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Shareholder Services Supervisor

Ref: 9217722

  • €45,000 - €50,000
  • 20 May 2019
  • Dublin (Central)
  • Perm

What is the opportunity?

The Supervisor will deliver and supervise the day-to-day activities of the team to a high quality standard, including the verification of Shareholder Services (SHS) data on SARA, oversight of our processing hubs and delivery of standard or bespoke reporting to Client and Investors. The Supervisor will allocate and monitor workloads along with providing guidance to team members in the accurate and timely delivery of all required tasks, as well as dealing with and escalating matters of concern to the appropriate levels.

What will you do?


• Ensure shareholder accounts are opened accurately and in a timely manner, as per procedures. • Ensure all Dealing activities are being completed and delivered within agreed timeframes and to a high quality standard. • Quality checking of the work and communication of team members. • Ensure documentation is received in good order to facilitate the accurate and timely set-up and amendments to accounts. • Generate standard and ad-hoc reports as requested. • Ensure the BAU (business as usual) procedures are followed at all times. • Liaise with other TA Teams to ensure a timely resolution to queries / requests. • Escalation of issues. • Ensure procedures and checklists are updated and adhered to.


• Provide high quality Client service by responding promptly and accurately to all enquiries received by the team in accordance with agreed Service Level Standards and/or as assigned by the Manager. • Dealing directly with the Client, particularly those for which you will represent the Department, using a consultative partnership and professional approach.


• Carry-out cross-training for developmental and back-up purposes, ensuring ownership of the training plan for direct reports. • Support and assist other team members during high volumes and staff shortages. • Ensure that recurring Client issues are noted, action plans created, actions/issues resolved and advised to Manager.

What do you need to succeed?


• Solid previous experience in Shareholder Services is essential • Good knowledge of the Funds industry. • Experience in Client management. • Experience in signing off on correspondence with clients. If you’re interested in this or other financial services jobs, please contact John Howe on 01 662 1000 or email