Transfer Agency Associate - Investor Onboarding & KYC

LGT Capital Partners Ltd.; Dublin; On-site; EUR 45,000 - 65,000; Full time

Job summary

LGT Capital Partners Ireland Ltd. is expanding its Shareholder Services team to strengthen investor onboarding for private equity funds with substantial AUM.

You will manage onboarding processes, perform quality checks, review FATCA/CRS documentation, and communicate with clients and internal stakeholders to ensure timely, compliant service delivery. The role emphasizes relationship management, cross-office coordination, and adherence to AML/KYC training, with opportunities for progression in a

Qualifications

• Completed bachelor’s degree required.
• Minimum 2.2 honours degree.
• AML experience an advantage.
• FATCA/CRS documentation experience preferred.
• Strong analytical and organizational skills.
• Excellent written and verbal communication.

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.
• Coordinate with internal business partners across multiple offices internationally.

Skills

Relationship management

Attention to detail

Communication skills

Time management

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Office

CRM systems

Job description

LGT Capital Partners Ireland Ltd. is expanding its Shareholder Services team to strengthen investor onboarding for private equity funds with substantial AUM.

You will manage onboarding processes, perform quality checks, review FATCA/CRS documentation, and communicate with clients and internal stakeholders to ensure timely, compliant service delivery. The role emphasizes relationship management, cross-office coordination, and adherence to AML/KYC training, with opportunities for progression in a