Transfer Agency Officer – Dedicated Client Service Manager
State Street
full-time
Posted on:
Location Type: Office
Location: Dublin • 🇮🇪 Ireland
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as the key point of contact for clients regarding TA services.
- Lead client servicing efforts, ensuring operational events are coordinated and executed within a robust risk framework.
- Build and maintain strong relationships with TA operational teams and broader State Street departments.
- Deliver exceptional service and act as the escalation point for all TA-related client issues.
- Represent TA in due diligence and service review meetings.
- Monitor daily service delivery and ensure quality standards are met.
- Engage with clients on operational efficiencies and service enhancements.
- Coordinate resolution of errors and missed deliverables with operational managers.
Requirements
- Proven experience in Transfer Agency operations, ideally in a client-facing role.
- 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.
Benefits
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Transfer Agency operationsinvestor servicingtransaction processingregulatory complianceAMLKYCclient onboarding
Soft skills
communicationstakeholder managementproblem-solvingleadershiprelationship managementteamworkinitiative