund orders, process account maintenance requests, and provides general information on funds to investors and stakeholders
  • Complete and distribute internal reporting on team KPI’s as requested
  • Responsible for following established guidelines, identifying and resolving problems and ensuring that follow up is completed for research items
  • Develop a strong knowledge of the core aspects and business functions of a Transfer Agency
  • Develops a strong knowledge of the various applications critical to investor and account servicing, including online tools, and seeks to expand knowledge to maintain the highest standards of client servicing
  • Identify service efficiency enhancements, process improvements and service delivery using creative and proactive measures
  • Maintain updated knowledge of the company’s fund products and compliance policies etc

What we are looking for:

  • A relevant college/university degree with some relevant industry experience is preferred
  • Experience working in a contact centre or in a customer facing role, ideally within financial services would be an advantage
  • Basic funds industry knowledge
  • Strong interpersonal skills – relationship building, respect, problem solving and understanding
  • Ability to work on own initiative and set deadlines
  • Attention to detail and a strong eye for accurate reporting
  • Leadership abilities
  • Can ensure tasks and responsibilities are completed in correct timescales
  • Proficient in MS Office

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    Recruitment Consultant: Dean Hayden

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