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Senior Transfer Agent -Shared Services

Ref: 78255

  • 40,000-50,000
  • 10 Nov 2022
  • Dublin (Central)
  • Permanent

Senior Transfer Agent 

About the Company

My client, a multinational financial services company and one of the largest banks in the world by market capitalization. The bank serves over 16 million clients and has 86,000+ employees worldwide.

About the Position

Our client seek a Senior Transfer Agent for their Investment Contact Centre, Shared Services Department. This will be a hybrid role, primarily located in the Dublin Office when onsite. The interview process is fast and transparent , the client renowned for their excellent on-boarding and training with a lovely culture, making these roles and the company itself, quite sought after in the financial world.


Key Responsibilities
  • The successful candidate will be responsible for delivering a high quality service to companies Dublin Shareholder Services clients.
  • The Senior Transfer Agent will have a variety of tasks within in the team and also pay a key role in servicing Strategic Clients, as well as their Distributors and Investors.
  • Provide high quality client service by responding promptly and accurately to all enquiries received by the team in accordance with their agreed Service Level Standards and/or as assigned by the Supervisor or Manager
  • Provide support and oversight to their remote processing hubs, this will entail: email communication to investors when seeking additional information on transactions on their behalf
  • Initial review and processing of investor transactions (capital calls, distributions) for their Private Equity client
  • Oversight of the companies remote processing hubs, this will entail: daily oversight to ensure cash and reconciliation task are being executed in a flawless manner
  • Advise supervisor and manager of all issues, ensuring closure of same and suggest resolution where possible
  • Act as Client Representative within Shareholder Services as requested and work with the Supervisor to ensure the disbursement and completion of queries in a timely and accurate manner
  • Review, for accuracy and completeness of all clients reporting (FSP, Admin Reporting)


  • Some experience in a Shareholder Services/Transfer Agency or similar funds environment, with customer servicing experience
  • Some experience in liaising with Investors, Distributors and Clients on SHS matters would be advantageous.
  • Good knowledge of the Funds Industry.
  • Excellent spoken and written English
  • Experience in call centre environment of a Transfer Agency or financial services industry in an operations environment will be an asset
  • A knowledge of AML will also be an asset for this role

Excellent Remuneration Package:

  • Salary up to €50,000
  • Hybrid role
  • Healthcare for individual
  • Educational allowance
  • Yearly bonus
  • Travel card- after 6 months probation


To have a confidential discussion regarding this role or other financial services roles please contact Kristin Keogh on +353 1 592 7853 or email me

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