TRANSFER AGENCY - TECHNICAL COORDINATOR
* Start date: ASAP
* End date: August 2026
* Location: 3 days a week on site in Limerick, Ireland
* Rate:22 - 25 euro ph PAYE
Role/Department:
The Transfer Agency provides third party services to a specific group of clients covering the full range of shareholder servicing functions including dealing, registration, AML, settlements, distributions, and commissions.
Reporting to the Quality & Complaints Manager, the Complaints Technical Coordinator plays a key role in the handling of Transfer Agency complaints, ensuring escalated customers issues are resolved to the highest standard, in a timely manner.
This is an excellent opportunity for an experienced professional to join a dynamic team who are committed to providing an excellent service to our network of clients.
The key responsibilities of the role include:
* Ensuring all complaints are investigated promptly and within strict timeframes, treating all customers fairly to retain the professionalism and integrity.
* Ensuring all complaints are handled in line with Regulatory requirements.
* Playing a key role in the oversight and maintenance of the complaint handling process.
* Providing valuable reporting data to business leaders and senior management, to assist with trend analysis activities.
* Proposing preventive measures to the Operational Teams based off analysis results and highlighting procedural opportunities.
* Liaising with the business units to investigate, determine root causes, drive complaint resolution, and provide detailed final responses to all complainants; all to be completed in-line with Regulatory requirements.
* Maintaining accurate records of all complaints, which can be accessed easily if required.
* Informing complainants of the progress of their complaint at regular intervals, with a high focus on resolving complaints during the initial early resolution stage.
* Providing training and support to the business on any areas identified impacting complaint resolution.
* Demonstrating flexibility by supporting with the wider team's quality monitoring activities if/when required.
Skills/ Qualifications:
The successful candidate will benefit from having
* Demonstrate an understanding of the Transfer Agency operational area.
* Understanding of regulatory complaint handling requirements, with prior exposure to the handling & recording of Consumer complaint cases, beneficial.
* Strong analytical skills are required to research and resolve enquiries as well as complete trend analysis and prepare MI.
* Ability to work on own initiative.
* Strong knowledge of Microsoft products.
* Excellent communication skills – (listening skills, oral communication skills, information sharing and written communication skills).
* Interpersonal (relationship building, respectful, problem solving and understanding).
* Thinking (decision making, idea generation, inclusion and problem solving).
* Leadership (direction, idea generation, knowledge sharing and team recognition).
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