Investor Services/Customer Service

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

Investor Services, Transfer Agency/Customer Service

Limerick

Until 31 December initially

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


• Knowledge of Fund administration and the regulatory environment


• 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