Shareholder Services Lead

5 days ago


Dublin, Dublin City, Ireland Oliver James Full time

**Job Description**

We are looking for a skilled and experienced professional to join our Shareholder Services team as an Investor Services Supervisor.

The successful candidate will be responsible for managing the entire client onboarding process, handling a diverse client base, and ensuring adherence to policies.

Key responsibilities include serving as the primary contact for investors, assisting with client onboarding and quality checks, reviewing FATCA/CRS documentation, ensuring compliance with policies and procedures, managing relationships with clients and stakeholders, and proactively addressing and resolving service issues.

**Responsibilities Include:**

  • Serving as the primary contact for investors, fostering relationships.
  • Assisting with client onboarding and quality checks.
  • Reviewing FATCA/CRS documentation.
  • Ensuring compliance with policies and procedures.
  • Managing relationships with clients, General Partners, and stakeholders.
  • Proactively addressing and resolving service issues.

**Requirements:**

Bachelor's degree with a minimum 2.2 honors. 3+ years previous experience in Transfer Agency/Investor Services.

**Benefits Package:**

Performance bonus, pension, life assurance, gym access, and subsidized lunches.

Hybrid work arrangement with 3 days in-office and 2 days remote post-probation.



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