Finance Client Service Agent
- Posted 17 October 2022
- LocationLimerick
- Job type Contract/temporary
- DisciplineFinancial Services
- Reference9648
- Contact NameMaree Mullally
Job description
What you need to know
Matrix Recruitment are currently recruiting for a Finance Client Service Agent for our client in the financial services sector based in Limerick (hybrid working available).
Reporting to the Team Leader, as an Analyst you will be responsible for maintaining the day-to-day relationship with our customers over telephone and email communication channels. You will work with the wider Team on Customer interactions and work with the Quality Audit Team to maintain the desired quality service levels.
This is a 3 -month contract role with some opportunity for extension and / or permanency. This role is part of a large ongoing project and there is a strong possibility that the contract will be extended.
Your new job
Key duties & responsibilities:
Responding to Customer queries via telephone or email
Monitor telephone call levels to ensure that all Service Level Agreements are met
Monitoring email inboxes to ensure all queries are completed within the agreed service levels
Provide assistance and coaching to new members of the team and act as a point of reference for their queries
Attend and participate in team huddles and team meetings
Participate in client visit meetings as required
Perform call backs to our customers to verify the particulars of their instructions to us
Ensure your own tasks and responsibilities are completed within the correct time scales and to the right level of quality & accuracy
Fulfil additional and relevant tasks appropriate to the role and business requirements as outlined by your Team Leader
What are we looking for?
Experience working in a contact centre or a customer facing role
Demonstrate a good understanding of Transfer Agency product within an Investor Services centre environment, desirable but not essential
Strong Customer focus
Effective communicator
Experience of working in a face paced environment, with a good attention to detail
Computer literate (e.g., ability to use Excel, Word and other Office applications competently)
Apply for this job now or get in touch with Maree on maree@matrixrecruitment.ie
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.