Transfer Agency Expert

2 days ago

Dublin, Dublin City, Ireland beBeeClient Full time €50,000 - €75,000

As a key player in our organization, you will have the opportunity to develop your career in a client-focused environment that values innovation, collaboration, and excellence.

This role involves overseeing the delivery of Transfer Agency services to a portfolio of clients, ensuring all service levels are met and operational issues are resolved promptly. You will act as the main point of contact for clients, building and maintaining strong relationships with key stakeholders.

You will coordinate with internal teams to manage service delivery, ensuring timely escalation of issues where required. Additionally, you will develop and implement Service Level Agreements (SLAs) with clients, ensuring clear documentation and alignment of expectations.

In this role, you will provide support for client due diligence visits and other external audits. You will prepare and deliver detailed monthly reporting packs, including KPI data and incident logs, to clients and internal teams.

Furthermore, you will review fund documentation and assess regulatory impacts on service delivery. You will collaborate with internal departments to ensure compliance with regulatory changes and maintain best practices.

Your responsibilities will also include conducting trend analysis to identify and address recurring issues, proposing process improvements to enhance efficiency and customer experience.

Requirements
  • A degree in a relevant field is preferred, along with experience in a client-focused role.
  • Prior experience in Transfer Agency, fund administration, or fund accounting is highly desirable.
  • You should have 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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