Senior Transfer Agency Lead - Client Relations & Operations

State Street Corporation; Ireland; Hybrid; EUR 90,000 - 120,000; Full time

Job summary

State Street Corporation is seeking a senior transfers agency operations professional to oversee the client service team, manage client relationships, and act as escalation point for technical issues. The role supports hybrid work arrangements balancing home and office requirements.

You will ensure compliance with policies, drive process improvements, and collaborate on system enhancements to improve efficiency and productivity within the Transfer Agency function.

Qualifications

• Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience.
• Broad and in-depth understanding of the Transfer Agency offerings within the Private Equity / Hedge fund service line
• 4 -6 years Fund Administration experience within the Transfer Agency area, along with 2 years people management experience.
• Proficient in Microsoft Office applications in particular Excel.
• Experience in Client Relationship Management is essential for this role.
• Good working knowledge of AML and regulations impacting the industry.

Responsibilities

• Responsible for the final sign off on internal, client and investor reporting to ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures Including taking full ownership on daily, cash and trade reconciliations.
• Oversight of the Transfer Agency team, managing key priorities on a daily basis, planning team work, managing team resources including recruitment of new staff.
• Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction.
• Act as a point of contact for client escalation.
• Develop and implement key improvements on process, procedures and new policy changes into the department.
• Work with internal development on system enhancements to improve efficiency and productivity within the team.

Education

Degree in Finance and/or Business Related area

Job description

State Street Corporation is seeking a senior transfers agency operations professional to oversee the client service team, manage client relationships, and act as escalation point for technical issues. The role supports hybrid work arrangements balancing home and office requirements.

You will ensure compliance with policies, drive process improvements, and collaborate on system enhancements to improve efficiency and productivity within the Transfer Agency function.