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Client Services Consultant

  • Location:

    Dublin City Centre

  • Contact email:

    ggomes@sigmar.ie

  • Sector:

    Financial Services

  • Contact phone:

    +35319619725

  • Job type:

    Full Time

  • Job ref:

    GGClient Servicesx

  • Salary:

    Negotiable

  • Published:

    12 days ago

  • Contact email:

    ggomes@sigmar.ie

Job description

My client, a global financial services organisation is seeking a Client Services Consultant. This is a 12 month contract position based in Dublin.

The primary objective of the role is to deliver service to clients and work with the Relationship Manager to identify opportunities to cross-sell products.

Key Responsibilities

  • Facilitate client meetings including scheduling client service review meetings
  • Oversight of all fee billing to ensure it is issued in a timely manner
  • Work with Relationship Managers to execute change agenda for the Client across a broad range of areas including restructuring of funds.
  • Assist in project planning for the clients including new funds, mergers, liquidations etc.
  • Responsible for running client service reviews across operational areas Fund Accounting, Transfer Agency, Custody, Risk & Compliance.
  • Monthly reporting including calculating Key Performance Indicator levels

Requirements for the role

  • 3 years + experience in financial servicing, preferably in trust or asset servicing
  • Knowledge of trust or asset management required to manage client relationships
  • Knowledge of general finance and portfolio management concepts to consult on client needs
  • Skills in negotiation, delegating and leadership

If you are interested in this role, please forward your CV today to Genevieve at ggomes@sigmar.ie for consideration.

 

 

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