Client On Boarding

  • €40000 - €45000
  • Full Time
  • Dublin
  • Posted 7 months ago

Title: Client On Boarding

Key Responsibilities:

  • Work as the interface between on boarding and operations teams
  • Support the onboarding and integration process of new Clients
  • Contribute to high quality client experience. Understand the needs of our clients, their requirement for accurate and timely reporting coupled with a proactive approach to client relationship management
  • Ensure client reporting metrics are delivered to add value to client service levels
  • Responsible for solving issues and incidents and monitoring delivery of solutions and overall service to client and the internal organization

Experience Requirements:

  • Minimum of 2+ years’ experience working in an operational/ on boarding department
  • Experience in acting as a point of contact for clients beneficial
  • Track record working for a top tier service provider; knowledge of fund administration systems (Advent Geneva, MultiFonds, Paladyne and NTAS) will be advantageous
  • Good product knowledge; Good working knowledge of market data vendor services. Good working knowledge of accounting and investor servicing, due diligence
  • A good understanding of the interdependencies involved in the service offerings of a fund services provider (Fund Accounting, TA, Custody, Banking)
  • Knowledge of the connectivity requirements between a Fund Administrator / Custodian and the other third party service providers to a Fund

Qualifications and Skills Required:

  • Third level graduate, professional qualification or part qualification an advantage (i.e. CPA, CA, ACCA, ACA)
  • Excellent organizational, interpersonal and communication skills
  • Good project management and leadership skills, attention to detail
  • Pro-active approach: seeking progress and seeking success
  • Principled behavior: adhering to standards and disciplined execution
  • Partnership with clients: valuing partnership and influencing confidently
  • Be able to take responsibility and resolve issues as they arise
  • Excellent Microsoft Office Skills are required

For more information contact Patrick on 01 474 4511


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Patrick Leamy

Patrick Leamy

  • Recruitment Consultant
  • 01 4744511