Investor Services Client Services Analyst - Reputable Entity

The Panel is currently engaged to source an Investor Services Client Services Analyst on behalf of a reputable Financial Services entity

This team is charged with providing a best in class service to both clients and their investors. The role of an Investor Services Representative is key to meeting this goal.

Responsibilities:

• Providing day-to-day investor services to both the Fund Manager and the investors in the fund.
• Meeting the delivery of services to clients against a pre-agreed service level agreement.
• Keeping line management appraised of operational issues in a timely manner
• Working with the Senior IS Representative and the IS Team leader, act as a contact point to the fund manager for investor related information.
• All communication with investors and fund managers must be professional and compliant with the Firm’s communication policies.
• Provide authorised parties with copies of fund investment documentation.
• Open new investor accounts ensuring compliance with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures. 
• Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures.
• Process the cash movements associated with investor activity.
• Overall, ensure that activity in their work queue is processed in a timely and accurate manner.  IS Representatives are responsible for escalating to their Team Leader situations where such activity cannot be processed in a timely and accurate manner.

Requirements:

• An aptitude for client service.
• Previous Investor/Shareholder services experience desirable
• Good administrative and organisational skills with a particular focus on accuracy and attention to detail.
• An ability to work under pressure and an ability to cope with increased work loads at month-end.

The salary for this role is negotiable depending on experience and includes an excellent bonus and benefits package

Please contact Liam Murphy if you meet the key criteria and wish to apply