Senior Financial Investor Services Analyst
9 hours ago
What You Need to Know Matrix Recruitment is currently recruiting for a Senior Investor Services Transfer Agency Analyst on behalf of our client, a leading global financial services company, based in Limerick. This role offers an opportunity to work in a dynamic and supportive team with a top class financial services organisation. This is a 12 month contract role with some possibility of extension and/or permanency. The role offers a hybrid working model of 3 days working in the office and 2 days from home. There is a scheduled rota for the team that changes as follows: Week 1: 8am to 4:15pm Weeks 2-5: 9am to 5:15pm Week 6: 9:45am to 6pm Then it repeat the rotation again Your New Job Key duties and responsibilities: Handle investor queries primarily through phone calls, ensuring swift and professional responses. Support the Team Leader in monitoring client query resolution through calls and client specific mailboxes to ensure that the team is meeting service level agreements. Manage escalations, complaints, and quality assurance tasks to uphold high client satisfaction standards. Mentor and coach team members, particularly those new to the team, to enhance their skills and performance. Participate in daily telephone dealing processes and ensure all necessary documentation is accurate and recorded. Provide final checks and sign-offs on phone deals to ensure trade data is correct and checklists are finalised. Monitor and report on client interactions, providing actionable recommendations to improve procedures. Ensure all tasks are completed within set deadlines and maintain consistent quality standards. Take part in escalated or complex client interactions, ensuring resolutions align with company standards. Assist the Team Lead with team reporting, including the preparation of key statistics and performance updates. What Are We Looking For? Experience in call-based customer service roles. Experience in financial services, with a knowledge of Transfer Agency processes and Investor Services or equivalent experience preferred. Excellent communication and interpersonal skills, with a focus on handling escalations and complaints. Exceptional attention to detail and strong organizational and prioritisation skills. Proficiency in Microsoft Office, particularly Excel and Word. Apply for this job with your CV or reach out to Rena at . 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. We Value Your Trust. Skills: customer services Client Services query resolution
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