Transfer Agency Specialist

5 days ago

Limerick, Limerick, Ireland beBeeFinancial Full time €55,000 - €75,000
Job Role: Financial Services Expert

Key Responsibilities:

  • Oversee the provision of TA services to a portfolio of clients, ensuring all service levels are met and operational issues are resolved promptly.
  • Act as the primary point of contact for clients, building and maintaining strong relationships with key stakeholders.
  • Coordinate with internal teams to manage service delivery, ensuring timely escalation of issues where required.
  • Develop and implement Service Level Agreements (SLAs) with clients, ensuring clear documentation and alignment of expectations.
  • Provide support for client due diligence visits and other external audits.
  • Prepare and deliver detailed monthly reporting packs, including KPI data and incident logs, to clients and internal teams.
  • Review fund documentation and assess regulatory impacts on service delivery.
  • Collaborate with internal departments to ensure compliance with regulatory changes and maintain best practices.
  • Conduct trend analysis to identify and address recurring issues, proposing process improvements to enhance efficiency and customer experience.

Requirements:

  • A degree in a relevant field and experience in a client-focused role preferred.
  • Prior experience in Transfer Agency, fund administration, or fund accounting is highly desirable.
  • Knowledge of the regulatory landscape in Ireland and the broader funds industry.
  • Strong interpersonal and relationship-building skills, with a proven track record of managing high-profile clients.
  • Excellent organisational and time-management skills, with the ability to prioritise under pressure.
  • Proficiency in using financial systems and strong IT skills, including Excel and workflow tools.

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