Financial Services Client Analyst

Posted 26 June 2024
Discipline Financial Services
Contact NameRena Weld

Job description

What you need to know
We are currently seeking a Financial Services Dealing Analyst for our client in the financial services industry, based in Limerick.

In this position, you will be responsible for managing multiple clients communications, both internal clients as well as responsibilities in investor facing areas.

Reporting to the Team Leader, you will work in a dynamic and supportive team environment and will work to various daily deadlines.

This is a 6-month contract position with some possibility for extension and/or permanency. The role offers a hybrid working model of 3 days in the office and 2 days working from home.

The shift pattern for this role rotates across 9am – 5.15pm and 10am – 6.15pm Monday to Friday.

Your new job
Key duties and responsibilities:

  • Provide prompt answers and resolutions to investors and internal and external clients.

  • Ensure all trades are captured - this is both an automated and manual process and includes sending reports regularly.

  • Handle prediction reports, cash reports, and register reports and all relevant client reporting on a daily basis.

  • Take ownership of all activity for your assigned clients.

  • Ensure all external correspondence is in line with company and Transfer Agency team policies.

  • Collaborate with your team to meet reporting deadlines and SLAs.

  • Ensure the oversight of the work quality and deliverables of the team located overseas.

  • Act as an escalation point for the overseas team.

  • Manage workflow analysis, queue management, and tasks.

  • Carry out data protection checks as required.

  • Build and maintain strong professional relationships with other Transfer Agency functional areas and internal departments.

  • Collaborate on assigned projects with the team, internal departments, and group projects.

  • Ensure the accuracy of checklists and procedures on a consistent basis.

  • Ensure all deliverables are actioned within the predetermined deadlines.

  • Adhere to internal company policies and regulations.

What are we looking for?

  • Experience working in transfer agency or financial services is desired.

  • Prior experience working with clients.

  • Effective verbal reasoning and numeric skills required.

  • Good IT skills and ability to learn systems used within the business required.

  • Ability to work in a fast-paced environment and meet frequent deadlines.

  • Planning and organisation skills.

  • Ability to resolve complex client queries in a timely manner.

  • Ability to work on own initiative.

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.