A highly-regarded Financial Services firm in Dublin City Centre are seeking APA and QFA qualified talent to join their growing client facing function. This is a 6 month project with an immediate start. A flexible working model of 2 days per week in office is in situ.
Responsibilities:
- Manage a shared portfolio of cases and ensure steps are being taken to progress appropriate resolutions.
- Accurately record information and keep system up to date.
- Deal with stakeholders in a professional manner, in writing and over the phone.
- Perform all tasks while adhering to KPI deadlines.
- Embody accountability and a positive attitude while managing cases.
- Understanding credit reports.
Experience:
- 2+ years experience in Banking or Asset Servicing
- Minimum APA Loans and Regs required
- Client services exposure.