Corporate Trust, Client Service Manager
- Posted 24 November 2022
- Job type Contract/temporary
- DisciplineFinancial Services
- Contact NameMaree Mullally
What you need to know
Matrix Recruitment are currently recruiting for a Corporate Trust, Client Service Manager for our client in the financial services sector based in Dublin (hybrid working available).
You will have primary responsibility for the management of a number of Loan Funds or CLO (Collateralized Loan Obligations) portfolios of Corporate Trust Clients and serves as the key day-to-day contact. The Specialist is responsible for servicing the overall Client relationship ensuring delivery of our contract obligations. Key Responsibility for building Client Partnerships. The Specialist will lead a sub team of client service managers within Client Services co-servicing Client Relationships.
This is a 6-month contract role with some opportunity for extension and / or permanency.
Your new job
Key duties & responsibilities:
Day to day oversight of the assigned portfolios to ensure high Client Experience Levels
Transaction Management: Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution - Report Review and preparation on Portfolio’s Performance, Monitoring of Service Level Agreements, creation of KPI reports
Collaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams
Lead and participate in Client Meetings and ensure minutes and follow up items are closed out
Develop strong working relationships with Front Office Relationship Managers
Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
Employee Development: Key role 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. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
Serve as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management
What are we looking for?
Minimum 5 years Corporate Trust or related financial markets/securities industry experience, a minimum 7 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
Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
To proactively monitor and manage the activities performed within our business partners outside of Ireland
Ability to quickly address issues – strong decision making
Strong Financial Services Technical Skills
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
Opportunity for further academic training
Opportunity to join site wide business resource groups
Opportunity to participate in innovation programmes
We Value Your Trust.