Transfer Agency Manager, Client Services & Ops

State Street; Dublin; Hybrid; EUR 90,000 - 130,000; Full time

Job summary

State Street seeks an AIS Transfer Agency Manager, Officer to oversee the client service team and manage client relationships. The role includes final sign-off on reporting, daily reconciliations, and driving improvements across processes and policies.

You will lead a TA team in a hybrid Dublin setting, coordinating with internal teams to enhance efficiency and compliance with AML regulations. Strong client management experience is essential for success.

Qualifications

• Degree in Finance and/or Business area (minimum 2.2) or relevant experience.
• Broad understanding of Transfer Agency offerings in Private Equity / Hedge funds.
• 4-6 years Fund Administration experience in Transfer Agency with 2 years people management.
• Proficient in Microsoft Excel.
• Experience working to tight deadlines, multi-tasking, under pressure.
• Experience in Client Relationship Management is essential.
• Good working knowledge of AML regulations.

Responsibilities

• Final sign-off on internal, client and investor reporting ensuring accuracy.
• Oversee TA team, plan work, manage resources including recruitment.
• Build and maintain client relationships through regular meetings.
• Act as a point of contact for client escalation.
• Develop and implement process, policy changes into the department.
• Work with internal development on system enhancements to improve efficiency.

Skills

Client relationship management

AML knowledge

Multi-tasking under pressure

People management

Education

Degree in Finance or Business

2.2 minimum class (IE/UK)

Tools

Excel

Job description

State Street seeks an AIS Transfer Agency Manager, Officer to oversee the client service team and manage client relationships. The role includes final sign-off on reporting, daily reconciliations, and driving improvements across processes and policies.

You will lead a TA team in a hybrid Dublin setting, coordinating with internal teams to enhance efficiency and compliance with AML regulations. Strong client management experience is essential for success.