State Street

Transfer Agency Senior Associate

State Street
Drogheda, Ireland; Dublin 2, Ireland/Hybrid
Not disclosed
08 May 2024
21 May 2024
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

The role holder will be responsible for the daily supervision of the Transfer Agency Juniors providing an efficient and responsive service to all clients/investors, whilst ensuring full compliance with internal controls and procedures. They will act as a point of escalation for juniors on technical and client queries.

Job Description

Principal Accountabilities

  • Day-to-day supervision of the Transfer Agency daily, weekly, and monthly deliverables
  • Responsible for monitoring and tracking team activity against all shared mailboxes and assisting the team with queries.
  • Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks.
  • Actively manage day to day relationship with the clients, escalating issues to their Manager when required.
  • Closely liaising with the AML team reviewing and monitoring anti-money laundering documentation in line with policies and procedures.
  • Day to day performance management of the team, one-to-one meetings, and annual performance cycle ensuring development and review of staff against goals.
  • Act as a point of escalation for the team for technical and client queries providing an efficient and swift service to Investors.
  • Foster and act as a role model to build risk awareness within the team.
  • Proactively seek greater productivities in the team through process improvements & automation where applicable.
  • Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training.

Context of the role

  • The Senior Associate will take on a review function – trade, cash, EOD, reporting checklists, and online e-checklists.
  • The Senior Associate has full accountability for the reviews it completes on work done by the A1’s & A2’s.


  • Subordinates – Engage in one-to-one meetings with direct reports, coaching team members, point of escalation
  • Superiors – provide direct support for managers and regular status updates to managers.
  • External – Build client and investor relationship ensuring client deliverables are met.


Knowledge and Experience

  • Third level qualification and/or 2 years level experience in financial services industry
  • Client Service experience preferred
  • Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.

For further information, and to apply, please visit our website via the “Apply” button below.

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