Financial Client Services Consultant

Posted 28 June 2024
Discipline Financial Services
Contact NameRena Weld

Job description

What you need to know
We are currently seeking a Transfer Agency Client Services Consultant for our client, in the financial services industry, based in Limerick.

In this position, you will be responsible for ensuring an excellent service delivery to a portfolio of clients. 
This position reports to the Client Services Team Manager.

This is a contract position up until the 30th of September with some possibility of other opportunities arising afterwards. The role offers a hybrid working model of 3 days in the office and 2 days working from home.

Your new job
Key duties and responsibilities:
  • Attend client meetings as required, including due diligence meetings.
  • Manage client issues ensuring appropriate resolution.
  • Ensure that client interactions and queries are dealt with in a prompt professional manner at all times. Maintain strong client servicing skills in all interactions and ensure a positive manner.
  • Manage the vetting for incident reports and ensure all items are added to the daily client incident logs.
  • Regular liaison with Global Relationship Managers and other Operational Managers to provide a seamless service.
  • Participate in and review the client monthly reporting packs.  
  • Review and sign off on relevant reports and participate in testing for client-related reporting.
  • Perform trend analysis, resolve exceptions and relevant matters as required.
  • Participate in the periodic goals for the team.
  • Organize the work, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work.
  • Provide leadership and guidance to staff, fostering an environment that encourages employee participation, teamwork, and communication
  • Be the face of the company and department to external and internal stakeholders.

What are we looking for?
  • Transfer Agency experience preferred or previous experience in a client-focused role in banking or financial services.
  • Track record of building and maintaining strong client relationships.
  • Ability to build relationships with relevant stakeholders.
  • Effective verbal reasoning and numeric skills required.
  • Ability to organise work effectively, prioritise tasks and meet deadlines.
  • Ability to review and resolve complex issues in a timely manner.
  • Ability to work on own initiative.
  • IT proficient. 

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.