Client Service Manager – Fixed Term Contract

4 days ago

Dublin, Ireland Société Générale Assurances Full time

Client Service Manager – Fixed Term Contract

Banking operations processing Fixed term contract Dublin, Ireland Reference 24000P2X Start date 2025/01/17 Publication date 2024/11/05

Responsibilities

Societe Generale Securities Services (SGSS) has been active in Ireland for 20 years and is a leading player in servicing Irish domiciled and offshore collective investment vehicles. We act locally as fund administrator and depositary for a wide range of international clients who manage schemes from UCITS to AIFs including private equity and real estate structures, hedge funds and special purpose vehicles

The successful candidate will join a team responsible for Client Relationships, On-boarding of new clients onto the Company platform, and providing Client Support reporting directly to the Head of Client Services in this department. You will be involved in every aspect of the client that you are responsible and ensuring that they are managed to a high standard. The candidate will be involved in supporting the Operations teams throughout the Organisation with client issue resolutions, query management, on-going client servicing and Onboarding of new funds and new clients.

· Managing the on-boarding/Fund Event process for your designated clients to include co-ordinating account opening, trade communication set-up, liaising with the Network team on market openings, record keeping set-up, project management, main client contact during the project, legal co-ordination, etc.

· Supporting the Client Service team to allocate and prioritise workflow and task management

· Managing the follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks to ensure deadlines are met, follow up the closure of open actions with the Operational experts.

· Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.

· Managing general touchpoints and communication channels with clients of the team

· Acting as the escalation point of contact for your portfolio of clients; dealing promptly and efficiently with clients’ queries and engaging with other business units as required

· Participating in departmental projects to identify best practice to enhance servicing our clients; facilitating deployment and communication of new applications to the team

· Preparing presentations for client meetings; service reviews, manage the customer relationship management systems to ensure records and supporting documents are accurate & compliant in preparation of client meetings

· Managing the access to the SG online webportal for your client

· Attending Fund board meetings for your specific client on a quarterly basis

· Manage and Co-ordinate Client Service Reviews

· Ownership of all client reporting packages ahead of being sent out to the clients and analysis for client meetings

Profile required

· Self-starter and ability to work in a team and independently

· Strong team player

· Strong presentation skills

· Excellent communication skills both written and oral

· Ability to manage multiple projects simultaneously under time pressure and with extreme accuracy

· Strong financial product knowledge.

· Ability to prioritise tasks as they arise based on deadline and importance

· Ability to escalate any issue quickly to management to ensure the issue is deal appropriately

· Strong team player to step in and help team members throughout the organisation when required

· Ability to accept change and adapt as required

· Excellent Organisation skills to manage both external and internal client demands and deadlines

Why join us

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status”.

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