Transfer Agency Senior Manager - Hybrid & Client Relations

State Street

Dublin

Hybrid

EUR 75,000 - 110,000

Full time

42 hours ago
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Job summary

State Street is seeking an experienced professional to oversee the Transfer Agency client service team and manage client relationships in a hybrid work model. You will ensure adherence to policies and drive improvements for efficiency and productivity within the department.

The role emphasizes sign-off authority on reporting, daily reconciliations, and strategic staffing. Strong AML knowledge and prior fund administration experience are essential for success in this senior capacity.

Qualifications

  • Degree in Finance and/or Business-related area (minimum 2.2) or relevant working experience.
  • Broad understanding of Transfer Agency offerings within Private Equity / Hedge fund service line.
  • 4–6 years Fund Administration experience within Transfer Agency, plus 2 years people management.
  • Proficient in Microsoft Office applications, in particular Excel.
  • Experience in working to tight deadlines and multi-tasking, staying calm under pressure.
  • Experience in Client Relationship Management is essential.

Responsibilities

  • Final sign-off on internal, client and investor reporting to ensure fund activity is recorded accurately per policies.
  • Oversight of the Transfer Agency team, planning work, managing resources including recruitment.
  • Build and maintain client relationships through regular meetings and forums; ensure client satisfaction.
  • Act as a point of contact for client escalation.
  • Develop and implement improvements to processes, procedures and policies in the department.
  • Collaborate with internal development on system enhancements to improve efficiency and productivity.

Skills

Client Relationship Management
Staff Leadership
Time Management
AML Compliance
Recruitment

Education

Degree in Finance or Business

Tools

Excel

Job description

State Street is seeking an experienced professional to oversee the Transfer Agency client service team and manage client relationships in a hybrid work model. You will ensure adherence to policies and drive improvements for efficiency and productivity within the department.

The role emphasizes sign-off authority on reporting, daily reconciliations, and strategic staffing. Strong AML knowledge and prior fund administration experience are essential for success in this senior capacity.

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