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Paul Roberts, CEO Funds

We call this part of our business ‘Fund Solutions’ and we provide market leading technology and administrative processes for our clients. These services enable our clients to focus on what they do best and we make sure that the customer experience delivered to their partner companies and customers is both excellent and innovative.

The technology that we provide allows for the processing of multiple complex financial products to be processed across millions of customer accounts.

The outsourced administrative solutions cover the industry recognised service Transfer Agency as well as connecting the many distributors of our clients products across the globe and a fantastic *white label customer service solutions such as call centres, customer correspondence, complaint handling and live chat.

We have offices currently in:

mainly Essex based      Dublin & Kilkenny  

*A white label service is a service provided by IFDS that other companies rebrand to look and feel like their own

Latest jobs
  • Location Basildon, Essex
  • |
  • Job type Full Time
  • Description SummaryTo gain an understanding and investigate a variety of investment enquiries as requested by our DCS Nominees clients. You will be required to communicate with different departments and build
  • Location Chelmsford, Essex
  • |
  • Job type Full Time
  • Description SummaryThe Client Services Written team offers a wide range of services to meet the needs of our clients ('Management Companies') and their customers and IFA mostly by letter
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