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Client Delivery Associate - Transfer Agency

Job Seekers Ireland Financial Services Financial Services

Job Summary

  • Dublin City Centre
  • Contract
  • BBBH787852
  • Jul 16, 2021
  • Competitive
Job Description

A global leader in the banking and financial services sector is looking for a fund operations professional with a background in Transfer Agency to join their team on a contract basis.

This is a dynamic, client facing role where the successful candidate will be the main point of contact for multiple key clients within the TA department.

Daily activities;

  • Building a stable senior relationship with the client to support key interactions and seamless escalation.
  • Be the primary communication source for escalation of all issues, service updates, and progress updates for the client.
  • Maintaining an excellent and interactive relationship with internal partners inclusive of Transfer Agency, Sales, Technology, Solutions, Custody and Prod development.
  • Supporting the global operations teams to deliver a quality product through efficient issue resolution, proactive client engagement, and effective
  • Use understanding of transfer agency operations to build out a progressive approach to improving the quality of service delivered to the client.
  • Processing of investor payment instructions and requisite fund movements.
  • Processing of Investor Transactions - subscriptions, redemptions, switches, transfers.
  • Issuance of Capstock Reporting.
  • Ability to respond to investor and client queries within a timely manner via telephone and email/symphony.
  • Support the standard of delivery through proactive client engagement and effective deliverable planning including using operational knowledge to take end to end ownership of issue resolution.

Required Experience:

  • Management: Significant experience in Transfer Agency Operations.
  • Experience in dealing with highly complex, demanding client organizations.
  • Organization: strong organizational and time management skills.
  • Client Service: ability to interact efficiently with clients and effectively manage client expectations.
  • Business Knowledge: strong product & business knowledge, including significant experience (minimum 7-9 years) working in transfer agency, able to demonstrate an in depth understanding of end to end operational processes.

Morgan McKinley is acting as an Employment Business in relation to this vacancy.

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Consultant Details

Consultant Details

jack-mccarthy
Jack McCarthy
  • Senior Consultant
  • 353 (0) 1 4321556
  • jmccarthy@morganmckinley.com