Corporate Trust, Client Service Manager

Posted 24 November 2022
Job type Contract/temporary
Discipline Financial Services
Contact NameMaree Mullally

Job description

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

By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and consent. Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position. In the interest of protecting your data and informing you of your rights we will notify you should we retain your information by issuing an acknowledgement email and a request for consent where not already expressly given.

We Value Your Trust.