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Matheson

Client Services Executive

Matheson

  • Dublin City Centre / Dublin South
  • Negotiable
  • Fixed term contract
  • Updated 14/12/2012
  • Gillian Weir
this job is expired
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Description

Client Services Executive required for Matheson, Dublin 2

 

TITLE

CLIENT SERVICES ASSISTANT

REPORTING TO

Senior Client Services Executive

ROLE

Part of the team that owns, gate keeps, reviews, updates and maintains the client data systems and client data
 

KEY AREAS OF RESPONSIBILITY

Data Management

  • review new records for accuracy and completeness
  • manage duplicate data
  • manage the maintenance and upgrading of client and matter data
  • manage, deal with queries regarding the Firm’s client due diligence obligations
  • assist with areas of compliance
  • maintain standards and protocols and ensure data is modelled, named and defined consistently according to those standards

System Management

  • to develop an in depth understanding of the Firm’s Practice Management System and  related systems
  • assist with training as required to effect accurate client data capture
  • ensure that effective record and file keeping is maintained in relation to the role’s areas of responsibility

Project Management

  • assist and participate in client data-related projects in the Firm as required
  • work closely with IT and other support functions to improve systems associated with client data capture
  • assist with the development of a business process to ensure effective and expeditious capture of client information

 

COMPETENCIES AND EXPERIENCE REQUIRED

  • innate flair for detail and accuracy
  • high levels of proficiency in Excel
  • technical savvy
  • needs to be a team player with a sense of urgency
  • must be flexible and willing to support multiple functions, business units and competing demands
  • strong organizational skills and multi-tasking abilities
  • strong and communication skills
  • ability to work under pressure and to strict deadlines
  • 2 year + data administration experience in a professional service environment or corporate environment.

 

Ref: Client Service
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Matheson

Matheson

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