Transfer Agency Consultant
11 hours ago
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
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