Investor Services & Client Support Specialist

Pontoon Solutions; Limerick; On-site; EUR 30,000 - 42,000; Full time

Job summary

Pontoon Solutions in Limerick is seeking a dedicated Investor Services, Transfer Agency/Customer Service professional to ensure investor queries are handled to our quality and service standards across calls and emails for all clients.

Reporting to a Team Leader, you will manage queries related to fund administration, dealing, registration, settlements, distributions, statements, and act as a buddy to new team members, while meeting deadlines and contributing to team huddles.

Qualifications

• Experience in investor servicing and fund administration.
• Ability to meet deadlines.
• Proficient in MS Office (Excel, Word).
• Attention to detail and accuracy.
• Strong communication skills for calls and emails.

Responsibilities

• Respond to investor queries by phone or email.
• Ensure responses align with department procedures.
• Mentor new team members when required.
• Complete tasks within set timelines.
• Attend team huddles and meetings.
• Participate in client visits as needed.
• Handle additional tasks as required.

Skills

Client Servicing

Fund administration

Regulatory environment

Deadlines

MS Office (Excel/Word)

Attention to detail

Analytical skills

Job description

Pontoon Solutions in Limerick is seeking a dedicated Investor Services, Transfer Agency/Customer Service professional to ensure investor queries are handled to our quality and service standards across calls and emails for all clients.

Reporting to a Team Leader, you will manage queries related to fund administration, dealing, registration, settlements, distributions, statements, and act as a buddy to new team members, while meeting deadlines and contributing to team huddles.