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Portfolio manager – client focused expertise

Dublin
beBeeClientServices
Portfolio manager
Posted: 14 August
Offer description

Job Title: Client Services Manager

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The role of a Client Services Manager involves overseeing the delivery of Transfer Agency services to a portfolio of clients, ensuring all service levels are met and operational issues are resolved promptly.

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As the primary point of contact for clients, you will build and maintain strong relationships with key stakeholders, coordinating with internal teams to manage service delivery. Your responsibilities will include developing and implementing Service Level Agreements (SLAs) with clients, ensuring clear documentation and alignment of expectations.

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You will provide support for client due diligence visits and other external audits, prepare and deliver detailed monthly reporting packs, including KPI data and incident logs, to clients and internal teams. Additionally, you will review fund documentation and assess regulatory impacts on service delivery, collaborating with internal departments to ensure compliance with regulatory changes and maintain best practices.

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A degree in a relevant field and experience in a client-focused role are preferred. Prior experience in Transfer Agency, fund administration, or fund accounting is highly desirable, as well as knowledge of the regulatory landscape in Ireland and the broader funds industry. Strong interpersonal and relationship-building skills, excellent organisational and time-management skills, and proficiency in using financial systems and strong IT skills are essential.

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Required Skills and Qualifications:

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* A degree in a relevant field
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* Experience in a client-focused role
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* Prior experience in Transfer Agency, fund administration, or fund accounting
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* Knowledge of the regulatory landscape in Ireland and the broader funds industry
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* Strong interpersonal and relationship-building skills
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* Excellent organisational and time-management skills
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* Proficiency in using financial systems and strong IT skills
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Benefits:

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This contract position offers a hybrid working model, based in either Dublin or Limerick, with opportunities for professional development and career growth. You will have the chance to work in a fast-paced environment within a company that values innovation, collaboration, and excellence.

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Others:

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We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and permission.

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