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Investor Services Coordinator

1 week ago


Dublin, Dublin City, Ireland Oliver James Full time

**About the Role**

We are seeking a highly skilled and experienced professional to join our Shareholder Services team as an Investor Services Supervisor.

The successful candidate will be responsible for managing the entire client onboarding process, handling a diverse client base, and ensuring adherence to policies.

Key responsibilities include serving as the primary contact for investors, assisting with client onboarding and quality checks, reviewing FATCA/CRS documentation, ensuring compliance with policies and procedures, managing relationships with clients and stakeholders, and proactively addressing and resolving service issues.

The ideal candidate will have a strong background in Transfer Agency or Investor Services, excellent communication and organizational skills, and attention to detail.

**Key Responsibilities:**

  1. Serve as the primary contact for investors, fostering relationships.
  2. Assist with client onboarding and quality checks.
  3. Review FATCA/CRS documentation.
  4. Ensure compliance with policies and procedures.
  5. Manage relationships with clients, General Partners, and stakeholders.
  6. Proactively address and resolve service issues.

**What We Offer:**

Hybrid work arrangement with 3 days in-office and 2 days remote post-probation.

Comprehensive benefits package including performance bonus, pension, life assurance, gym access, and subsidized lunches.

Opportunities for professional development through internal and external training programs.