Transfer Agency Client Service Manager
- Location: Dublin or Limerick, Ireland
- Working Pattern: Hybrid – 3 days on-site per week
- Contract: Initial contract until the end of 2026, with a strong possibility of extension
- Rate: Up to €60 an hour
An excellent contract opportunity has arisen for an experienced Transfer Agency / Fund Services professional to join a leading global financial services organisation in either Dublin or Limerick.
Working within Client Services, you’ll take ownership of the day-to-day delivery and oversight of Transfer Agency services for a portfolio of clients, acting as a key operational point of contact.
This is a highly client-facing position suited to someone who combines strong fund services / Transfer Agency knowledge with excellent relationship management, issue resolution and stakeholder management skills.
The Role
As a Transfer Agency Client Service Manager, you will be responsible for ensuring clients receive a consistent, high-quality service and that agreed deliverables, deadlines and service levels are achieved.
You’ll work closely with clients, Relationship Managers, operational teams and other internal stakeholders while taking ownership of service issues, reporting, projects and continuous improvement.
Key responsibilities include:
- Managing the day-to-day delivery of Transfer Agency services across a portfolio of clients
- Acting as a primary operational contact for internal and external stakeholders
- Ensuring daily, weekly and monthly client deliverables are completed accurately and on time
- Managing client service levels against agreed service level documentation
- Building and maintaining strong relationships with clients and key stakeholders
- Managing and resolving client issues, incidents and escalations
- Reviewing incident reports and maintaining appropriate client incident oversight
- Producing and reviewing monthly client reporting packs and KPIs
- Supporting client due diligence visits
- Coordinating client-facing documentation and presentations
- Working with operational teams on regulatory and process changes
- Supporting the development and implementation of new Transfer Agency products and services
- Identifying opportunities to improve operational efficiency and the overall client experience
- Managing projects for key clients
- Supporting client onboarding / take-on activity
- Performing trend analysis and resolving operational exceptions
- Providing guidance and leadership across relevant operational teams
What We’re Looking For
Ideally, you’ll have previous experience within Transfer Agency, particularly in a client service, relationship management or operational oversight capacity.
Candidates coming from broader fund administration, fund accounting or banking backgrounds will also be considered where they can demonstrate strong client servicing and relevant operational experience.
You should bring:
- Financial services or banking experience within a client-focused environment
- Transfer Agency operational experience strongly preferred
- Strong understanding of the funds / Transfer Agency environment
- Transfer Agency regulatory knowledge highly desirable
- Proven experience building and maintaining senior client relationships
- Strong stakeholder management skills
- Experience handling service issues, incidents and escalations
- Ability to review and resolve complex operational issues
- Strong planning and organisational skills
- Ability to operate effectively under pressure and against challenging deadlines
- Strong verbal, numerical and communication skills
- Ability to work independently and take ownership
- Previous people management and/or change management exposure would be beneficial
- A relevant degree is preferred
