Financial Services Customer Services Representative
- Posted 07 September 2022
- LocationLimerick
- Job type Contract/temporary
- DisciplineFinancial Services
- Reference9606
- Contact NameRena Weld
Job description
What you need to know
Matrix Recruitment are currently recruiting for a Financial Services Customer Services Representative for our client in the financial services sector based in Limerick (hybrid working available).
Reporting to the Team Leader, your main responsibility will be to ensure that investor queries are handled in accordance with the company quality and service level standards across calls and emails for all clients.
This is a 6-month contract role with some opportunity for extension and / or permanency.
Your new job
Key duties & responsibilities:
Responding to investor queries via phone or email
Ensure queries are answered in line with department procedures
Act as a buddy/mentor to new team members when required
Ensure your own tasks and responsibilities are completed within the correct time scales
Attend and participate in team huddles and team meetings
Participate in client visit meetings as required
Fulfil additional, relevant, tasks appropriate to the role and business requirements
What are we looking for?
Experience in a fast-paced environment with client servicing skills
Knowledge of Fund administration and the regulatory environment advantageous
Ability to work to set deadlines
Microsoft Office Skills i.e., Excel, Word.
Attention to detail and strong accuracy
Analytical skills are required to research and resolve enquiries
Good communication skills
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.
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