Transfer Agency Lead - Client Relations & Operations

State Street Corporation; Dublin; Hybrid; EUR 70,000 - 100,000; Full time

Job summary

State Street Corporation is seeking a TA team lead in Ireland to oversee the Transfer Agency client service team and manage key client relationships. You will ensure reporting accuracy, lead daily activities, and drive process improvements while balancing hybrid work arrangements.

The role requires 4–6 years in Transfer Agency with financial services experience and a strong AML/regulatory background. Collaboration with IT on system enhancements and ongoing staff development are central to the

Qualifications

• Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience.
• Broad and in-depth understanding of the Transfer Agency offerings within Private Equity / Hedge fund service line; 4-6 years.
• Fund Administration experience within the Transfer Agency area, with 2 years people management experience.
• Proficient in Microsoft Excel and other Office applications.
• Experience working to tight deadlines and ability to multi-task under pressure.
• Experience in Client Relationship Management is essential for this role.
• Good working knowledge of AML and regulations impacting the industry.

Responsibilities

• Final sign-off on internal, client and investor reporting to ensure all fund activity is recorded accurately and in line with policies.
• Oversee the Transfer Agency team, plan workload, manage resources including recruitment.
• Build and maintain client relationships through regular meetings and forums; ensure effective communication and client satisfaction.
• Act as escalation point for clients.
• Develop and implement improvements to processes, procedures and policy changes.
• Collaborate with internal development on system enhancements to improve efficiency.

Skills

Client relationships

AML regulations

Excel

Education

Finance or Business degree (minimum 2.2)

Fund Administration experience in Transfer Agency

People management experience (2 years)

Tools

Microsoft Office Suite

Job description

State Street Corporation is seeking a TA team lead in Ireland to oversee the Transfer Agency client service team and manage key client relationships. You will ensure reporting accuracy, lead daily activities, and drive process improvements while balancing hybrid work arrangements.

The role requires 4–6 years in Transfer Agency with financial services experience and a strong AML/regulatory background. Collaboration with IT on system enhancements and ongoing staff development are central to the