Senior Client Service Manager, Transfer Agency

Morgan McKinley

Dublin

On-site

EUR 75,000 - 110,000

Full time

7 days ago
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Job summary

Morgan McKinley in Ireland is seeking an experienced Client Service Manager to join its Transfer Agency team. You will oversee day-to-day delivery across a portfolio of clients, ensuring service levels and regulatory standards are met while maintaining strong client relationships.

You will liaise with internal teams and external clients, manage issues, and drive process improvements. The role offers exposure to senior stakeholders and opportunities to lead initiatives within a global financial

Qualifications

  • Degree in a relevant discipline; client-focused role within financial services or banking experience preferred.
  • Operational experience within Transfer Agency is strongly preferred; fund accounting or banking background considered.

Responsibilities

  • Oversee day-to-day delivery of Transfer Agency services across clients.
  • Be a key point of contact for internal and external stakeholders; ensure professional client service.
  • Maintain agreed client service levels through timely delivery of information and work products.
  • Provide technical expertise on development and implementation of new Transfer Agency products and services.
  • Support creation and agreement of Service Level Documents with clients.
  • Lead client due diligence visits and coordinate reporting.
  • Oversee monthly client reporting, including KPI calculations and review of packs.
  • Manage client issues through resolution; liaise with global teams and Relationship Managers.
  • Ensure regulatory requirements are met and procedures are continually improved.
  • Coordinate client-facing documentation, presentations and SLA discussions.
  • Respond to enquiries in a timely, accurate manner; escalate where needed.

Skills

Stakeholder management
Client relationship management
Operational delivery
Regulatory knowledge
People management (desirable)
Strong communication

Education

Degree in a relevant discipline

Tools

Transfer Agency systems
Regulatory reporting systems

Job description

Morgan McKinley in Ireland is seeking an experienced Client Service Manager to join its Transfer Agency team. You will oversee day-to-day delivery across a portfolio of clients, ensuring service levels and regulatory standards are met while maintaining strong client relationships.

You will liaise with internal teams and external clients, manage issues, and drive process improvements. The role offers exposure to senior stakeholders and opportunities to lead initiatives within a global financial

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