Client Service Manager

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.

Share

Private Client Paralegal

Job title: Private Client Paralegal Company Browns Recruitment Consultancy Job description PRIVATE CLIENT PARALEGAL FAREHAM…

30 minutes ago

Content Marketing Manager

jobsnear.net Overview About us: RevenueCat makes building, analyzing, and growing mobile subscriptions easy. We launched…

56 minutes ago

Remote Operations Centre Engineer

jobsnear.net Job Description Do you want to join our Geo-data revolution? Fugro’s global reach and…

56 minutes ago

Request for Proposal: Consultancy for origination training – March 2025

jobsnear.net Marketing & Market Linkages Experts Small and Medium Enterprises (SMEs) are crucial drivers of…

56 minutes ago

Technical Account Management Intern (Remote)

jobsnear.net #WeAreCrowdStrike and our mission is to stop breaches. As a global leader in cybersecurity,…

56 minutes ago

Proposal Origination Training—2025

jobsnear.net Objective of consultancy The objective of this consultancy is to design and facilitate an…

56 minutes ago
For Apply Button. Please use Non-Amp Version

This website uses cookies.