Client Relationship Manager – Transfer Agency

Quest Recruitment; Dublin; Hybrid; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working arrangements

Competitive salary and benefits

Job summary

Quest Recruitment is partnering with a leading global financial services firm in Dublin to recruit for a client relationship management role within Transfer Agency. You will own the client experience, coordinate service delivery and be the main contact for queries, escalations and service reviews.

This 12-month fixed-term contract focuses on onboarding, fund launches and delivering a consistent client experience across internal teams, with hybrid working arrangements and a competitive salary

Qualifications

• Demonstrable client-facing experience within transfer agency, custody, investor services or a related fund servicing environment.
• Strong communication and relationship management skills, including confidence on calls and in meetings.
• A proactive approach, good judgement and the ability to stay organised when priorities change.

Responsibilities

• Build and maintain strong client relationships, acting as a key contact for day-to-day requests and more complex issues.
• Take ownership of queries and escalations, coordinating with global operational teams and keeping clients informed through to resolution.
• Attend client meetings and service reviews, both online and in person.
• Support new client onboarding, fund and share-class launches, and changes to existing servicing arrangements.
• Monitor service delivery against agreed SLAs, identify recurring issues and follow up on improvement actions.
• Contribute to client due diligence visits, service reporting and discussions around operational requirements.
• Work closely with TA processing, investor services and other internal teams to deliver a consistent client experience.

Skills

Client relationships

Communication

Organisational skills

Job description

Do you enjoy building client relationships, resolving issues and bringing the right people together to get things done?

We're working with a leading global financial services firm seeking client-focused professionals to join its growing Transfer Agency and Investor Services team in Dublin.

This is a client relationship management role within Transfer Agency, taking ownership of the client experience and coordinating service delivery across operational teams. You'll be a key contact for clients, managing queries, handling escalations and helping ensure they receive a responsive, reliable service.

The role does not involve transaction processing. You'll use your operational knowledge to understand client requirements, investigate issues and coordinate the teams responsible for delivery.

What you'll do

• Build and maintain strong client relationships, acting as a key contact for day-to-day requests and more complex issues.
• Take ownership of queries and escalations, coordinating with global operational teams and keeping clients informed through to resolution.
• Attend client meetings and service reviews, both online and in person.
• Support new client onboarding, fund and share-class launches, and changes to existing servicing arrangements.
• Monitor service delivery against agreed SLAs, identify recurring issues and follow up on improvement actions.
• Contribute to client due diligence visits, service reporting and discussions around operational requirements.
• Work closely with TA processing, investor services and other internal teams to deliver a consistent client experience.

Your day will combine planned service activities with incoming requests and escalations. You'll need to be comfortable picking up the phone, managing changing priorities and taking responsibility for progressing issues.

Client meetings may take place at your office or at clients' offices locally in Dublin.

What you'll bring

• Demonstrable client-facing experience within transfer agency, custody, investor services or a related fund servicing environment.
• A sound understanding of transaction processing and fund operations, with the ability to investigate queries and explain issues clearly.
• Experience owning client queries, coordinating resolutions and managing expectations.
• Strong communication and relationship management skills, including confidence on calls and in meetings.
• A proactive approach, good judgement and the ability to stay organised when priorities change.
• A genuine interest in a role centred on client interaction and service delivery.

Direct TA experience is valuable. Candidates from custody or other relevant servicing backgrounds are also encouraged to apply where they can demonstrate strong client relationship skills and transferable operational knowledge.

Fluency in English is essential. French or German would be an advantage but is not required.

Why apply?

• Take ownership of client relationships within a growing Dublin team.
• Work directly with asset managers and other fund industry clients.
• Gain exposure to onboarding, fund launches, service reviews and complex query resolution.
• Join a collaborative team backed by an established global financial services group.
• Hybrid working arrangements and a competitive salary and benefits package.

These are 12-month fixed-term contracts, with potential for extension or longer-term opportunities as the team develops. Further context can be provided during an initial conversation.