Job Role: Financial Services Expert
Key Responsibilities:
* Oversee the provision of TA services to a portfolio of clients, ensuring all service levels are met and operational issues are resolved promptly.
* Act as the primary point of contact for clients, building and maintaining strong relationships with key stakeholders.
* Coordinate with internal teams to manage service delivery, ensuring timely escalation of issues where required.
* Develop and implement Service Level Agreements (SLAs) with clients, ensuring clear documentation and alignment of expectations.
* Provide support for client due diligence visits and other external audits.
* Prepare and deliver detailed monthly reporting packs, including KPI data and incident logs, to clients and internal teams.
* Review fund documentation and assess regulatory impacts on service delivery.
* Collaborate with internal departments to ensure compliance with regulatory changes and maintain best practices.
* Conduct trend analysis to identify and address recurring issues, proposing process improvements to enhance efficiency and customer experience.
Requirements:
* A degree in a relevant field and experience in a client-focused role preferred.
* Prior experience in Transfer Agency, fund administration, or fund accounting is highly desirable.
* Knowledge of the regulatory landscape in Ireland and the broader funds industry.
* Strong interpersonal and relationship-building skills, with a proven track record of managing high-profile clients.
* Excellent organisational and time-management skills, with the ability to prioritise under pressure.
* Proficiency in using financial systems and strong IT skills, including Excel and workflow tools.
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