Sr Consult, Client ServicesGFS (Dublin/Limerick) - Transfer Agency
Core
Senior Consultant acting as the primary operational point of contact for Transfer Agency services, ensuring day-to-day delivery, SLA compliance, and high-quality client experiences for a portfolio of clients.
Role type
Senior IC Client Service Manager (Transfer Agency)
Builds
Daily/weekly/monthly TA deliverables, control checklists, monthly reporting packs, and new TA products.
Domain
Financial Services / Wealth Management / Transfer Agency
Required skills
Transfer Agency operations, client relationship management, SLA management, incident reporting, regulatory compliance, project management, trend analysis, process improvement, stakeholder liaison, technical expertise for new product development.
Preferred skills
Fund accounting, fund administration, banking experience, people management, change management, regulatory knowledge (CBoI, FED).
Technologies
Workflow systems, reporting tools, client management systems.
Responsibilities
Oversee timely completion and publication of monthly reporting including KPI calculations; manage client issues and ensure appropriate resolution; liaise with clients regarding Service Level Agreements and documentation; consult on methods to meet client needs and resolve errors; coordinate interactions with clients or their representatives; deliver priority client discussions within agreed timetables; perform testing of client-specific reporting; manage projects for key clients; act as an escalation point to Operations and management; provide leadership and guidance to staff.
Seniority
Senior, hands-on IC with people management exposure