Senior Transfer Agent

Title: Senior Transfer Agent

Responsibilies of the role:

  • Responsible for shareholder servicing across multiple clients.
  • Responsible for the reporting and media distribution across multiple clients.
  • Ensure accuracy and quality in all aspects of the client and shareholder interface, via telephone, written correspondence and on line.
  • Preparation of KPI and SLA reporting to ensure client service levels are met.
  • Maintain close and positive working relationship with all teams within the IS Department to ensure cohesive service delivery.
  • As required, maintain positive working relationship with key operational groups, A&V, Custody, IS Product and Operations teams.
  • Attend, where necessary, client service calls / meetings.
  • Ensure strong day to day Client management, ongoing cross training and development of team members to ensure adequate primary and secondary cover exists for assigned Clients.
  • Continuous reinforcement of quality service, whilst ensuring that service delivery is controlled, scalable and efficient.
  • In association with the Supervisor/Assistant Manager, maintain a process of continual review to enhance controls and processes, advance automation, reduce cost and increase efficiency.

Experience Required:

  • Previous experience in Investor/Shareholder Services/Transfer Agency is essential.
  • Third level qualification in Business/Finance is essential.
  • Product knowledge of alternative and traditional Funds is an advantage.
  • Demonstration of strong industry knowledge is essential.
  • Strong inter-personal skills together with communication and team work.
  • Service oriented and customer focused.
  • Ability to ensure deadlines, controls and procedures are adhered to.
  • Ability to analyse issues, and organise and proactively contribute to the team

For more information contact Patrick on 01 474 4511

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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager
  • barbara@edenrecruitment.ie