Job Details
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 Email Job |
| Job Title: |
Transfer Agency Relationship Manager |
| Location: |
Dublin |
| Position Type: |
Full Time |
| Ref: |
EH151154 |
| Remuneration: |
70000-80000 |
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| Description: |
Incredible new opportunity for a senior Transfer Agency Manager with a boutique client based in Dublin2.
Responsibilities
Daily management of key Transfer Agent client relationships and provide an escalation point for service issues, as well as producing various internal and client reports
• Ensure a high level of client satisfaction.
• Work with and assist the Transfer Agent Operations Management and TA Product to establish and document service standards and procedures for TA clients.
• Assist in the creation, maintenance and publication TA Operational Guides for all clients
• Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations.
• Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental.
• Discuss with the TA Management any client related issues requiring escalation
• Provide guidelines to Clients on TA policies and procedures
• Proactively manage TA client relations.
• Constantly monitor agreed Service Levels against TA KPI’s and highlight any potential degradation of the TA services
• Actively participate at regular and ad-hoc client service review meetings and calls
• Co-ordinate and ensure timely, accurate and complete set-up of new funds and share classes
• Co-ordinate activities across various locations for clients that operate under the Global TA Service Model
• Responsible for directing team members within the department with the objective to achieve overall high client satisfaction
• Supervising the Shareholder Services Team as key contact for client/investor or inter-departmental queries arising
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| Experience: |
• Minimum of 6 years Client Services experience in a Transfer Agency environment
• Minimum of 3 years Management experience in a Transfer Agency environment
• Experience in planning, initiating and following through to meet objectives
• Experience in building high performing teams
• Ability to coordinate across department to meet client needs
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Job Classification |
| Categories: |
Funds
Accountancy -> Financial Services
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Contact Details |
| Posting Company: |
Quest Recruitment |
| Contact Name: |
Evelyn Hanlon |
| Apply For This Job: |
Click Here |
| Company Profile: |
If you are interested in making this position yours, please contact Evelyn on 01 676 0505, click apply below
Voted Best in Practice Accountancy & Finance 2012, 2013 & 2015 Quest is a team of experienced and professional Financial Recruiters solely dedicated to recruiting for Accountancy and Financial Services Professionals.
Through its reputation, in-depth sector knowledge and impeccable standards of conduct and confidentiality, Quest has developed professional relationships with World Leaders in Financial Services and Accountancy throughout Ireland, Luxembourg, Bermuda and the Cayman Islands. Quest’s experienced Team offers a personalized service and listens closely to what you want - your career goals and motivations
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