Our client is an industry-leading financial services company and they currently have an exciting opportunity for a Transfer Agency Senior Analyst to join their Registration Team in Limerick. This position is on an initial 11-month contract with the possibility of extension. The Transfer Agency department provides third-party administration services to numerous fund management companies covering the full range of shareholder services including dealing, registration, finance and investor services.
This is a hybrid role – 3 days in office, 2 from home.
Key Requirements:
- Perform daily processing tasks, including quality checks and assurance.
- Act as the escalation point for unresolved issues to the India Transfer Agency team.
- Day to day client reporting - prediction reports, cash reports, register reports etc.
- Manage and analyse workflow queues.
- Meet monthly KPIs.
- Maintain up to date procedures and checklists.
- Completion of data protection checks and ensuring all external communication is issued in line with TA policies.
- Maintain a close working relationship with other TA functional areas.
- Respond to client and investor queries in a timely manner.
- Comply with regulations and internal policies.
Requirements:
- Previous Transfer Agency/Client Servicing experience is highly desirable.
- Prior financial services experience.
- Previous client facing experience is preferable.
- Effective risk management.
- Strong attention to detail and time management skills.
For a confidential discussion and more information on the role, please contact Megan O’Doherty
megan.odoherty@collinsmcnicholas.ie
021-4911066