Transfer Agency Client Services Manager

Matrix Recruitment Group; Leinster; Hybrid; EUR 60,000 - 90,000; Full time

Job summary

Matrix Recruitment Group in Limerick is seeking a Client Services Manager to lead Transfer Agency services for a portfolio of clients. The role demands strong client focus, relationship-building, and coordination with internal teams to meet SLAs.

The position is hybrid-based, contract through December 2026 with potential extension, and requires experience in Transfer Agency or fund administration, plus solid regulatory knowledge and IT skills.

Qualifications

• Degree in a relevant field and experience in a client-focused role.
• Experience in Transfer Agency or strong fund administration/accounting.
• Knowledge of Ireland's regulatory landscape and funds industry.
• Strong interpersonal and relationship-building skills for high-profile clients.
• Excellent organisational and IT skills including Excel and financial systems.

Responsibilities

• Oversee the delivery of TA services to a portfolio of clients, ensuring SLAs are met and issues resolved promptly.
• Act as the main point of contact for clients, building and maintaining relationships with key stakeholders.
• Coordinate with internal teams to manage service delivery and escalate where required.
• Develop and implement SLAs with clients and support client due diligence visits/audits.
• Prepare monthly reporting packs, review fund documents and regulatory impacts, and analyze trends.

Skills

Client relations

Transfer Agency

Interpersonal skills

Time management

Financial systems

Excel

Stakeholder management

Regulatory knowledge

Education

Degree in a relevant field

Tools

Workflow tools

Job description

What you need to know

Matrix Recruitment is currently recruiting for a Client Services Manager to join a global leader in the financial services sector.

This position will be based in Limerick and offers a hybrid working model. This is a contract position up until the end of December 2026, with a good likelihood of extension.

In this role, you will manage a portfolio of clients, ensuring a seamless delivery of Transfer Agency services. You will act as the primary point of contact for your clients, managing daily operations and maintaining service excellence.

Key Responsibilities:

• Oversee the delivery of TA services to a portfolio of clients, ensuring all service levels are met and operational issues are resolved promptly.


• Act as the main point of contact for clients, building and maintaining strong relationships with key stakeholders.


• Coordinate with internal teams to manage service delivery, ensuring timely escalation of issues where required.


• Develop and implement Service Level Agreements (SLAs) with clients, and provide support for client due diligence visits and other external audits.


• Prepare monthly reporting packs, review fund documentation and regulatory impacts, and conduct trend analysis to identify recurring issues and process improvements.

Requirements:

• A degree in a relevant field and experience in a client-focused role preferred.


• Prior experience in Transfer Agency. May consider strong fund administration or fund accounting experience.


• Knowledge of the regulatory landscape in Ireland and the broader funds industry.


• Strong interpersonal and relationship-building skills, with a proven track record of managing high-profile clients.


• Excellent organisational and time-management skills, with strong IT skills including Excel, financial systems and workflow tools.

Disclaimer

By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and permission. Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position.