Transfer Agency Senior: Client Service & Process Leader

State Street; Dublin; On-site; EUR 45,000 - 65,000; Full time

Job summary

State Street in Dublin is seeking a Senior Associate to oversee day-to-day Transfer Agency deliverables, guiding the team to meet client expectations and regulatory requirements.

You will manage client relationships, coordinate with the AML team, and drive process improvements while delivering training and coaching to staff, fostering risk awareness and operational excellence in a collaborative financial services environment.

Qualifications

• Third level qualification and/or 2 years level experience in financial services industry.
• Client Service experience preferred.

Responsibilities

• Day to day supervision of the Transfer Agency daily, weekly and monthly deliverables
• Responsible for monitoring and tracking team activity against all shared mailboxes and assisting the team with queries.
• Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks.
• Actively manage day to day relationship with the clients, escalating issues to their Manager when required.
• Closely liaising with the AML team reviewing and monitoring anti money laundering documentation in line with policies and procedures.
• Day to day performance management of the team, one to one meetings and annual performance cycle ensuring development and review of staff against goals.
• Act as a point of escalation for the team for technical and client queries providing an efficient and swift service to Investors.
• Foster and act as a role model to build risk awareness within the team.
• Proactively seek greater productivities in the team through process improvements & automation where applicable.
• Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training.

Skills

Client service

Education

Third level qualification

Job description

State Street in Dublin is seeking a Senior Associate to oversee day-to-day Transfer Agency deliverables, guiding the team to meet client expectations and regulatory requirements.

You will manage client relationships, coordinate with the AML team, and drive process improvements while delivering training and coaching to staff, fostering risk awareness and operational excellence in a collaborative financial services environment.