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Custody Client Services - Team lead

Ref: 9218188

  • €38,000 - €40,000
  • 30 May 2019
  • Limerick
  • Perm


Based in Limerick, the Team Leader (“TL”) will be responsible for working with a team of Client Service Representative providing professional Custody Services to a range of clients. This is a broad role ensuring daily, weekly and monthly deliverables are complete with agreed deadlines. The role entails development of team members to provide a superior service to our clients. Fundamental to the role is ensuring strong relationships are built with all clients based on trust and consistently exceed client expectations.

Principal Responsibilities

• Lead, manage & inspire your team with the overall goal of delivering proactive, unparalleled client service to clients • Defines the team's purpose; influences the prioritisation of work and the allocation of resources to deliver on client commitments. • Sets clear goals and expectations and ensure regular updates to ensure self and team members achieving them. • Develop strong relationships will all clients and be a point of contact on all custody related activity. • Develops and maintains effective relationships with critical business partners & other internal groups, e.g. IOO, Fund Accounting, Transfer Agency, Custody Servicing, Derivatives, Pricing, etc. • Develops clear boundaries between Client Service Delivery and Operations Processing activities with locational Operations & Technology Owners • Develops and maintains effective relationships with relevant third parties, e.g. trustees, external advisors, consultants, etc. • Tracks service & delivery results against project plans and SLD, monitors service & delivery through client reviews, internal / external surveys, specific client feedback, consultant feedback etc. • Maintains service & delivery issues log, drives accountability and closure of issues in a timely manner. • Provides appropriate escalation of service & delivery and other relevant issues / opportunities to RMs / CSMs / internal stakeholders. • Compiles service & delivery plans in line with best practice standards. • Ensures procedures are fit for purpose. • Promotes by example and actions the highest standards of integrity, accountability & client service across EMEA and the global business.


• Previous knowledge and understanding for all products & services is desirable • Proven ability to lead, manage and motivate a team. • Strong communication and inter-personal skills and strong process orientation. • Strong negotiation and presentation skills. • Strong leadership skills, both as a manager and also as an advocate for the company and the business at large. • Previous exposure to, and success in, dealing with senior client management.