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Transfer Agency Consultant (Client Services)

  • Location

    Dublin/Limerick

  • Sector:

    Finance & Banking

  • Job type:

    Contract

  • Contact:

    Laurence Hayward

  • Contact email:

    lhayward@skillfindergroup.com

  • Job ref:

    18929USER_77

  • Consultant:

    Laurence Hayward

Transfer Agency Consultant (Client Services) - Dublin or Limerick - 6 Months Rolling Contract

 

ROLE

Reporting to the Client Services Team Manager in Ireland, this role involves managing multiple Tier 1 clients and ensuring all aspects of the service align with the Client Service Level Description (SLD) for Transfer Agency.

The department provides third-party fund administration services to various fund management companies, covering the full range of shareholder servicing functions, including dealing, registration, settlements, distributions, commissions, and statements.

 

Location: Dublin or Limerick (3 days onsite)
Duration: 6 Months Rolling
Rate: Up to 40 Euros an hour

 

RESPONSIBILITIES

  • Oversee the day-to-day delivery of Transfer Agency services for assigned clients, coordinating work, communication, and issue resolution activities with operational teams.
  • Ensure timely and accurate delivery of all client deliverables, adhering to agreed targets and deadlines.
  • Maintain and enhance client service levels by providing timely and accurate information and outputs.
  • Serve as the main point of contact for clients and internal stakeholders.
  • Offer technical expertise for the development of new Transfer Agency products and collaborate with clients on SLD creation for new product implementations.
  • Lead or participate in client due diligence visits.
  • Ensure monthly reporting, including KPI calculations and reporting pack reviews, is completed accurately and on time.
  • Review and approve incident reports before release and maintain an updated daily client incident log.
  • Collaborate with internal teams to assess and implement changes required by new regulations, ensuring compliance with all current requirements.
  • Maintain and update operating procedures to enhance client experience and service quality.
  • Address and resolve client issues through regular liaison with Relationship Managers, operational teams, and other departments to provide seamless service.
  • Manage Service Level Agreements (SLAs), client-facing documentation, and presentations.
  • Consult with clients to identify operational efficiencies, process improvements, and cost reduction opportunities.
  • Act as a primary escalation point for operational and service issues, ensuring prompt and professional resolution.
  • Respond to client inquiries via phone, email, or workflow systems promptly and accurately.
  • Perform trend analyses, document issues and resolutions, and escalate concerns to management as required.
  • Lead and manage projects for key clients, coordinating all interactions with clients or their representatives.
  • Deliver Priority Client Discussions within agreed timelines.
  • Perform client-specific reporting testing and support the client onboarding process.
  • Provide leadership and foster a collaborative, client-focused team environment.

 

REQUIREMENTS

  • A degree in a relevant discipline and experience in a client-facing role within financial services or banking.
  • Experience in Transfer Agency operations is preferred; fund accounting, fund administration, or banking experience will also be considered.
  • Previous experience with people management and change management is desirable (this is an individual contributor role).
  • Proven ability to build and maintain strong client relationships.
  • Industry and regulatory knowledge related to Transfer Agency are strongly preferred.
  • Strong verbal reasoning and numerical skills.
  • Proficiency with systems used in the business and good keyboard skills.
  • Ability to manage complex issues and meet challenging deadlines under pressure.
  • Strong planning, organization, and problem-solving skills.
  • Flexible approach to work and ability to work independently.
  • Strong relationship-building skills with key internal and external stakeholders:
  • Internal Stakeholders: Head of Operations, Head of Client Services, Relationship Managers, Client Service Delivery Managers, and outsourced locations.
  • External Stakeholders: Clients, Independent Boards, and Regulators, including the Central Bank of Ireland (CBoI).

 

If this role sounds like a good fit for you, I'd love to hear from you. Feel free to reach out to me directly or apply here!