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Transfer Agency, Off

State Street -
DUBLIN 2, County Dublin

Apply Now

Job details

Full-time
7 days ago

Qualifications

Microsoft Office
Communication skills

Full job description

Who we are looking for?

You! If you want to gain experience in the largest financial administrator in Ireland in a managerial position, then State Street Ireland is the place for you. We are looking for someone with a good understanding of Transfer Agency and excellent client servicing to join our Transfer Agency Dedicated Client Service team. Keep reading to hear more.

Why this role is important to us

The Transfer Agency Group is the point of contact for the investors of our clients funds serviced by State Street. Within Transfer Agency you will be joining a large and experienced team of professionals which form part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. This is a team providing the critical connection for investors into State Street. This team works closely with our clients to partner in designing and developing solutions for new innovations and opportunities in fund products. You will work with a range of internal teams across the globe to service a wide array of prominent clients across multiple fund types.

What you will be responsible for

Leadership & Relationship Management

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.

Client Servicing

Deliver exceptional service and act as the escalation point for all TA-related client issues.
Represent TA in due diligence and service review meetings.
Maintain service logs and monitor KPIs and SLAs.
Collaborate with Client Relationship Managers and the Global Client Division to ensure coordinated service delivery.

Operational Oversight

Monitor daily service delivery and ensure quality standards are met.

Review and coordinate completion of Due Diligence Questionnaires and Distributor Agreements.
Engage with clients on operational efficiencies and service enhancements.
Stay informed on industry developments and regulatory changes.

Issue & Error Management

Act as the escalation point for client issues post-internal investigation.
Coordinate resolution of errors and missed deliverables with operational managers.
Support communication and resolution of client complaint

These skills will help you succeed in this role

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

Education & Preferred Qualifications

Degree level at any discipline is preferred, but not essential
Comprehensive knowledge of systems, including Microsoft Office applications, is required
4-6 years experience in financial services, with at least 3 years in Transfer Agency or client facing role

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About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Apply Now

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