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Consultant Transfer agency - Client Services

Our client is an industry-leading financial services company and they currently have an exciting opportunity for a Consultant Transfer Agent in Client Services to join their team in Limerick. This position is on an initial 3 month fixed-term contract that may have the possibility to extend

Hybrid working is in place – 3 days in the office and 2 from home.

Reporting to the Client Services Team Manager, the successful candidate will be responsible for managing multiple clients and ensuring that all aspects of the service are maintained as per the Client agreements in relation to Transfer Agency.

The key responsibilities of the role include:

  • Day to day delivery of all TA Services to the client.

  • Work with Operational Partners in producing daily/weekly/monthly deliverable control checklists and ensure all targets and deadlines are met.

  • Maintain Client Service levels, for dedicated clients, by ensuring timely and accurate delivery of information and work products.

  • Provide technical expertise for the development of new TA Products and develop SLD’s with your clients for the take on of these new products and services

  • Oversees the timely completion and publication of monthly reporting including calculating KPI levels and review of monthly reporting packs to Consultant / Client     

  • Responsibility for vetting all incident reports prior to release to RM's/Clients and ensuring all items are added to the daily client incident log

  • To work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all current requirements are met

  • Act as an escalation point to Operations and the Fund Service Centre also escalating issues to management as appropriate

  • Perform trend analysis, resolve exceptions, document issues and resolutions and communicate and escalate issues to management as appropriate.

  • Perform testing of client specific reporting.

Skills/ Qualifications:

  • Prior experience in a client-focused role gained in the financial services or banking industry is an advantage.

  • Operational experience in a Transfer Agency role is desirable.

  • Track record of building and maintaining strong client relationships

  • Effective verbal reasoning and numeric skills required

  • Ability to review and resolve complex issues in a timely manner

For a confidential discussion and more information on the role, please contact Jessica Kennedy

021 2427110