Investor Services Lead — Client & AML Operations

State Street; Dublin; On-site; EUR 52,000 - 76,000; Full time

Job summary

State Street in Dublin is seeking a Senior Associate to oversee Transfer Agency deliverables and to manage client relationships in line with AML policies. The role includes supervising daily activities, guiding the team, and maintaining high standards of accuracy and compliance.

The successful candidate will drive process improvements, participate in training and development, and ensure timely escalation where needed to support investors and clients.

Qualifications

• Third level qualification and/or 2 years level experience in financial services industry.
• Client Service experience preferred.
• Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.

Responsibilities

• Day to day supervision of the Transfer Agency daily, weekly and monthly deliverables.
• Responsible for monitoring and tracking team activity against all shared mailboxes and assisting the team with queries.
• Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks.
• Actively manage day to day relationship with the clients, escalating issues to their Manager when required.
• Closely liaising with the AML team reviewing and monitoring anti money laundering documentation in line with policies and procedures.
• Day to day performance management of the team, one to one meetings and annual performance cycle ensuring development and review of staff against goals.
• Act as a point of escalation for the team for technical and client queries providing an efficient and swift service to Investors.
• Foster and act as a role model to build risk awareness within the team.
• Proactively seek greater productivities in the team through process improvements & automation where applicable.
• Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training.

Skills

Client Service

Team supervision

Education

Third level qualification and/or 2 years level experience in financial services industry

Job description

State Street in Dublin is seeking a Senior Associate to oversee Transfer Agency deliverables and to manage client relationships in line with AML policies. The role includes supervising daily activities, guiding the team, and maintaining high standards of accuracy and compliance.

The successful candidate will drive process improvements, participate in training and development, and ensure timely escalation where needed to support investors and clients.