What You Need to Know:

We are seeking a Transfer Agency Investor Services Manager to join our global financial services client based in Limerick.

This role involves overseeing a service centre team and ensuring compliance with regulatory and management company service levels. 

This is a 6-month contract position with some possibility of extension or opportunity. This company offers a hybrid working model with 3 days on site.

What You Will Be Doing:

• Overseeing daily activities and management of the investor service centre, ensuring quality and adherence to service level agreements (SLAs) for investor servicing activities.
• Monitoring quality measures to identify training and coaching needs, implementing performance management actions as necessary.
• Leading training, and development of a high-performing team, including regular team meetings, performance reviews, and one-on-one discussions.
• Representing the Investor Services team in cross-functional forums, both internally and externally.
• Demonstrating strong client servicing skills, including the ability to produce reports and lead Client Due Diligence meetings.
• Fostering a positive and collaborative team culture, promoting a growth mindset and providing opportunities for development.
• Monitoring investor feedback and key performance indicators (KPIs) to identify trends and drive process improvement.
• Ensuring compliance with all internal processes and procedures, escalating and managing risks as needed.
• Building and maintaining strong working relationships with internal operational teams to enhance service delivery.
• Playing a key role in executing strategic priorities and supporting the ongoing development and performance of the centre of excellence team.

• Demonstrated leadership experience in a transfer agency, call centre or financial services environment.
• Strong understanding of financial services and regulatory requirements. Knowledge of UK regulations is not essential, but is advantageous. 
• Proven success in performance management and delivering results.
• Experience managing client relationships and leading non-reporting cross-functional teams to deliver projects and programmes.
• Ability to manage multiple priorities and adapt to changing business needs.
• Capable of working on own initiative and manage time effectively to meet deadlines.
• Good IT skills and ability to learn systems used within the business required.

Please apply with your CV or email directly to Rena@matrixrecruitment.ie

By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and consent.

Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position. In the interest of protecting your data and informing you of your rights we will notify you should we retain your information by issuing an acknowledgement email and a request for consent where not already expressly given.