Finance Client Service Agent

Posted 17 October 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 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

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