Transfer Agency Consultant – Client Services - Limerick

Atrium (EMEA); Limerick; On-site; EUR 62,000 - 79,000; Full time

Job summary

Atrium (EMEA) in Limerick seeks a Transfer Agency onboarding specialist to manage implementation of new clients, fund launches, and mergers, ensuring readiness across departments before go-live.

You will coordinate with clients and internal teams, translate prospectus data into systems, and drive timely set-ups while maintaining accuracy and strong stakeholder relationships.

Qualifications

• Experience in Financial services and transfer agency operations.
• Proven track record in client services or project delivery.
• Ability to work independently within a team.
• Strong accuracy and attention to detail.
• Excellent spoken and written communication.
• Proactive, goal-oriented with meeting deadlines.

Responsibilities

• Coordinate onboarding of new clients for Transfer Agency.
• Launch new funds and complete mergers on schedule.
• Review prospectuses and forms for accuracy and translate to systems.
• Engage with clients and internal teams ahead of go-live.
• Maintain relationships with stakeholders across the business.
• Identify process improvements and document new procedures.

Skills

Client management

Project management

Attention to detail

Time management

Communication skills

Initiative and proactivity

Job description

LOCATION: LIMERICK (3 days onsite)

RATES: €45/hour PAYE or €57/hour LTD/Umbrella

DURATION: Initially until the end of the year

Please note knowledge and experience within the transfer agency business specifically with Transfer Agency operational experience is critical to this role.

THE DEPARTMENT

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including new business, dealing, registration, finance and investor services.

THE ROLE

Reporting to the Manager of the Transfer Agency New Business Team, you will be responsible for the implementation of new clients, launching of new funds for existing clients and completion of fund mergers and transitions in a timely and accurate manner. Ensure that all Transfer Agency, and related departments, and locations are fully engaged and understand the workings of the funds/clients/classes prior to go live date.

PRINCIPAL RESPONSIBILITIES

• Work with clients to help them understand standard Transfer Agency Services and where deviations are required, work with the client and internal parties to address appropriately.
• Deliver new business to Transfer Agency in a controlled and efficient manner
• Manage multiple projects end-to-end, from gathering requirements through to sign off.
• Review documentation such as prospectus, supplements, application forms, Service Level Agreements and provide relevant and proactive feedback to clients.
• Ensure prospectus information and any agreed procedures are correctly translated into the operating systems, always checking with relevant Subject Matter Experts and managers whether a given task can or should be supported.
• Ensure timely completion of all required developments, enhancements and/or set ups
• Attend client meetings to provide input and assistance in ensuring completion of the Transfer Agency on-boarding process
• Act as Client’s first point of contact from Transfer Agency and ensure client requirements are understood by the operational teams prior to launch.
• Maintain a good understanding of the Transfer Agency systems and participate in knowledge shares around existing and new functionality.
• Maintain strong working relationships with key stakeholders in the business.
• Provide input to process improvements and efficiencies within the team.
• Identify, document and disseminate new procedures and controls.
• Able to serve as a key subject matter expert on the Transfer Agency product offering.

QUALIFICATIONS / SKILLS / EXPERIENCE

• Several years’ experience within Financial services is desirable
• Knowledge and experience within the transfer agency business specifically with Transfer Agency operational experience being a large contributor.
• Prior client services and /or project management experience
• Ability to work on own initiative within a team
• Accuracy and attention to detail
• Strong organizational and time management skills
• Excellent oral and written communication skills are required
• Experience reviewing Legal and Regulatory documents
• Initiative and enthusiasm to set and achieve goals.
• Ability to multi-task and meet deadlines
• Be proactive, with a focused attitude towards work and ability to consistently meet deadlines whilst ensuring a high focus on accuracy