Transfer Agency Client Services Consultant

Posted 11 September 2023
DisciplineFinancial Services
Contact NameRena Weld

Job description

What you need to know
Matrix Recruitment is currently recruiting for a Transfer Agency Client Services Consultant for our client, a global financial services company based in Limerick.

As the Transfer Agency Client Services Consultant, you will be responsible for managing multiple clients and providing a strong service to align with the Client agreements.

This is a client facing role managing both calls and emails and communicating across different types and levels of management and clients. 

This is a contract position up until the end of December 2023 with some possibility of extension.

There is a hybrid working arrangement of 3 days in the office and 2 days working from home.

Your new job:
Key duties & responsibilities:
  • Maintain consistent client service levels by ensuring timely and accurate delivery of information and work products.
  • Provide technical expertise for the development of new TA Products and develop SLD’s in relation to these new products and services.
  • Participate in client due diligence visits.
  • Oversee monthly reporting including calculating KPI levels and review of monthly reporting packs.
  • Vetting of all incident reports prior to release and ensuring all items are added to the daily client incident log.
  • Deliver priority client discussions within agreed timetable.
  • Resolve client issues and liaise with management teams to provide a seamless service. Escalate items as appropriate.
  • Perform trend analysis, resolve exceptions, document issues and resolutions and communicate and escalate issues to management as appropriate.
  • Be pro-active in communication with clients, providing suggestions for improvements to customer experience or reductions in costs.
  • Participate in producing deliverable control checklists and ensure all targets and deadlines are met.
  • Perform client specific reporting testing.
  • Deliver against PMO responsibilities within Client Take On process.
  • Participate in fostering an environment which encourages employee participation, teamwork, and communication and overall excellent client servicing.

What are we looking for?
  • Prior experience in a client-focused role gained in the financial services or banking industry.
  • Operational experience in a Transfer Agency role is desirable.
  • Track record of building and maintaining strong client relationships.
  • Effective verbal reasoning and numeric skills required.
  • Ability to work under pressure meeting challenging deadlines.
  • Planning and organisation skills with ability to work on own initiative.
  • Ability to review and resolve complex issues in a timely manner.

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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