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Trustee | Settlements - Limerick

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Seeking candidates with Operations or Client Services experience within a Trustee or Settlements environment. These are brand new permanent job opportunities with a leading Global Funds Services organisation.

You will be responsible for operational delivery, account administration, valuations, cash monitoring and oversight duties for Depositary clients across the EMEA region.

The Role:

- Coordinate the account administration for Depositary clients across EMEA region.

- Receive service requests from clients and partners.

- Execute daily client activity, oversee transaction processing, handle inquiry resolution.

- Oversee development of appropriate action plans for client activities and ensures execution and follow-up.

- Coordinate with in-country client advisory teams on execution of client activity.

- Ensures accurate set up and review of fees.

- Document services provided, specialised procedures, and ongoing written communications.

- Assist relationship managers in developing additional business, making client presentations, and coordinating service delivery.

- Monitor depositary operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to facilitate client services.

- Communicate with clients regularly to inform them of account set-up or status, document requests, or other information.

The Person:

3-5 years experience in operational delivery or account management within a trustee / depositary services environment. Demonstrable client servicing background in a high volume environment is essential.


Please send your CV to Charlie Cullen ACA at Harvey Nash or phone 01 674 1430 for further infomation.


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