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Investor Services Administrator (French/Italian/German)

Ref: 9222416

  • €30,000 - €40,000
  • 18 Jan 2021
  • Dublin (Central)
  • Perm
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PURPOSE

The successful candidate will be responsible for delivering a high quality service to Shareholder Services clients. The Senior Administrator will be responsible for the correct handling of investor queries received by email and over the phone. In addition there will be ad-hoc SHS tasks and reporting required as well as supporting other team members as directed. The administrator will be expected to handle a high volume of queries and will be expected to respond accurately and timely and within agreed SLA’s (Service Level Agreements).

PRIMARY RESPONSIBILITIES

Operations • Answer standard and ad-hoc Investor and distributor queries as requested. • Answer the telephone in a professional and knowledgable manner ensuring excellent investor experience. • Generate standard and ad-hoc Client and Regulatory reporting as requested. • Assist other team members with the documentation receipt process, as requested. • Liaise with other SHS teams to ensure a timely resolution to queries /requests. • Escalation of issues • Ensure procedures and checklists are updated and adhered to. • Participate in any projects assigned. • Actively participate in team workshops and weekly meetings. Quality Customer Service • Provide high quality customer experience 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 Supervisor or Manager. • Advise Manager of all issues, ensuring closure of same and suggest resolution where possible. • Ensure all queries are managed through CRM application in a timely manner to facilitate timely resolution.

EXPERIENCE

Essential • Some experience in a Shareholder Services or similar environment, with customer servicing experience • Some experience in liaising with Investors, Distributors and Clients on SHS matters would be advantageous. • Good knowledge of the Funds Industry. • Proficiency in French or Italian Not Essential but preferred • Experience in call center environment of a Transfer Agency or financial services industry in an operations environment.

COMPETENCIES

Behavioural • Accuracy and Quality – high levels of attention to detail. • Customer Orientation/Investor experience • Professional and Personable Manner • Business Acumen • Ability to work effectively in a busy and challenging environment. • Ability to work well within a team. • Effective Written / Verbal Communication • Multi-tasking and Time Management • Performance Orientation • Strong Interpersonal skills. Technical • Some experience in a Shareholder Services or similar environment. • Computer literacy including Microsoft Office products • Fluent English – both verbal and written communication. • Proficiency in French, Italian or German. • Knowledge of anti-money laundering requirements would be beneficial. If you are interested in this role contact Conal O'Connor on e-mail [email protected] or 01 5927858 or click below
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