Job title:
Client Service Manager
Company
Collins McNicholas
Job description
Our client is an industry-leading financial services company and they currently have an exciting opportunity for an Client Service Manager to join their team in Limerick/Dublin. This is a 6 month contract, where you will be responsible for managing multiple Tier 1 clients and ensuring that all aspects of the service are maintained as per the Client SLD in relation to Transfer Agency.The department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.Responsibilities:
- Day to day delivery of all TA Services to the client. Manages functional teams; coordinates the work, communication and issue resolution activities. The CSM should work with Operational Partners in producing daily/weekly/monthly deliverable control checklists and must ensure all targets and deadlines are met.
- Maintain Client Service levels, for dedicated clients, by ensuring timely and accurate delivery of information and work products.
- Provide technical expertise for the development of new TA Products and develop SLD’s with your clients for the take on of these new products and services
- Oversees the timely completion and publication of monthly reporting including calculating KPI levels and review of monthly reporting packs to Consultant / Client
- Responsibility for vetting all incident reports prior to release to RM’s/Clients and ensuring all items are added to the daily client incident log
- To work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all current requirements are met
- Manage client issues ensuring appropriate resolution, including regular liaison with Global, Relationship Managers and other Operational Managers to provide a seamless service.
- Consult on effective ways to meet client needs or appropriate methods to be used for resolution of an error
- Escalate items to functional team leaders, Manager, CSDM or RM as appropriate.
- Act as an escalation point to Operations and the Fund Service Centre also escalating issues to management as appropriate
- Perform trend analysis, resolve exceptions, document issues and resolutions and communicate and escalate issues to management as appropriate
Requirements:
- The ideal candidate will hold a degree in a relevant discipline, along with experience in a client-focused role gained in the financial services or banking industry
- Operational experience in a Transfer Agency role is preferred, but fund accounting, fund administration or banking experience will be considered
- Previous experience with people management (though this will be an individual contributor role) and change management skills desirable
- Transfer Agency Industry and Regulatory knowledge strongly preferred
- Internal Stakeholders – Global Fund Services (GFS) Ireland Head of Operations and Head of Client Services, Relationship Managers , Client Service Delivery Managers and outsourced locations
- External Key Stakeholders – Clients, Independent Boards, Regulators including CBoI and FED
For a confidential discussion and more information on the role, please contact Jessica Kennedy021 2427110
Expected salary
Location
Limerick
Job date
Thu, 30 Jan 2025 23:22:09 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (jobsnear.net) you saw this job posting.