The Company is looking to add to the highly motivated Shareholder Services team, responsible for the on‐boarding of new clients to mainly private equity funds with total AUM of over EUR 37 billion. The candidate will be involved in every aspect of the client on‑boarding process from initial system set up to ongoing checks and will deal with a diverse client base including institutional clients, pension funds, high net worth individuals and family offices. Key to this role will be the ability to manage and prioritise multiple processes within tight deadlines as well as strong communication, interpersonal and organisational skills and attention to detail.
Induction training will be provided in addition to both compulsory training (AML/KYC) and optional training. Additional role‑specific training will be provided in‑house by peers, line manager and senior management.
This is a 1 year fixed term contract position.
Responsibilities
Be primary contact for investors building relationships to support key interactions
Assist with the on‑boarding of clients and performing quality checks
Review FATCA/CRS documentation
Ensure that policies and procedures are adhered to daily
Relationship management with clients, General Partner, internal and external stakeholders
Pre‑empt (where possible) and manage/resolve service issues end to end and ensure timely communication to the client
Coordinate with internal business partners across multiple offices internationally
Ensure all tasks are completed within the team in a timely manner to assist with internal KPIs
Requirements
Completed bachelor’s degree required
Minimum 2.2 honours degree
Additional relevant education in the area is a benefit
Highly motivated with an innovative mind‑set
AML experience an advantage, but not essential
Strong analytical and organisational skills
Excellent written and verbal communication skills as well as attention to detail
Ability to deliver solutions to issues, including more complex issues as agreed with line management
General knowledge of Microsoft Office applications
Previous experience in Transfer Agency/Investor Services in the Funds industry is an advantage
Contact
+353 1 264 8603
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