Manager, Transaction Management

  • Negotiable
  • Full Time
  • Anywhere
  • Posted 12 months ago

You will have experience within Asset services / Fund services in transaction management / global custody. 

The Role:

  • Act as first escalation point / main point of contact for Client Representatives.
  • Ensure the team responds promptly and accurately to client queries.
  • Ensure all queries are logged as received.
  • Act as an escalation point for client queries that arise, monitoring through to completion.
  • Ensure that all client-received information is documented, archived and update on regular basis (Prospectus, fees agreements etc.).
  • Identify process improvement opportunities and execute on their implementation to enhance service.
  • Develop and maintain professional and productive working relationships with all business partners; working alongside them to ensure a successful resolution of client issues.
  • Participate in and contribute to Client team meeting.
  • Anticipate issues and proactively work to address concerns before they escalate.
  • Advise line managers of all significant issues, suggest resolution where possible and escalate as appropriate.
  • Ensure adherence to Compliance Policy.
  • Assist Regulatory activities.  
  • Actively participate in department management team meetings.
  • Actively participate in any other relevant client change programs and projects as required.
  • Support the broader Client Operations team in meeting key objectives as required.
  • Identify opportunities for increasing efficiency and productivity and share with line

The candidate:

  • 3rd level education with an accounting/finance or business concentration or equivalent experience.
  • Extensive experience in Transaction Management, Global Custody or fund services industry in an operations environment.
  • Proven track record of dealing with clients, management, colleagues and staff.
  • Good business acumen.
  • Risk management focus.

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Martin Byrne