Home Ireland Customer Service representative - Investor Services

Home Ireland Customer Service representative - Investor Services

Customer Service representative - Investor Services

Full time at Pontoon Solutions in Ireland
Posted on February 5, 2025

Job details

Senior Customer Service - Investor Services Limerick 6 months Hours weeks at the 9am start), 1 week 09:45 start, 1 week 08:00 Role/ Department: Reporting to a Team Leader, your main responsibility will be to ensure that investor queries are handled in accordance to our quality and service level standards across calls and emails for all clients. The department provides third party fund services to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements. The key responsibilities of the role include: Responding to investor queries via phone or email Ensure queries are answered in line with department procedures Act as a buddy/mentor to new team members when required. Ensure your own tasks and responsibilities are completed within the correct time scales Attend and participate in team huddles and team meetings. Participate in client visit meetings as required Fulfil additional, relevant, tasks appropriate to the role and business requirements Skills/ Qualifications: The successful candidate will benefit from having: Working knowledge Client & Investor Servicing Ability to work to set deadlines Microsoft Office Skills i.e, Excel, Word. Attention to detail and strong accuracy Analytical skills are required to research and resolve enquiries Good communication skills Skills: customer service contact centre communication

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