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 is an initial 6-month contract with the possibility of extension. As an analyst, you will be responsible for managing the day-to-day relationship with customers over phone and email. This position would suit someone with experience in 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 customer queries via phone or email.
Ensure queries are answered in line with department procedures.
Monitor email inboxes to ensure all queries are completed within the agreed timeframe.
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 inquiries.
Good communication skills.
For a confidential discussion and more information on the role, please contact Megan O’Doherty
megan.odoherty@collinsmcnicholas.ie
021-4911066