Senior Analyst - Onboarding and Client Care - Ireland | Ipes

Senior Analyst - Onboarding and Client Care - Ireland

Ipes is seeking a Senior Analyst to join our growing team. You will be responsible for leading a team who support client onboarding and provide a customer care servicedesk.

People

  • Manage the training needs, career progression, work and priorities of a team of analysts within agreed parameters in order to support business objectives
  • Comfortably manage senior clients on product demonstrations and status updates
  • Actively encourage a culture of continuous improvement through new ideas
  • Work closely with the Project Manager to highlight onboarding and client care issues

Process

  • Track the status and timelines of all clients from start to finish of each onboarding
  • Ensure that all activity reflects a defined process and is undertaken within set parameters
  • Demonstrate knowledge of Private Funds and their structures in order to onboard new clients in a timely and effective manner
  • Manage the client care servicedesk within agreed processes and performance metrics while providing call trend analysis and pro-active suggestions for improvement
  • Support the Senior Analyst - Fund Closings with all fund closings as required
  • Identify areas for process improvements in order to maximise the efficient processing of all duties

Key result areas:

  • Competent and knowledgeable team member who meets or exceeds clear metrics
  • Continuously improving systems and processes that are understood by all staff
  • Clear customer onboarding timelines and consistent experiences
  • Ability to deal at ease with senior international clients

Target vocational qualifications

  • Bachelors degree level qualification
  • Project Management, ITIL AND KYC qualifications are preferred but not essential

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