Transfer Agency Investor Services Officer

3 weeks ago

Dublin Pike, Ireland State Street Full time

Transfer Agency Investor Services Officer Join to apply for the Transfer Agency Investor Services Officer role at State Street .
Overview The role holder will be responsible for the oversight of the Transfer Agency client service team (A1’s, A2’s & Senior Associates), management of client relationships and acting as a point of escalation for the team on technical issues. They will ensure that policies and procedures are followed and that best practices are applied. They will continuously look for enhancements to create greater efficiencies and productivity within the team. This role can be performed in a hybrid model, balancing work from home and office to match needs and role requirements.
What You Will Be Responsible For Final sign off on internal (e.g., NAV), client and investor reporting to ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures, including daily cash and trade reconciliations.
Oversight of the Transfer Agency team, managing key priorities daily, planning team work, and managing resources including recruitment of new staff.
Building and maintaining client relationships through regular meetings and forums, ensuring effective communication and client satisfaction.
Act as a point of contact for client escalation.
Develop and implement key improvements on process, procedures and policy changes within the department.
Work with internal development on system enhancements to improve efficiency and productivity within the team.
What We Value Promote a risk awareness culture within the team to drive the zero error policy.
Proactively identify gaps in internal key controls and work with the wider TA manager/director group to close gaps.
Effective management of the team and all associated HR policies, performance and career development.
Participate in department-wide training efforts – draft and deliver training courses and facilitate on-the-job training.
Education & Preferred Qualifications Degree in Finance and/or Business-related area (minimum 2.2) or relevant working experience.
4–6 years Fund Administration experience (preferable Hedge Transfer Agency) with at least 2 years people management experience.
Proficient in Microsoft Office applications, particularly Excel.
Experience working to tight deadlines, with ability to multi-task and to work calmly under pressure.
Experience in Client Relationship Management is essential for this role.
Good working knowledge of AML and industry regulations.
Job Details Seniority level: Not Applicable
Employment type: Full-time
Job function: General Business, Management, and Business Development
Industries: Financial Services, Investment Banking, and Investment Management
Location: Dublin, County Dublin, Ireland

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