Transfer Agency, Off
HybridDublin, Leinster, Ireland
Job Summary
Lead client servicing efforts as the key point of contact for investors regarding Transfer Agency services, coordinating operational events within a robust risk framework. Serve as the escalation point for TA-related client issues and errors, managing resolution of missed deliverables and complaints while maintaining service logs and monitoring KPIs and SLAs. Build strong relationships with internal teams and external clients to drive operational efficiencies and service enhancements across multiple fund types. Review and coordinate completion of Due Diligence Questionnaires and Distributor Agreements while staying informed on regulatory changes. This role supports the Transfer Agency Group, the critical connection for investors into State Street, working closely with global teams to partner on new fund product innovations.
Required Qualifications
- Proven experience in Transfer Agency operations
- Strong understanding of TA processes including investor servicing, transaction processing, and regulatory compliance
- Excellent communication, stakeholder management, and problem-solving skills
- Ability to lead cross-functional teams and manage complex client relationships
- Familiarity with AML/KYC, fund launches, and client onboarding processes
- Ability to proactively work under own initiative
- Team skills – demonstrated ability to work with people at different levels
- Comprehensive knowledge of systems, including Microsoft Office applications
- 4-6 years experience in financial services
- At least 3 years in Transfer Agency or client facing role
Desired Qualifications
- Degree level at any discipline
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