Transfer Agency Associate - Client Onboarding & Compliance

LGT Fund Managers (FL) AG; Dublin; On-site; EUR 55,000 - 75,000; Full time

Job summary

LGT Fund Managers (Ireland) Ltd. seeks a diligent Shareholder Services professional to onboard clients for private equity funds, handling initial system setup and ongoing checks.

You will manage a diverse client base, including institutional clients and high net worth individuals, with strong deadlines and attention to detail. The role includes induction and AML/KYC training, progression opportunities, and frequent collaboration with global offices.

Qualifications

• Completed bachelor’s degree required.
• Minimum 2.2 honours degree.
• AML/KYC training beneficial

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.
• Pre-empt (where possible) and manage/resolve service issues end to end and ensure timely communication to the client.
• Coordinate with internal business partners across multiple offices internationally.
• Ensuring all tasks are completed within the team in a timely manner to assist with internal KPIs.

Skills

Analytical skills

Organizational skills

Communication skills

FATCA/CRS knowledge

Transfer Agency experience

Education

Bachelor's degree

2.2 honours degree

Tools

Microsoft Office

Job description

LGT Fund Managers (Ireland) Ltd. seeks a diligent Shareholder Services professional to onboard clients for private equity funds, handling initial system setup and ongoing checks.

You will manage a diverse client base, including institutional clients and high net worth individuals, with strong deadlines and attention to detail. The role includes induction and AML/KYC training, progression opportunities, and frequent collaboration with global offices.