Investor Services Representative

Posted 25 May 2022
LocationLimerick
Job type Contract/temporary
DisciplineFinancial Services
Reference9348
Contact NameRena Weld

Job description

What you need to know

We are currently seeking an Investor Services Representative for our client, a global financial services company based in Limerick (hybrid working options available).

This job will suit you if you enjoy a busy role.

This is a 17-month contract with possibility of 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?

  • Minimum 1 year contact centre experience handling call and written correspondence (Email workflow tool desirable)

  • Attention to detail and strong accuracy skills essential

  • Analytical skills are required to research and resolve enquiries

  • Excellent Communication Skills (listening skills, oral communication skills, information sharing and written communication skills)

  • Excellent Oral and Written communication skills

  • Ability to work on own initiative

  • Previous experience of working in a regulated environment desirable

  • Ability to work to set deadlines

  • Ability to use Excel and Word competently

  • Interpersonal (relationship building, respectful, problem solving and understanding)

  • Abilities around decision making, idea generation, inclusion and problem solving

Please apply using a CV in Microsoft Word format, thank you.

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.