Investor Client Services Analyst

Posted 15 September 2023
Discipline Financial Services
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.
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 9-month contract role with some opportunity for extension and / or permanency. There is a hybrid working option available with 3 days in the office and 2 days from home.

Shift pattern in rotation is:
8am - 4.15
9am - 5.15
and 9.45am to 6pm- with the late one only every six weeks
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 / customer servicing skills
  • Experience working in a regulated 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

Apply for this job now by emailing your WORD formatted CV to Rena.

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 permission. Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position.
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