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Transfer agency, customer service -

Limerick
Pontoon Solutions
Service
Posted: 22h ago
Offer description

Transfer Agency, Customer Service - Limerick Until 31st December initially One of our large financial service clients is currently looking for a Transfer Agency (TA) provide administration services to fund management companies covering the full range of Investor servicing functions such as dealing, registration, settlements, distributions, commissions and statements. F The Investor Service Centre (ISC) is the contact centre for the TA department. Principal Responsibilities Responding to Customer queries via telephone or email; Monitor telephone call levels to ensure that all Service Level Agreements are met; Monitoring email inboxes to ensure all queries are completed within the agreed service levels; Act as a mentor to new team members; Provide assistance and coaching to new members of the team and act as a point of reference for their queries; Attend and participate in team huddles and team meetings; Participate in client visit meetings as required; Perform call backs to our Customers to verify the particulars of their instructions to us; Ensure your own tasks and responsibilities are completed within the correct time scales and to the right level of quality & accuracy; Fulfil additional and relevant tasks appropriate to the role and business requirements as outlined by your Team Leader. Skills / Experience Interpersonal (relationship building, respect, inclusion, problem solving and understanding); Strong Customer focus; Communication (listening skills, oral communication skills, information sharing and written communication skills); Motivation (closure and result seeking); Ability to work on own initiative and to set deadlines; Thinking (decision making, idea generation, analytical mind set and a problem solver); Leadership (direction, idea generation, knowledge sharing and team recognition); Computer literate (e.g. ability to use Excel, Word and other Office applications competently); Attention to detail and strong eye for accuracy. Desired Skills / Experience Experience working in a contact centre or a Customer facing role; Demonstrate a good understanding of Transfer Agency product within an Investor Services centre environment; Knowledge of the NT organisation, fund administration more generally and the financial services regulatory environment. Skills: Transfer Agency Customer Service

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