Overview
In this role you will oversee CLOs and loan portfolios to ensure exceptional client experience, coordinating transaction management and performance reporting. You’ll collaborate with Lead Manager, Group Manager, and Front Office Relationship Managers to maintain service standards and resolve complex issues. You’ll contribute to training, process standardization, and control improvements to drive efficiency and risk management. This is a hands-on, collaborative role at the heart of client service operations in Corporate Trust.
Pay / Benefits
- competitive compensation
- health and well-being programs
- paid leaves
- paid volunteer time
Responsibilities
- Oversee CLOs and loan portfolios to maintain high client experience levels
- Manage cash and trade processes with clients to ensure timely execution; review reports and monitor portfolio performance and service levels
- Maintain continuous dialogue with Lead Manager and Group Manager on work status; participate in client meetings and ensure minutes and action items are closed
- Build strong relationships with Front Office Relationship Managers
- Identify and resolve issues; serve as escalation point for complex situations to drive resolution
- Develop and train support teams on client and deal-specific requirements
- Partner with Global Group Managers to streamline operations; standardize processes and monitor activities for quality and accuracy
- Support business programs and process improvements to enhance operational efficiency and client service
- Act as escalation point and coordinate with internal and external stakeholders (shared services, investment managers, brokers, clients) to shape client service administration and risk management
- Proactively monitor activities with business partners; hold regular meetings and escalate concerns
Key requirements
- Experience in Corporate Trust or related in financial markets/securities industry (with facility/security agent experience)
- Strong client management experience and ability to review deal governing documents
- Experience in Loans (syndicated, bi-lateral, real estate) is very desirable
- Solid understanding of administered products and risk management practices
- Ability to collaborate with business partners outside of Ireland
- Effective interpersonal, oral and written communication skills
- Excellent analytical, organizational and time management skills with ability to meet tight deadlines
- Problem solving, judgement, and information analysis skills
- Proficiency in Microsoft Excel
- Strong communication
- Collaborative mindset
- Problem solving
- Time management
- Analytical thinking
- Microsoft Excel
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