Transfer Agency Admin

Investor Contact Centre /Shareholder Services                                                                                     

Summary

The successful candidate will be responsible for delivering a high quality service to this companys Dublin Shareholder Services clients.   The administrator will be expected to handle a high volume of queries and will be expected to respond accurately and timely and within agreed SLAs (Service Level Agreements). 

Duties and Responsibilities; 

• Answer standard and ad-hoc Investor and distributor queries as requested
• Answer the telephone in a professional and knowledgable manner ensuring excellent investor experience.
• 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
• Ensure procedures and checklists are updated and adhered to.
• Participate in any projects assigned.
• Actively participate in team workshops and weekly meetings.

Client 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.

Experience Required ;

• 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.