Customer Representative Investor Services

Posted 17 February 2023
Job type Contract/temporary
DisciplineFinancial Services
Contact NameMaree Mullally

Job description

What you need to know

 We are currently seeking a Customer Representative Investor Services for our global financial services client, based in Limerick (hybrid working available). The work pattern, the hours are done on a rota basis shared with everyone on the team.

This is a 6-month contract position with some potential for extension and/or permanency.

Your new job

Key duties & responsibilities:

  • Create and maintain investor accounts

  • Ensure account opening documentation is in place and liaise with the client where additional information is required

  • Ongoing maintenance of accounts including updating signed instructions and any support documents to carry out these changes

  • Day to day processing work, quality checks and assurance

  • Day to day client reporting in relation to outstanding registration requirements

  • Workflow queue management and analysis

  • Achievement of monthly KPIs

  • Compliance with regulations and attainment of client specific processing requirements

  • To work with the team, internal departments and group projects area on any allocated projects

  • Comply with the regulatory regime of the company

  • Exercise due care and diligence, and ensure that the responsibilities of the role are organised and controlled within the regulations and as per company policies

  • Observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties


What are we looking for?

  • Prior operational experience in Transfer Agency or financial services experience would be an advantage

  • Understanding of Anti-Money Laundering regulations an advantage

  • Proactive in terms of identifying opportunities to make improvements and implement same

  • Customer Service experience

  • Strong Attention to detail

  • Time Management Skills

  • Knowledge of current regulatory environment

Please apply using a CV in Microsoft Word format, thank you.

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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.

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