Investor Client Services Representative

Posted 28 June 2024
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 (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 contract role up until the end of September with some opportunity for other opportunities arising afterwards. 
The role offers a hybrid working model with 3 days working in the office and 2 days working from home. Hours may rotate as follows: 8am - 4pm.15pm (for 1 week), then 9am - 5.15pm (for 4 weeks) and then 9.45am - 6pm (for 1 week).

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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