Financial Serices & Banking

Senior Admin Transfer Agency

Permanent

Eden Recruitment

Senior Admin Transfer Agency dublin, Dublin

Position Title: Senior Administrator / Administrator РInvestor Contact Centre 

PRIMARY RESPONSIBILITIES

OPERATIONS

  • Answer standard and ad-hoc Investor and distributor queries as requested
  • Generate standard and ad-hoc Client and Regulatory reporting as requested.
  • Assist other team members with the documentation receipt process, as requested.
  • Liaise with other SHS teams to ensure a timely resolution to queries /requests
  • Escalation of issues
  • Ensure procedures and checklists are updated and adhered to.
  • Participate in any projects assigned.
  • Actively participate in team workshops and weekly meetings.

QUALITY CUSTOMER SERVICE

  • Provide high quality customer experience by responding promptly and accurately to all enquiries received by the team in accordance with agreed Service Level Standards and/or as assigned by the Supervisor or Manager.
  • Advise Manager of all issues, ensuring closure of same and suggest resolution where possible.
  • Ensure all queries are managed through CRM application in a timely manner to facilitate timely resolution.

TEAMWORK / EFFICIENCY

  • Participate in cross-training for developmental and back-up purposes.
  • Support and assist other team members during high volumes and staff shortages.
  • Ensure that recurring client issues are noted and advised to manager.
  • Demonstrate strong awareness and acceptance of deliverables by offering assistance and/or sharing of knowledge.

AUTHORITIES, IMPACT, RISK

  • Adherence to agreed deadlines, accuracy of processing and interpretation of investor requests and instructions. These are all crucial in preventing financial loss and adverse reputational risk.
  • Key point of contact for Investors and Distributors.
  • Position is key to ensuring efficient workflow within the group.

KEY RELATIONSHIPS

  • Investors, Distributors, Clients
  • Maintaining relationships within the team
  • Supervisor, Manager, Department Management Team.
  • SHS Teams in KL and Lux.

EXPERIENCE Essential

  • Some experience in a Shareholder Services or similar environment, with customer servicing experience
  • Some experience in liaising with Investors, Distributors and Clients on SHS matters would be advantageous.
  • Good knowledge of the Funds Industry.
  • Proficiency in French, Italian or German.

Not Essential but preferred

  • Experience in call centre environment of a Transfer Agency or financial services industry in an operations environment.

Tagged as: Senior Admin Transfer Agency