CDD

Senior Investor Client Services Officer M/F

Modifiée le 02/07/2024

  • Dublin - Irlande
  • Gestion des opérations
  • 2024-90959

Description du poste

The successful candidate will be responsible for delivering a high quality service to CACEIS FDS (Shareholder Services) Clients. The Senior Investor Client Services Officer will be responsible for the correct handling of investor queries received by email and over the phone. Preference may be given to candidates with proficiency in a European language, such as German or Italian. In addition there will be ad-hoc FDS tasks such as reporting and supporting other team members.  The Senior Investor Client Services Officer will be expected to handle a high volume of queries accurately within agreed SLAs (Service Level Agreements).

 

What will you do?

OPERATIONS

·         Answer standard and ad-hoc Investor and Distributor queries, as required.

·         Answer the telephone in a professional and knowledgeable manner ensuring an excellent investor experience.

·         Arranging standard and ad-hoc Client and Regulatory reporting as required.

·         Liaise with other FDS teams to ensure a timely resolution to queries /requests.

·         Escalation of issues.

·         Ensure procedures and checklists are updated and adhered to.

·         Participate in any projects assigned.

·         Actively participate in team workshops and weekly meetings.

 

QUALITY CUSTOMER SERVICE

·         Provide high quality customer experience by responding promptly and accurately to all enquiries received by the team in accordance with agreed deadlines.

·         Advise Manager of all issues, ensuring closure of same and suggest resolution where possible.

·         Ensure all queries are managed through CRM application in a timely manner

TEAMWORK / EFFICIENCY

·         Participate in cross-training for developmental and team coverage purposes

·         Ensure that recurring client issues are noted and advised to manager

·         Demonstrate strong awareness and acceptance of deliverables by offering assistance and/or sharing of knowledge

    • Date de prise de fonction
    • 01/08/2024
    • Durée
    • 12
    • Poste avec management
    • Non
    • Niveau d'étude minimum
    • Bac + 3 / L3
    • Formation / Spécialisation
    • BSc Degree in relevant field
      Essential
      ·         Strong Proficiency in German or Italian·         Experience in Shareholder Services or similar customer services environment.Preferred
      ·         Additional European Language proficiency would be beneficial.
      ·         Experience in financial services industry in an operations environment  
    • Niveau d'expérience minimum
    • 0 - 2 ans
    • Compétences recherchées
    • ·         Accuracy and Quality – high levels of attention to detail.·         Customer Orientation/Investor experience·         Professional and Personable Manner·         Business Acumen·         Ability to work effectively in a busy and challenging   environment.·         Ability to work well within a team.·         Effective Written / Verbal Communication·         Multi-tasking and Time Management·         Performance Orientation·         Strong Interpersonal skill
    • Outils informatiques
    • ·         Experience in a Shareholder Services or similar environment.·         Computer literacy including Microsoft Office products
    • Langues
    • Fluent in English, German and/Or Italian

  • CACEIS est la filiale d'asset servicing des groupes Crédit Agricole et Santander, dédiée aux sociétés de gestion, compagnies d'assurance, fonds de pension, banques, fonds de private equity et real estate, brokers et grandes entreprises. Présent en Europe, en Amérique du Nord, en Amérique du Sud et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, change, prêt-emprunt de titres, conservation d'actifs, banque dépositaire et administration de fonds, agent de transfert, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs. Avec 7 000 collaborateurs et un large portefeuille de clients, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.

CACEIS
CACEIS
CACEIS

CACEIS

Senior Investor Client Services Officer M/F

Publiée le 02/07/2024

CDD
  • Dublin - Irlande
  • Gestion des opérations
  • 2024-90959
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Nos avantages

FAB'life

Notre label de qualité de vie au travail décliné dans nos implantations sous forme d’actions de santé, de convivialité et de solidarité, de dispositifs d’équilibre vie professionnelle/vie privée

+89%

Le % de nos étudiants en stage ou alternance qui recommandent CACEIS (label Happy Trainees par ChooseMyCompany)

EcoVadis platinum

Depuis 2020, CACEIS accède à la catégorie Platinum et fait partie des 1% d’entreprises les mieux notées par EcoVadis pour le secteur Activités de services financiers. Grâce à l’attribution de cette notation CACEIS confirme sa position comme entreprise socialement responsable.

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