Job Description
We are seeking a Client Services Manager to join our team at Matrix Recruitment. The successful candidate will be responsible for managing a portfolio of clients and ensuring seamless delivery of Transfer Agency services.
This is a 6-month contract position with the possibility of extension and/or other permanent opportunities arising.
Key Responsibilities:
* Oversee the delivery of TA services to a portfolio of clients, ensuring all service levels are met and operational issues are resolved promptly.
* Act as the main 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.
* Lead projects related to client onboarding, regulatory updates, and service enhancements.
Requirements:
* A degree in a relevant field and experience in a client-focused role within transfer agency 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.
* Analytical mindset with the ability to resolve complex issues efficiently.
* Experience in managing or leading teams, with a focus on fostering collaboration and excellence.
* Proficiency in using financial systems and strong IT skills, including Excel and workflow tools.