Investor Services Lead: Transfer Agency & Onboarding

LGT Fund Managers (Ireland) Ltd.; Dublin; On-site; EUR 42,000 - 62,000; Full time

Job summary

LGT Fund Managers (Ireland) Ltd. in Dublin seeks a Shareholder Services professional to manage investor onboarding and ongoing checks.

You will liaise with institutional clients, pension funds and high net worth individuals, ensuring adherence to AML/KYC processes and timely communications. The role emphasizes cross‑functional collaboration, strong organizational skills, and attention to detail as the team grows.

Qualifications

• Bachelor’s degree required
• Minimum 2.2 honours degree
• AML experience beneficial
• Strong analytical and organizational skills
• Excellent written and verbal communication skills
• Experience reviewing FATCA/CRS documentation preferred

Responsibilities

• Be the primary contact for investors, building relationships to support key interactions
• Assist with onboarding of clients and perform quality checks
• Review FATCA/CRS documentation
• Ensure policies and procedures are adhered to daily
• Relationship management with clients, partners and stakeholders
• Coordinate with internal teams across multiple offices
• Meet internal KPIs and timely task delivery

Skills

AML experience

FATCA CRS knowledge

Analytical skills

Organizational skills

Communication skills

Microsoft Office

Transfer Agency Investor Services

Education

Bachelor's degree

2.2 honours degree

Additional relevant education

Tools

Microsoft Office

Job description

LGT Fund Managers (Ireland) Ltd. in Dublin seeks a Shareholder Services professional to manage investor onboarding and ongoing checks.

You will liaise with institutional clients, pension funds and high net worth individuals, ensuring adherence to AML/KYC processes and timely communications. The role emphasizes cross‑functional collaboration, strong organizational skills, and attention to detail as the team grows.