Our client is an industry-leading financial services company and they currently have an exciting opportunity for a Transfer Agency - Investor Centre Manager to join their Limerick based team on an initial 6 month FTC.
Transfer Agency (TA) provide administration services to fund management companies covering the full range of Investor servicing functions such as dealing, registration, service centre, settlements, distributions, commissions and statements.
Reporting to the Head of Investor Services, the Investor Service Centre Manager will be responsible for the day-to-day management of a service centre team ensuring that regulatory and management company service levels and requirements are met.
The key responsibilities of the role include:
1. Responsible for overseeing all daily activities and management of the investor service centre, focusing on quality and service level agreements (SLAs) for the investor servicing activities.
2. Have a deep understanding of the quality measures with a view to identifying training and coaching needs for the team and to undertake any performance management actions required.
3. Oversee recruitment, training, and development of a high performing team, conducting regular team meetings, performance reviews and one on one discussions.
4. Represent the Investor Services team in cross functional forums, both internally and externally.
5. Demonstrate strong Client servicing skills with ability to produce reports and lead Client Due Diligence meetings.
6. Ensure compliance with all internal processes and procedures are followed, escalating and managing risks as appropriate.
7. Maintain close working relationships with other internal operational areas looking for opportunities for continuous improvement and collaboration in order to improve the service provided to customers.
8. Support the wider Investor Services department by playing a key role in the strategic priority execution as well as the ongoing development and performance of the centre of excellence team.
Skills/ Qualifications:
The successful candidate will benefit from having:
1. Solid understanding of financial services and regulatory requirements associated with managing a contact centre.
2. Strong results orientation and performance management success.
3. Experience of managing Client relationships and non-reporting cross functional teams to deliver projects and programmes.
4. Ability to manage multiple priorities and adapt to changing business needs.
For a confidential discussion and more information on the role, please contact Jessica Kennedy
jessica.kennedy@collinsmcnicholas.ie
021 2427110
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