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Lead client service specialist

Limerick
beBeeTransfer
Client service specialist
Posted: 1 July
Offer description

About the Role

We are seeking a skilled professional to join our team as a Transfer Agency Specialist. This role will involve providing high touch client service to a range of clients, with day-to-day oversight of processing quality and timeliness.

The key responsibilities of this role include:

* Day-to-day oversight of processing quality and timeliness;
* Escalation point for unresolved issues;
* Day-to-day client reporting - prediction reports, cash reports, register reports etc.
* Workflow queue management and analysis;
* Maintaining up-to-date procedures and checklists;
* Maintaining a close working relationship with other functional areas;
* To work with the team, internal departments and group projects area on any allocated projects;
* Responding to client and investor queries in a timely manner;
* Complying with regulations and internal policies.


Required Skills and Qualifications

The successful candidate will benefit from having:

* Previous financial services experience;
* Relevant college/university qualifications would be desirable;
* A flexible approach to work and being capable of handling multiple priorities in a fast-paced environment;
* Strong PC skills - thorough knowledge of MS Word & Excel and ability to learn systems used within the business.


Benefits

As a Northern Trust partner, you will be part of a flexible and collaborative work culture. We offer:

* Flexibility in work arrangements;
* Movement within the organization is encouraged;
* Senior leaders are accessible;
* Pride in working for a company committed to assisting the communities we serve.


Why Choose Us?

We value an inclusive workplace and understand flexibility means different things to different people. We encourage applicants from diverse backgrounds to apply for this role.

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