Associate Consultant, Transfer Agency (Dealing Team)

ntrs; Limerick; On-site; EUR 45,000 - 65,000; Full time

Job summary

Northern Trust is seeking an Associate Consultant within the Transfer Agency Dealing team. You will support day-to-day TA Dealing activities, ensure service levels, and assist with complex queries across offshore and onshore teams.

You will help maintain procedures, monitor queues, coordinate workflows, and contribute to client reporting and process improvements in a collaborative environment.

Qualifications

• Relevant experience within Transfer Agency, Fund Administration or Financial Services.
• Strong knowledge of transfer agency operations and end-to-end dealing process.
• Ability to investigate and resolve operational queries with sound judgement.

Responsibilities

• Take ownership of assigned clients and support day-to-day TA Dealing activities.
• Provide operational and technical support to the Dealing team and resolve complex queries.
• Escalate material or higher-risk matters to the Consultant or Dealing Manager as needed.
• Oversee processing quality, timeliness, and offshore team activities.
• Prepare timely client and operational reporting including cash and register reporting.

Skills

Transfer Agency

Dealing operations

Operational support

Issue resolution

Data-protection checks

Tools

TA systems

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Role / Department

The Associate Consultant role operates within a dedicated Dealing Team in the Transfer Agency Department. The role provides experienced technical and operational support across day-to-day dealing activities, taking increased ownership for assigned clients, operational deliverables, issue resolution and the effective application of established processes and controls.

Reporting to the Dealing Manager, the Associate Consultant acts as a key point of support for the wider team, assisting with complex operational queries, workflow coordination and the development of less experienced partners. The role works closely with the Consultant and Dealing Manager to support consistent service delivery, operational quality and the timely escalation and resolution of issues.

The Transfer Agency Department provides fund administration services to multiple Fund Management companies, delivering the full range of shareholder servicing functions including Dealing, Registration, Finance and Investor Services. The department operates across multiple locations and provides partners with opportunities to develop their knowledge, experience and careers.

Key Responsibilities

The key responsibilities of the role include:

• Take ownership of assigned clients and support the effective delivery of day-to-day TA Dealing activities, ensuring agreed service requirements and deadlines are met.
• Provide experienced operational and technical support to the Dealing team, assisting with the investigation and resolution of more complex processing queries and exceptions.
• Act as an escalation point for operational queries from junior team members and offshore partners, escalating material or higher-risk matters to the Consultant or Dealing Manager as appropriate.
• Support the day-to-day oversight of processing quality, accuracy and timeliness, including activities performed by offshore TA Dealing teams.
• Monitor workflow queues and operational priorities, identifying outstanding items, potential issues and capacity concerns and escalating where appropriate.
• Prepare and review accurate and timely client and operational reporting, including prediction, cash and register reporting.
• Ensure assigned client and operational deliverables are completed accurately and within agreed timeframes.
• Maintain accurate and up-to-date procedures, checklists and supporting documentation, identifying areas requiring clarification or improvement.
• Complete applicable data-protection checks and ensure external communications are issued in accordance with TA policies, procedures and control requirements.
• Support the identification, investigation and escalation of operational risks, errors and control issues, contributing to timely resolution and appropriate follow-up.
• Provide day-to-day guidance and knowledge sharing to less experienced partners, supporting cross-training and the development of technical knowledge within the team.
• Support process reviews and continuous-improvement initiatives aimed at enhancing operational quality, efficiency and the client or investor experience.
• Contribute to projects, client onboarding, system or process changes and other business initiatives within the scope of the role.
• Work collaboratively with other Transfer Agency functions, including New Business, Investor Services, Registration and Finance, as well as relevant internal stakeholders.
• Respond to client and investor queries accurately and within agreed service expectations.
• Maintain a strong understanding of assigned dealing processes and relevant systems and apply that knowledge to support effective operational delivery.
• Comply with applicable regulatory requirements and internal Northern Trust policies, procedures and control standards.

Skills / Qualifications

• Relevant experience within Transfer Agency, Fund Administration or Financial Services, preferably within a Dealing environment.
• Strong working knowledge of Transfer Agency operations and a good understanding of the end-to-end dealing process.
• Ability to investigate and resolve operational queries and exceptions, applying sound judgement and escalating appropriately when required.
• Good understanding of operationa