Transfer Agency Associate

3 days ago


Dublin, Ireland Oliver James Full time

The Company seeks a motivated individual to join the Shareholder Services team, focused on onboarding clients for private equity funds. The role involves managing the entire client onboarding process, handling a diverse client base (institutional clients, pension funds, high-net-worth individuals, and family offices), and ensuring adherence to policies. Strong multitasking, communication, organizational skills, and attention to detail are essential. This role offers opportunities for growth in a dynamic team. The successful candidate will play a pivotal role in evolving internal processes and contributing to the team's development. Responsibilities: Serve as the primary contact for investors, fostering relationships. Assist with client onboarding and quality checks. Review FATCA/CRS documentation. Ensure compliance with policies and procedures. Manage relationships with clients, General Partners, and stakeholders. Proactively address and resolve service issues. Coordinate across international offices. Support team performance to meet internal KPIs. Requirements: Bachelor's degree with a minimum 2.2 honors. Benefits: Hybrid Work: 3 days in-office, 2 days remote post-probation. Comprehensive Benefits: Performance bonus, pension, life assurance, gym access, and subsidized lunches. Professional Development: Internal and external training opportunities aligned with business needs. Skills: Shareholder Services Transfer Agency Investor Services



  • Dublin, Ireland Oliver James Full time

    The Company seeks a motivated individual to join the Shareholder Services team, focused on onboarding clients for private equity funds. The role involves managing the entire client onboarding process, handling a diverse client base (institutional clients, pension funds, high-net-worth individuals, and family offices), and ensuring adherence to policies....


  • Dublin, Ireland State Street International (Ireland) Ltd Full time

    Who we are looking for Deliver high quality client service both internally and externally by incorporating experience and industry knowledge in daily workflow so as to complete increasingly complex tasks on time and accurately. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Why this role is...


  • Dublin, Ireland State Street International (Ireland) Ltd Full time

    Who we are looking for Deliver high quality client service both internally and externally by incorporating experience and industry knowledge in daily workflow so as to complete increasingly complex tasks on time and accurately. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Why this role is...


  • Dublin, Ireland National Treasury Management Agency Full time

    Career Opportunities: Associate Programme 2025 (Agency Secretariat) (5341) Necessary arrangements can be made at the interview stage to accommodate the needs of candidates with disabilities. If you are having difficulty uploading your CV online or in fully accessing any information on this site please email Recruitment@ntma.ie Job Title: Associate - Agency...


  • Dublin, Ireland Skillfinder International Full time

    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...


  • Dublin, Ireland J.P MORGAN S.E Dublin Branch Full time

    Job Description Are you ready to make a significant impact in the world of financial services? At J.P. Morgan, we empower our employees to push the boundaries of what's possible. As a Transfer Agency Client Delivery Associate in our Transfer Agency team, you play a crucial role in enhancing client relationships and ensuring exceptional service delivery. You...


  • Dublin, Ireland Citibank (Switzerland) AG Full time

    Digital Transfer Agency Analyst (Hybrid) Apply locations: Dublin, Ireland Time type: Full time Posted on: Posted Yesterday Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in communications and problem solving. Shape your career with Citi in Dublin. By joining Citi, you will...


  • Dublin, Ireland State Street International (Ireland) Ltd Full time

    What we value: Deliver high quality client service both internally and externally by incorporating experience and industry knowledge in daily workflow so as to complete increasingly complex tasks on time and accurately. Responsibilities: Client Service Complete all tasks including the handling of all complex calls and queries, to a high quality, to meet...


  • Dublin, Ireland J.P MORGAN S.E Dublin Branch Full time

    Job Description Are you ready to make a significant impact in the world of financial services? At J.P. Morgan, we empower our employees to push the boundaries of what's possible. As a Transfer Agency Client Delivery Associate in our Transfer Agency team, you play a crucial role in enhancing client relationships and ensuring exceptional service delivery. You...


  • Dublin, Ireland Matrix Recruitment Group Full time

    What You Need to Know Matrix Recruitment is currently recruiting for a Client Services Manager to join a global leader in the financial services sector. This position will be based in either Dublin or Limerick and offers a hybrid working model. In this role, you will manage a portfolio of clients, ensuring a seamless delivery of Transfer Agency services....


  • Dublin, Ireland U.S. Bank Full time

    Investor Services Transfer Agency Analyst Apply locations Dublin, Ireland time type Full time posted on Posted 30+ Days Ago job requisition id 2024-0024762 At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...


  • Dublin, Ireland Avature Full time

    - Are you an experienced Tax professional interested in growing your career in Transfer Pricing? - Are you currently working abroad and missing friends and family in Ireland? - Are you interested in joining a firm that delivers award winning training and opportunities for career progression? Whatever your reason is for wanting to look for a new job, joining...


  • Dublin, Ireland MUFG Investor Services Full time

    Reporting to the Associate Director, Investor Operations, a list of your responsibilities will include: - Manage and guide any direct reports in daily deliverables while ensuring adherence to company and department policies and procedures relating to investor registration, dealing, reporting and cash. - Be a main contact for daily client inquiries and...


  • Dublin, Ireland Us Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...


  • Dublin, Ireland Quest Recruitment Full time

    My client is a global leader in fund administration and asset servicing, renowned for innovation and expertise since their founding. They are currently seeking a Transfer Agency Assistant Manager – Private Equity & Hedge to join their growing team in the IFSC. Your Role: - Oversee the administration of services aligned with agreements for a portfolio of...


  • Dublin, Ireland Citigroup Inc. Full time

    Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in communications and problem solving. Shape your career with Citi in Dublin. By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing...


  • Dublin, Ireland National Treasury Management Agency Full time

    Job Title: Associate - NDFA - Project Management Division/Function: NDFA Reports to: Head of Operations Contract Type: 24 Month FTC ****Closing date for applications: 27th January 2025**** Summary of the Business: The National Treasury Management Agency (NTMA) provides asset and liability management services to the Irish Government. It has evolved from a...


  • Dublin, Ireland National Treasury Management Agency Full time

    Job Title: Associate - SCA - Enterprise Risk (Non-Financial) Division/Function: The State Claims Agency Reports to: Snr Enterprise Risk Manager Contract Type: 24 Month FTC **** Closing Date for applications: 5th February 2025 **** Summary of the Business: The National Treasury Management Agency (NTMA) provides asset and liability management services to the...


  • Dublin, Ireland National Treasury Management Agency Full time

    Job Title: Associate - SCA - Enterprise Risk (Non-Financial) Division/Function: The State Claims Agency Reports to: Snr Enterprise Risk Manager Contract Type: 24 Month FTC **** Closing Date for applications: 5th February 2025 **** Summary of the Business: The National Treasury Management Agency (NTMA) provides asset and liability management services to the...

  • Transfer Pricing

    5 days ago


    Dublin, Ireland Clarity Search Partners Full time

    Our client is recruiting a Transfer Pricing Associate Director/Director for a Top 10 firm in Ireland. You will be working for a world-leading consultancy firm with a strong client profile consisting of a combination of national and international clients, and will also be involved in guiding exciting specialist projects. This firm offers a good team spirit...