Senior Transfer Agency & Client Onboarding Lead

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

Job summary

LGT Fund Managers (Ireland) Ltd. seeks a proactive Shareholder Services professional to lead investor onboarding for private equity funds, perform quality checks, and review FATCA/CRS documentation.

You will manage relationships with institutional clients, pension funds, and high net worth individuals, while ensuring timely, accurate processing and strong cross-border collaboration. Induction and mandatory AML/KYC training will be provided, with opportunities for progression within a growing

Qualifications

• Completed bachelor's degree is required.
• Minimum 2.2 honours degree.
• Additional relevant education in the area is a benefit.
• Highly motivated with an innovative mindset.
• AML experience is an advantage, but not essential.
• Experience reviewing FATCA/CRS documentation is preferred.
• Strong analytical and organizational skills with attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Be the primary contact for investors building relationships to support key interactions.
• Assist with the onboarding of clients and performing quality checks.
• Review FATCA/CRS documentation.
• Ensure that policies and procedures are adhered to daily.
• Relationship management with clients, General Partner, internal and external stakeholders.
• Pro-actively manage service issues end to end and communicate timely updates to clients.
• Coordinate with internal business partners across multiple offices internationally.
• Ensure all tasks are completed within the team to assist with internal KPIs.

Skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Problem solving

Education

Bachelor's degree

2.2 honours degree

Additional relevant education

Tools

Microsoft Office

Job description

LGT Fund Managers (Ireland) Ltd. seeks a proactive Shareholder Services professional to lead investor onboarding for private equity funds, perform quality checks, and review FATCA/CRS documentation.

You will manage relationships with institutional clients, pension funds, and high net worth individuals, while ensuring timely, accurate processing and strong cross-border collaboration. Induction and mandatory AML/KYC training will be provided, with opportunities for progression within a growing