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Transfer Agency Analyst

Our client is an industry-leading financial services company and they currently have an exciting opportunity for a Transfer Agency Analyst to join their team in Limerick. This position has an initial fixed end date of 30th September with a high likelihood this will be extended. This position would suit someone coming from a Transfer Agency background or a call centre environment with high volume inbound queries.

Hybrid working is in place – 3 days in the office and 2 from home.

Key Responsibilities:

  • Respond 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

Requirements:

  • Previous experience working in a customer focused role dealing with high volumes of inbound queries.
  • Working knowledge of Client & Investor Servicing is an advantage.
  • Knowledge of Fund administration and the regulatory environment is an advantage.
  • 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.

For a confidential discussion and more information on the role, please contact Megan O’Doherty

megan.odoherty@collinsmcnicholas.ie

021-4911066