Customer Representative Investor Services
- Posted 17 February 2023
- Job type Contract/temporary
- DisciplineFinancial Services
- Contact NameMaree Mullally
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.
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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