Transfer Agency Associate - Investor Services & Onboarding

LGT Capital Partners; Dublin; On-site; EUR 32,000 - 42,000; Full time

Job summary

LGT Fund Managers (Ireland) Limited is seeking a Transfer Agency Associate to join our Shareholder Services team in Dublin. You will support onboarding of new investors, handle documentation checks, and contribute to regulatory due diligence and client service excellence.

The role requires an undergraduate degree (2.2 Honours), experience in Transfer Agency or Investor Services, and strong attention to detail.

Qualifications

• Note: eligibility to work in Ireland is required.
• Undergraduate degree with minimum 2.2 honours or equivalent.
• Previous experience in Transfer Agency or Investor Services within funds.
• Relevant professional qualifications or further education are advantageous.
• Self-motivated with proactive approach.
• AML knowledge is desirable.
• Strong analytical, problem-solving and organisational skills.
• Excellent written and verbal communication with high accuracy.
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint).

Responsibilities

• Serve as a primary point of contact for investors, building and maintaining strong client relationships.
• Support onboarding of new investors, ensuring documentation is completed accurately and in line with regulatory requirements.
• Review FATCA and CRS documentation and perform related due diligence checks.
• Conduct quality control reviews to ensure investor records are accurate and complete.
• Ensure adherence to internal policies, procedures, and regulatory obligations daily.
• Build and maintain effective relationships with investors, General Partners, and stakeholders.
• Identify, manage and resolve client service issues with timely communication.
• Collaborate with colleagues across multiple international offices.
• Support achievement of team objectives and KPIs by completing tasks on time.
• Contribute to process improvements to enhance operational efficiency and client experience.

Skills

Attention to detail

Communication

Analytical thinking

Microsoft Office

Education

Undergraduate degree (2.2 Honours)

Tools

Microsoft Office

Job description

LGT Fund Managers (Ireland) Limited is seeking a Transfer Agency Associate to join our Shareholder Services team in Dublin. You will support onboarding of new investors, handle documentation checks, and contribute to regulatory due diligence and client service excellence.

The role requires an undergraduate degree (2.2 Honours), experience in Transfer Agency or Investor Services, and strong attention to detail.