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Transfer agency client services manager

Limerick
Matrix Recruitment Group
Client services manager
Posted: 8 May
Offer description

About the Role

We are seeking a Transfer Agency Client Service Manager to join our client, a leading financial services company based in Limerick.

This role involves managing multiple relationships, ensuring all aspects of service align with contractual agreements, and supporting operational teams in delivering exceptional service.

The position provides exposure to a broad range of shareholder services, including transaction processing, investor reporting, and regulatory compliance.

This is a 9-month contract role with some possibility of other opportunities coming up at the end of the contract.

The role offers a hybrid working model.

Your Key Responsibilities:

1. Operational Management: Oversee the day-to-day operations of transfer agency services, ensuring high-quality service delivery.
2. Team Collaboration: Collaborate with operational teams to meet deadlines and service-level agreements.
3. Clients Communication: Act as the primary point of contact for clients, addressing queries and resolving issues efficiently.
4. Audit Support: Participate in client meetings, audits, and due diligence visits.
5. Performance Monitoring: Monitor and review performance metrics, ensuring compliance with internal and external standards.
6. Innovation Support: Support the development and implementation of new service offerings.
7. Regulatory Insights: Provide insights on regulatory changes and operational improvements.
8. Challenge Management: Manage and escalate operational challenges, working closely with internal stakeholders.
9. Project Leadership: Lead projects related to client onboarding and service enhancements.
10. Culture Promotion: Promote a culture of service excellence and continuous improvement.

You Will Need

1. Client Focus Experience: Proven experience in a client-focused role within financial services, fund administration, or banking.
2. Operational Background: Operational experience in transfer agency or related functions is desirable.
3. Relationship Management: Strong relationship management skills with a focus on client satisfaction.
4. Pressure Handling: Ability to work under pressure and meet challenging deadlines.
5. Problem Solving: Excellent problem-solving and analytical skills.
6. Communication Skills: Strong verbal and written communication skills.
7. Collaboration: Ability to work independently and as part of a collaborative team.
8. Regulatory Knowledge: Experience with regulatory requirements and compliance frameworks is an advantage.

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