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