Financial Serices & Banking

Transfer Agency Admin

Permanent

Eden Recruitment

Transfer Agency Admin Dublin

Transfer Agency Administrator

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.

Tagged as: Transfer Agency Admin