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!
#J-18808-Ljbffr