Job Details
This job is not active on our system any more, please contact the poster to see if it is still available!
|
|
 Email Job |
| Job Title: |
Senior Custodial Banking Representative |
| Location: |
Dublin |
| Position Type: |
Full Time |
| Ref: |
LMC110920 |
| Pay range: |
N.A./Neg |
|
| Description: |
€55-€65K
Senior Custodial Banking Representative
Responsibilities
The Senior Client Service Representative is responsible for a wide range of duties and is responsible for ensuring proper servicing of investment portfolios by Operations and the Client Service Group personnel. They deputise for the Supervisor and act as first point of escalation for clients and CSG personnel.
Expected Outputs and Duties:
Oversee that CSG personnel are reviewing all activity processed by Operations across clients’ accounts. Organise and participate in regular review meetings with Operations
Ensure all client inquiries are being dealt with and that team members are proactively anticipating clients needs. Act as first point of escalation for clients
Ensure regular service review meetings are held with clients
Know when to escalate issues to their supervisor or higher if required.
Help staff members in building and maintaining good client relationships.
Act as a resource to other less-experienced team members, giving them knowledge about our business and the clients. Train new staff members on systems and procedures
Review Management Reports, Board Reports and other ad-hoc reports before distribution to the client
Liaising with auditors and reviewing the audit confirmations prepared by the CAM
Utilize the firm’s technology solutions to effectively and efficiently manage client inquiries.
Contribute to improvement and productivity of the client team and standards of service
Analyse client activity to try and maximize opportunities for to work with the client, as well as introducing the clients to relevant products.
Perform analysis on activity over the clients’ accounts: STP rates, communication methods, Inquiry Manager usage, etc
Assist Supervisors with projects and audits. Deputise for Supervisors in their absence.
Qualifications
Core Competencies:
Communicates Effectively (listens carefully and expresses self clearly, persuasively and professionally both verbally and in writing)
Exhibits Sound Judgement and Solves Problems (Makes sound decisions and solves problems based on a balance of facts, experience and common sense)
Is Committed to Quality Client Service (Builds and maintains strong client relationships through consistently excellent service delivery)
Is Technically Proficient (Possesses and applies the technical knowledge and skills essential to addressing key job challenges).
Knows Industry (Understands the industry; keeps abreast of current trends and uses this information as appropriate in day-to-day work).
Takes Initiative and Assumes Responsibility (Drives action and assumes ownership of tasks, problems and opportunities)
Forms Strategic Partnerships (Cultivates strategic internal and external partnerships providing resources and expertise to maximize business success). |
|
| Required Skills: |
High degree of analytical ability, ability to work quickly and accurately under pressure
Oversee that CSG personnel are reviewing all activity processed by Operations across clients’ accounts. Organise and participate in regular review meetings with Operations
Ensure all client inquiries are being dealt with and that team members are proactively anticipating clients needs. Act as first point of escalation for clients |
| Experience: |
2-4 years custody experience, with emerging markets experience a plus |
Job Classification |
| Categories: |
Accountancy -> Financial Services
|
Contact Details |
| Posting Company: |
Quest Recruitment |
| Contact Name: |
Grace Gallagher |
| Apply For This Job: |
Click Here |
| Company Profile: |
If you are interested in making this position yours, please contact Grace on 01 676 0505 |
|
