Senior Client Services Lead, Transfer Agency

ACCA Careers

Limerick

On-site

EUR 60,000 - 90,000

Full time

14 days+
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Job summary

Northern Trust Ireland is seeking a Client Service Manager (Senior Consultant) to lead day-to-day Transfer Agency services for a portfolio of clients. You will be the primary operational contact, ensuring SLAs are met while maintaining strong client relationships and delivering high-quality service.

You will oversee monthly reporting, incident vetting, and collaborate with Global and Relationship Managers to address client needs and drive process improvements in a dynamic financial services

Qualifications

  • The ideal candidate will hold a degree in a relevant discipline and have client-focused experience in financial services.
  • Operational Transfer Agency experience is preferred but related fund management experience will be considered.
  • Proven ability to build and maintain strong client relationships.
  • Transfer Agency industry and regulatory knowledge is highly desirable.
  • Strong verbal and numerical skills are required.
  • Proficiency with business systems and the ability to learn new tools quickly.

Responsibilities

  • Deliver day-to-day Transfer Agency services for a client portfolio.
  • Serve as primary operational contact and ensure SLAs are met.
  • Maintain client service levels and timely information delivery.
  • Support development of new TA products and client take-on processes.
  • Lead client due diligence visits and oversee monthly reporting.
  • Escalate issues and coordinate with internal and external stakeholders to resolve.

Skills

Client relationship mgmt
Stakeholder mgmt
Verbal reasoning
Numeric skills
Learning systems

Education

Finance/Accounting degree

Job description

Northern Trust Ireland is seeking a Client Service Manager (Senior Consultant) to lead day-to-day Transfer Agency services for a portfolio of clients. You will be the primary operational contact, ensuring SLAs are met while maintaining strong client relationships and delivering high-quality service.

You will oversee monthly reporting, incident vetting, and collaborate with Global and Relationship Managers to address client needs and drive process improvements in a dynamic financial services

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