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Job Title: Senior Custody Client Services Analyst
Location: Dublin
Position Type: Full Time
Ref: BN070249
Remuneration: 40000
Date Added: 07-02-2018
Last Updated: 07-02-2018

The Business

My client is a boutique firm with an exceptional platform for development.


The Senior Custody Client Services Analyst is responsible for ensuring proper servicing of commingled investment portfolios by Operations. As part of this, the CSR will need to build and maintain a relationship with the client, getting to know and anticipate their needs, as well as finding ways to fulfil them via our client’s suite of products and services.

Expected Outputs and Duties

• Oversee all activity processed by Operations across their clients’ accounts. Follow up with Operations on any issues which arise.
• Respond to client inquiries and proactively anticipate client’s needs.
• Know when to escalate issues to their supervisor or higher if required.
• Establish partnership with clients, learn their business and act as a dedicated resource to meet all of their daily investment management related needs within the company.
• Build and maintain a client relationship profile, which can be shared with senior management and other offices.
• Organise and participate in regular service review meetings with clients.
• Utilize the firm’s technology solutions in an effort to effectively and efficiently manage client inquiries.
• Analyse client activity to try and maximize opportunities for to work with the client, as well as introducing the clients to relevant company products.
• Perform analysis on activity over the clients’ accounts: STP rates, communication methods, Inquiry Manager Usage, etc.
• Learn about Our Client, its products and services, as well as other clients serviced by the Dublin office.
• Contribute to improvement and productivity of the client team and Our clients standards of service

Key Competencies Required

• 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, 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.

Experience: 1 - 3 yrs. custody experience, with emerging markets experience a plus
Required Education: Third Level degree, preferably in a related field

Job Classification

Categories: Funds
Funds -> Fund Administration/Custody

Contact Details

Posting Company: Quest Recruitment
Contact Name: Barry Nolan
Apply For This Job: Click Here

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