Leeds, England, United Kingdom · On-site
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Customer Service, Technical Expertise, Financial Services Knowledge, Complaint Resolution, Stakeholder Management
Cashel, The Municipal District of Cahir — Cashel, Ireland · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Regulatory Reporting, Team Management, AIFMD, UCITS, Data Management
Cashel, The Municipal District of Cahir — Cashel, Ireland · Hybrid
This position is a 12 Month Fixed Term Contract About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions.…
Skills: Financial Reporting, Tax Compliance, Management Accounts, People Management, Statutory Financial Statements
Cashel, The Municipal District of Cahir — Cashel, Ireland · Hybrid
Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures …
Skills: AML Reviews, Financial Sanction Screening, Regulatory Compliance, Risk Management, Analytical Skills
Cashel, The Municipal District of Cahir — Cashel, Ireland · Hybrid
Please note that this is a 6 month fixed term contract Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waysto…
Skills: AML Reviews, CTF Compliance, Financial Sanction Screening, Risk Management, Analytical Skills
Ireland, England, United Kingdom · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: AI Strategy, Application Delivery, Engineering Leadership, Generative AI, AI Governance
City of London, England, United Kingdom · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: AI Strategy, Application Delivery, Engineering Leadership, Generative AI, Software Engineering
Niederanven, Luxembourg, Luxembourg · Hybrid
Support and drive the delivery of strategic, regulatory, governance and operational initiatives across Waystone Management Company (Lux) S.A. and associated business activities. The role combines change management, busin…
Skills: Change Management, Business Analysis, Governance Support, Project Management, Stakeholder Management
Hong Kong Island, Hong Kong, China · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Onboarding, Document Drafting, Quality Control, Operational Risk Management, Salesforce
Waterloo, Ontario, Canada · Hybrid
$50k–$60k/yr
Please note that this role is a 12-month fixed-term contract Waystone leads the way in specialist services for the asset management industry. Partnering institutional investors, investment funds and asset managers, Wayst…
Skills: Fund Governance, Client Relationship Management, Document Review, Risk Evaluation, Regulatory Compliance
Fair Lawn, New Jersey, United States · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Investor Servicing, AML Compliance, Fund Administration, Capital Activity Tracking, Investor Reporting
Fair Lawn, New Jersey, United States · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Private Equity Accounting, Team Management, Net Asset Value Calculation, Waterfall Calculations, Financial Statement Preparation
Ireland, England, United Kingdom · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Corporate Secretarial Services, Stakeholder Management, Board Meeting Organization, Minute Taking, Regulatory Filings
Dubai, Dubai, United Arab Emirates · Hybrid
Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures …
Skills: Compliance, AML, Risk Management, KYC, Regulatory Reporting
Hong Kong Island, Hong Kong, China · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Fund Governance, Client Relationship Management, Document Review, Quality Control, Risk Management
Singapore, Singapore · Hybrid
About Waystone Waystone is a leading provider of institutional governance, administration, risk and compliance services to the asset management industry. Partnering with institutional investors, investment funds and asse…
Skills: Regulatory Compliance, Internal Audits, Gap Analysis, Risk Management, Client Relationship Management
Singapore, Singapore · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Fund Governance, Client Relationship Management, Document Review, Risk Management, Regulatory Compliance
Niederanven, Luxembourg, Luxembourg · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Relationship Management, Fund Governance, UCITS, AIF, AIFMD
Niederanven, Luxembourg, Luxembourg · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Legal Management, Regulatory Compliance, Investment Fund Lifecycle Management, Contract Negotiation, Risk Mitigation
Niederanven, Luxembourg, Luxembourg · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Corporate Secretarial Services, Team Leadership, Fund Corporate Governance, Regulatory Filing, Client Relationship Management
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The Senior Customer Service Representative provides exceptional technical support and resolves customer queries across multiple channels. They act as a subject matter expert and mentor for less experienced colleagues within the Transfer Agency department.
Candidates must have a strong background in the financial services or funds industry with proven customer service skills. A desire to work towards IOC qualifications and the ability to handle regulated environments are essential.
About Waystone
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion
Summary: Reporting to the Customer Services Assistant Manager, the Senior Customer Service Representative will provide exceptional customer service and technical expertise on all inbound/outbound contact.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The role holder will be subject matter experts, customer-facing in a regulated, fast-paced and changing environment and should demonstrate role model behaviours and evidence good customer outcomes.
They will have a background in financial services and understand the importance of getting things right first time and support their colleagues to do the same by always demonstrating professional behaviours.
The role holder will resolve queries at first point of contact in addition to any initial areas of customer dissatisfaction.
They will demonstrate accuracy in their work, attention to detail, ensuring written and verbal communications are correct at the first point of contact.
Effective teamwork and inclusive, collaborative working is essential.
Flexibility in approach to work and skills is key as requirements may change throughout the course of the day.
Each employee has a responsibility to adhere to Waystone’s policies, procedures and service level agreements.
REQUIREMENTS
Strategic Focus
Governance & Risk
Experience and Personal Attributes
Certainty in your world
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.
Offices: 35 Shelbourne Road, 4th Floor, Ballsbridge, Dublin, D04 A4E0, IE · Suite 101 & 102, SIX Cricket Square, Cayman Islands, Grand Cayman KY1-1103, KY · 23rd floor, 461 Fifth Avenue, Suite 1050, New York, New York NY 10017, US · UNIT 1702 Euro Trade Centre, Connaught Road, Central, Hong Kong, HK · 6 Battery Road, #17-06, Singapore, Singapore 049909, SG
Certainty in your world
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.
Offices: 35 Shelbourne Road, 4th Floor, Ballsbridge, Dublin, D04 A4E0, IE · Suite 101 & 102, SIX Cricket Square, Cayman Islands, Grand Cayman KY1-1103, KY · 23rd floor, 461 Fifth Avenue, Suite 1050, New York, New York NY 10017, US · UNIT 1702 Euro Trade Centre, Connaught Road, Central, Hong Kong, HK · 6 Battery Road, #17-06, Singapore, Singapore 049909, SG
