Transfer Agency Client Service Manager based in Limerick - DRC required until December (extension expected)
Reporting to the Client Services Team Manager, you will manage multiple Tier 1 clients, ensuring high-quality service delivery in line with agreements for Transfer Agency.
The department provides fund administration services to various fund managers, covering shareholder servicing such as dealing, registration, settlements, distributions, commissions, and statements.
Exposure to the full Transfer Agency service offering
Work with multiple TA locations and product types
Opportunity to act as a trusted advisor for clients
Focus on service excellence and client experience
Join a team of experienced professionals
Oversee daily delivery of TA services for assigned clients
Coordinate with operations teams to meet all deadlines and reporting requirements
Maintain agreed service levels and ensure accurate, timely information delivery
Provide input into new TA products and client agreements
Lead or participate in client due diligence visits
Review and approve monthly KPI and reporting packs
Manage incident reports and maintain incident logs
Monitor regulatory changes and ensure compliance
Resolve client issues in collaboration with internal teams and escalate when needed
Suggest improvements for efficiency, client experience, and cost reduction
Lead projects for key clients and support client onboarding (take-on process)
Conduct testing of client-specific reporting
Support staff development, teamwork, and communication (though primarily an individual contributor role)
Background in financial services or banking, ideally in a client-focused role
Transfer Agency operations experience is an advantage
Strong client relationship management skills
Experience with people or change management (desirable)
Strong analytical, numerical, and problem-solving skills
Ability to work independently and under pressure with tight deadlines
Strong planning, organisation, and communication skills
Flexible and proactive approach