18 Client Onboarding jobs in Ireland
Client Onboarding
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At Dimply, we help financial enterprises design and deliver personalised customer journeys in weeks, not months. Our no-code platform, the Dimply Hub, connects seamlessly to client systems. This enables digital teams to build onboarding, servicing, and engagement flows that are data-driven and adaptable.
About the roleWe are looking for a Client Onboarding & Solutions Manager to be the first point of contact for new customers. You will own the onboarding journey from start to finish, build strong relationships from day one, and ensure every customer sees measurable value quickly. This is a hands-on role that combines client engagement, light technical solutioning, and financial services industry knowledge.
What you'll do- Manage onboarding for new customers from sign-up through to their first successful launch
- Build trust through clear communication, tailored guidance, and an understanding of customer goals
- Run discovery sessions to map business needs to Dimply capabilities
- Engage with customers in banking, wealth, insurance, pension and mortgage sectors using language that resonates directly with them
- Collaborate with engineers to manage light integrations, data flows, and configuration
- Act as a Dimply advocate by sharing best practices and introducing new capabilities
- Build Dimply client knowledge base, both from a marketing and usage (videos, articles etc)
- Share customer feedback with product and engineering
- Nurture and build a Dimply community
- Be comfortable and confident using AI tools daily to improve efficiency
- Experience in SaaS onboarding, customer success, or solutions management
- Comfortable working with or talking about APIs, integrations, and data-driven workflows
- Knowledge of financial services or other regulated industries
- Have a passion for good customer experience
- Excellent communication and relationship-building skills
- Strong organisational skills with the ability to manage multiple onboarding projects at the same time
We are at the start of a high-growth journey. We're in the process of launching our AI builder and it's an exciting time to be part of it. You will help define onboarding best practices, shape the experience for our new customers, and help turn early adopters into long-term advocates.
Client Onboarding
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About ACE Money Transfer:
ACE Money Transfer is a trusted leader in global remittance services, enabling secure, fast, and affordable money transfers to over 100 countries worldwide. With a strong focus on transparency, regulatory compliance, and customer satisfaction, ACE serves millions of customers who rely on its platform for safe cross-border payments every day.
Job Title:
Client Onboarding & Transaction Monitoring Associate
Department:
Operations
Reports To:
Manager Operations / Head of Operations
Location:
Dublin, Ireland
Company:
ACE Money Transfer –
Role Overview:
As a Client Onboarding & Transaction Monitoring Associate, you will play a vital role in safeguarding ACE's operational excellence. Your key responsibility will be to facilitate a smooth and compliant onboarding experience for new customers, while continuously monitoring financial transactions to detect and prevent any suspicious or irregular activities. You will evaluate customer information, verify documentation, analyse transaction patterns, and ensure all processes align with internal policies and regulatory standards.
This position serves as a critical checkpoint, balancing efficient customer onboarding with vigilant oversight of money transfer transactions across global corridors.
Key Duties & Responsibilities:
Client Onboarding:
- Assess and validate customer profiles and submitted documents through ACE's digital platforms
- Ensure KYC (Know Your Customer) requirements are fulfilled in accordance with country-specific regulations
- Conduct identity verification, identify incomplete or inconsistent profiles, and engage with customers to resolve issues
- Approve customer registrations that meet compliance criteria, and escalate high-risk or suspicious cases appropriately
- Provide support to customers via email or internal systems regarding onboarding queries
Transaction Monitoring:
- Continuously review transactions in real-time and after processing using ACE's monitoring tools
- Investigate flagged activities for unusual patterns such as structuring, high-value transfers, or rapid transactions
- Approve routine transactions within expected behaviour parameters; hold and escalate those requiring further investigation
- Follow up with customers to gather additional information or documentation when transactions are held for review
- Process transactions efficiently while maintaining vigilance against fraud and risk
Operational Coordination:
- Collaborate closely with operations and customer support teams to resolve issues related to onboarding or transaction holds
- Prepare regular reports and summaries highlighting onboarding efficiency and monitoring outcomes
- Communicate updates on process improvements, emerging trends, and system performance with relevant teams
- Accurately document all onboarding and monitoring activities within ACE's systems
Compliance & Regulatory Awareness:
- Maintain foundational knowledge of AML (Anti-Money Laundering) and KYC standards pertinent to the remittance industry
- Follow ACE's internal policies and procedures related to customer onboarding, verification, and transaction monitoring
- Keep abreast of regulatory developments and promptly report unusual transactions to senior management or the Compliance team
Education:
- Bachelor's degree in Business, Finance, Banking, or a related discipline, or equivalent relevant experience
Experience:
- 1–3 years in customer onboarding, transaction monitoring, or operations within financial services, fintech, or remittance sectors
- Experience with digital onboarding and remittance platforms is an advantage
Skills:
- Strong attention to detail with an ability to follow established procedures
- Analytical mindset with sound judgment in evaluating transactions and customer data
- Clear and effective communication skills for customer and team interactions
- Ability to manage multiple tasks efficiently in a fast-paced environment
- Comfortable using digital tools, monitoring software, and case management systems
Attributes:
- High integrity and discretion in handling sensitive financial information
- Customer-oriented approach with a proactive problem-solving attitude
- Team player who embraces continuous learning and adapts to regulatory or technological changes
- Dedication to maintaining ACE's reputation for trust, speed, and compliance
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Client Onboarding
Posted today
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Job Description
About Dimply
At Dimply, we help financial enterprises design and deliver personalised customer journeys in weeks, not months. Our no-code platform, the Dimply Hub, connects seamlessly to client systems. This enables digital teams to build onboarding, servicing, and engagement flows that are data-driven and adaptable.
About The Role
We are looking for a Client Onboarding & Solutions Manager to be the first point of contact for new customers. You will own the onboarding journey from start to finish, build strong relationships from day one, and ensure every customer sees measurable value quickly. This is a hands-on role that combines client engagement, light technical solutioning, and financial services industry knowledge.
What You'll Do
- Manage onboarding for new customers from sign-up through to their first successful launch
- Build trust through clear communication, tailored guidance, and an understanding of customer goals
- Run discovery sessions to map business needs to Dimply capabilities
- Engage with customers in banking, wealth, insurance, pension and mortgage sectors using language that resonates directly with them
- Collaborate with engineers to manage light integrations, data flows, and configuration
- Act as a Dimply advocate by sharing best practices and introducing new capabilities
- Build Dimply client knowledge base, both from a marketing and usage (videos, articles etc)
- Share customer feedback with product and engineering
- Nurture and build a Dimply community
- Be comfortable and confident using AI tools daily to improve efficiency
What You'll Bring
- Experience in SaaS onboarding, customer success, or solutions management
- Comfortable working with or talking about APIs, integrations, and data-driven workflows
- Knowledge of financial services or other regulated industries
- Have a passion for good customer experience
- Excellent communication and relationship-building skills
- Strong organisational skills with the ability to manage multiple onboarding projects at the same time
Why join Dimply?
We are at the start of a high-growth journey. We're in the process of launching our AI builder and it's an exciting time to be part of it. You will help define onboarding best practices, shape the experience for our new customers, and help turn early adopters into long-term advocates.
Client Onboarding Supervisor
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About Citco
JOB DESCRIPTION
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs.
For more information about Citco, please visit
Your Role
The role of an Aexeo Onboarding Supervisor involves supporting projects such as client integrations, portfolio and accounting data conversions, service delivery changes and sales support. The Supervisor will primarily be responsible for data file analysis, loading/reconciliation of data migrations and incoming/outgoing file implementation. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Supervisor role is part of a global conversion team and may be required to support multiple time zones during large projects.
Responsibilities
Sales Preparation:
- Book sample portfolios for pitches
- Provide information to Business Development on Vendors / Conversions / Interfaces
Project Management / Functional Task Owner
- Incoming File Testing
- New Clients
- Existing Clients New Business
- Existing Clients New Asset Classes
- Migrations to New OMS / PMS
- Instruct / Extract
- Standard - Stakeholder/Business Analyst/Testing
- Custom - Extract file Development - Stakeholder/Business Analyst/Testing
- Migrations to New Vendor
Functional Data Migrations
- Internal Data Conversions
- External Data Conversions
- Internal System Migrations
Technology / Functional Task Owner
- Responsible for System Set up and Coordination with Third Parties
- Control Client User setup / Permissions
- Responsible for Client Reporting Data Capture and Coordination with Third Parties
Client/Vendor Relationship Management
- Engage with clients and vendors on efficiency projects such as operational process reviews.
- Responsible for OMS / PMS relationship management
Administrative Reporting
- Track project progress, status, deadlines
- MIS reports
Finance
- Stakeholder for invoicing of communications and connectivity charges.
Qualifications
About You:
- Degree or professional qualification required.
- 3-4 years' experience in the financial services industry
- Proven interest in financial markets and hedge fund industry
- Working knowledge of Listed and OTC products
- Proficient in Microsoft Office applications
- Attention to detail
- A 'team player' who can work well within the function & deliver a quality service
- Excellent communication and writing skills
- Project Management Experience
- Business Analysis Experience
- Middle office experience - desirable
- Project Manager qualifications - desirable
Our Benefits
Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
INDCITClient Onboarding Specialist
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Client Onboarding Specialist - Dublin (Hybrid)
Our client is a fast-growing Dublin-based payments technology scale-up that's transforming how global merchants get paid. Their innovative platform enables secure, seamless card and bank payments, helping clients boost conversion rates, reduce operational costs, and minimise fraud and chargebacks.
We're seeking a
Client Onboarding Specialist
to join a high-performing Customer Success team. You'll act as the vital bridge between sales and day-to-day operations, ensuring new enterprise clients are onboarded efficiently, integrations run smoothly, and every implementation delivers an exceptional experience.
Key Responsibilities
- Lead and coordinate onboarding projects end-to-end, ensuring timelines, scope and quality standards are met.
- Configure and deliver tailored onboarding solutions while providing hands-on training and support to clients.
- Collaborate with technical teams to implement payment gateways, API integrations, and troubleshoot setup challenges.
- Act as the main client contact during onboarding, managing expectations and maintaining strong communication throughout.
- Maintain documentation and continuously refine onboarding processes for greater efficiency.
- Partner with Sales, Product and Customer Success to ensure a seamless handover and client alignment.
About You
- 3–5 years' experience in client onboarding, implementation, or project management, ideally in payments or SaaS.
- Strong understanding of payment gateway configuration and API integrations.
- Excellent communicator and relationship-builder, able to manage multiple projects at once.
- Highly organised, proactive and solutions-focused, with a strong attention to detail.
- Degree in Business, Technology or related field preferred.
What's on Offer
- Competitive salary and benefits package.
- Hybrid flexibility, with a central Dublin office.
- Collaborative, supportive environment in a rapidly scaling business.
If you're passionate about delivering an exceptional client experience and want to play a key role in scaling a global payments platform, we'd love to hear from you. Apply today to learn more or reach out to Skai via
We are proud to be an equal opportunity employer, fostering a diverse and inclusive workplace for all.
Client Onboarding Administrator
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Equifax is seeking a meticulous and client-focused Client Onboarding Administrator for a 12-month fixed-term contract. In this pivotal role, you will be the cornerstone of our client experience, ensuring a seamless and accurate journey from initial account setup to ongoing maintenance on core Equifax systems.
You will be part of a highly focused, collaborative team that is essential to our clients' success and satisfaction. If you are a detail-oriented professional with a passion for providing outstanding service, we want to hear from you.
What You'll Do
- Client Onboarding & Access Management: Manage the end-to-end process for new client accounts, granting access to essential Equifax data platforms such as ECOS and IDAMS.
- Account Maintenance: Accurately process client requests via Salesforce for account updates, including adding or removing users, updating product access, amending contact information, and creating additional branch accounts.
- Internal Collaboration: Liaise effectively with internal departments, including Sales, Compliance, and Technical Support, maintaining an engaged, professional, and pleasant manner at all times.
- Quality Assurance: Strictly adhere to all quality control procedures when processing requests, diligently identifying and highlighting any discrepancies or anomalies to ensure data integrity and compliance.
What Experience You Need
- Customer Centricity: A genuine commitment to putting the client first and delivering an exceptional service experience.
- Collaborative Team Player: The ability to work effectively and contribute positively within a close-knit team environment.
- Exceptional Attention to Detail: A proven track record of maintaining high levels of accuracy and precision in all work.
- Strong Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with both internal and external stakeholders.
- Critical Thinking: The ability to analyse requests, identify potential issues, and apply logical reasoning to find solutions.
What Could Set You Apart
- Previous professional experience in a Client Onboarding, Account Administration, or similar role.
- Hands-on experience using Salesforce (CRM).
- Proficiency in Google Suite (Gmail, Sheets, Docs).
Analyst, Client Onboarding
Posted today
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Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement, which translates to 3 days minimum per week in the office.
HarbourVest is seeking a Client Onboarding Analyst to assist with the fund closing processes by coordinating individual efforts across the firm. This person will work with many cross functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and marketing to bring all parties together to build an optimal and efficient process and overall client experience.
The ideal candidate is someone who has:
- Proven track record to prioritize multiple and often challenging priorities, strive to decisions, and deliver results consistently
- Excellent communication skills, both written and verbal
- Strong work ethic; genuine passion for excellence and constant improvement
- Excellent client service orientation
- Strong problem-solving and analytical skills
- Ability to work across multiple teams and different levels of seniority and willingness to work independently as well as part of a team
- Experience with the full Microsoft suite, and proficiency with Salesforce is a plus
- Private market knowledge (highly preferred)
What you will do:
- Support activities associated with closing clients into HarbourVest's various commingled fund strategies, working closely with investments, sales, marketing, compliance, legal / regulatory, tax, accounting, and custom solutions
- Work closely with the Client Onboarding team members to complete the processes according to planned timelines and manage priorities across different stakeholders
- Develop working relationships with internal and external partners to keep informed about all upcoming activity by clarifying current statuses, expectations, monitoring risks, and ensuring engagement as schedules change
- And other responsibilities as required
Education Preferred:
- Bachelor of Arts or Science (BS/BA) or equivalent experience
Experience:
- 2+ years' experience in financial services preferably in private equity
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Client Onboarding Officer
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Grow with us Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have been providing innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Luxembourg, Ireland and Germany. From here and from our offices in London, Cracow and Hamburg we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.
Your tasks and responsibilities:
- Responsible for managing planned onboardings / fund maintenance events and proactive communication with Onboarding Manager
- Responsible for steering and overseeing client onboarding projects for securities fund launches, transfers or fund maintenance events
- Proactive collaboration, single point of contact and escalation contact for clients, external partners and UI departments during a client onboarding
- Ensuring regular, transparent reporting and documentation on the status and progress of the supervised onboarding projects internally and externally
- Management of internal and external stakeholders to ensure a smooth, fast onboarding process and full attention to customer needs
- Coordinating and ensuring the legal and operational setup required for the respective client mandate in onboarding
- Coordinate the relevant set up of Depositary and Clearer Accounts
- Arrange the setup of any Collateral Management with relevant UID & UIP teams
- Close exchange with SRM and the SEC FI teams on critical points in day-to-day business
- Proactive communication and ensuring a detailed handover of onboardings to the relevant SRM units
Your skills and experience:
- University degree or an equivalent
- At least 3-5 years of experience in fund industry including onboarding activities
- Strong understanding of funds business and regulatory requirements
- A team player, motivated, reliable, resilient and service-oriented
- Excellent communication skills & personable (client facing role)
- Competent using MS Office
- Strong project management, organisation & time management skills
What we offer:
- A performance-related salary
- Pension plan
- Health insurance
- Life insurance
- Additional annual leave
- Travel allowance or tax saver ticket
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location
Financial Crime Operations Analyst- Client Onboarding
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About EML
EML Payments is a global leader in the fintech space. Our mission is to create awesome, instant, and secure payment solutions that connect our customers to their customers, anytime, anywhere, wherever money is in motion. Our Purpose is to inspire transformative digital change for our customers and communities.
As an issuer and processor, we provide our clients and partners with innovative alternatives to traditional banking solutions for reloadable and non-reloadable programs. We are agile, we are innovative. We take a partnership approach; we tailor solutions and place a strong focus on operational excellence.
Our place is one of collaboration, teamwork & innovation. But, above all, it's one that embraces difference. And rather than have you blend in, we want to help you unleash your full potential.
EML will consider any candidates for this position, assuming they have the appropriate work authorisation and will not require visa sponsorship.
The team you'll be joining
Every day, the Financial Crime Operations team tackles some of the most complex and evolving threats related to money laundering, fraud, terrorist financing and sanctions. We operate at speed and scale, monitoring transactions, investigating suspicious patterns and safeguarding our customers, EML and the global financial system.
This isn't your average operations team. We are global in scope with specialists in data analytics, investigations, fraud and anti-money laundering. We collaborate with law enforcement, distributors and internal business units to ensure every risk is assessed and our customers are protected.
Operating across multiple jurisdictions, the department works closely with Compliance, Technology, Customers and Commercial teams to own and manage financial crime risk in the first line of defence (1LOD).
The Role
Are you ready to play a critical role in the fight against financial crime? As a Financial Crime Operations Analyst specialising in the onboarding of corporate clients, you'll be safeguarding EML and its customers from fraud, money laundering and other illicit activity. You'll be working in a fast-paced environment where no two days are the same.
In this role you'll dig deep into businesses' structures and ownership to uncover potential money laundering risks. You'll investigate corporate entities, analyse patterns and ensure we mitigate any risk of money laundering to EML, it's customers and the wider financial ecosystem.
If you thrive on solving problems, have a keen eye for detail and are motivated by making a real impact then this is your chance to join a passionate team on a mission to stop financial crime in it's tracks.
What you'll do
- Conduct initial and ongoing Customer Due Diligence (CDD) on international corporate entities who have a business relationship with EML.
- Understand client ownership structures and ensure relevant ultimate beneficial owners are identified and verified when appropriate.
- Perform screening of clients and counterparties for sanctions, PEPs and negative news.
- Assess the overall money laundering risk of clients and ensure risk is mitigated when appropriate.
- Document CDD files concisely so colleagues, auditors and regulators can easily understand the client's nature of business and due diligence checks that have taken place.
- Speak to clients on the phone or face-to-face to ensure the CDD process is efficient for the client and EML.
- Clearly escalate high-risk accounts to the relevant Compliance team ensuring a recommendation on mitigation or next steps is provided.
- Assist the team lead with project work and other tasks when required.
What you'll bring
- Experience conducting CDD of global corporate clients.
- A technical understanding of corporate ownership structures and business types.
- Able to clearly document CDD files outlining the client's nature of business and the level of money laundering risk the client poses to EML including any mitigation taken when needed.
- Ability to think independently and suggest risk mitigation with the confidence to decline client applications when necessary.
- Experience using tools such as Dow Jones, Orbis, Max Sight and Member Check is advantageous.
- Excellent attention to detail, organisation skills and the ability to manage multiple priorities in a fast-paced environment.
- Owns process improvements and can execute enhancements to the current ways of working.
- An enthusiastic self-starter who is proactive, collaborative and open to change.
What you will be offered
If you love what you do, you should love where you do it. We appreciate that everyone's different and has their own preferences of where and how to work. We genuinely believe in the power of regular face-to-face interactions in building close connections with our teams, but we also strongly believe people can work effectively remotely. This means that combining both is the key to success.
- 25 days annual leave plus 2 days for volunteering, plus your birthday off - Plus an additional Take5 days should you use all of your 25 days
- Global business landscape that connects you with colleagues working throughout Australia, UK, North America and Europe with both short-term and long-term secondment options.
- Hybrid working - Be empowered to work smarter, in a way that suits your lifestyle
- Company Enhanced Family Leave Options*
- 12 weeks paid New Parent Leave*
- Paid Professional Memberships
- Pension Scheme*
- Short term bonus scheme*
- Company Private Medical Insurance Scheme – 50% covered by EML*
- Long term illness cover – 75% of your basic Annual Salary
- Life Assurance (Death in Service) Cover – 4x your basic Annual Salary
- Employee Assistance Programme – accessible 24/7
- BenefitsHub – get discount vouchers for your favourite retailers
(*some benefits are subject to qualifying criteria)
Company Culture and Values
Our place is one of collaboration, teamwork & innovation. But, above all, it's one that embraces difference. And rather than have you blend in, we want to help you unleash your full potential.
Company Structure
EML is an ASX listed company head quartered in Brisbane, Australia, with approximately 480 employees throughout Australia, Europe, the UK, and America.
EEO Statement
Integrated into our Core Values is EML's commitment to diversity and inclusion. EML is committed to being a globally inclusive company where all people are treated fairly, recognised for their individuality, promoted based on performance and encouraged to strive to reach their full potential.
We believe in understanding and respecting differences. This concept encompasses but is not limited to human differences with regard to race, ethnicity, religion, gender, culture, and physical ability. Every individual at EML has an ongoing responsibility to respect and support a globally diverse environment.
European Head of TA Client Onboarding Technical readiness and Data Migration
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Role Description:
We are seeking a highly skilled Vice President to lead the Transfer Agency (TA) Onboarding - Technical Readiness & Data Migration function. This individual will be responsible for ensuring that all systems and infrastructure required to run the TA business are fully set up, integrated, and operational prior to client onboarding. A key focus of the role will be overseeing end-to-end data migration, covering both structured and unstructured data, while driving seamless onboarding delivery across global teams.
The VP will act as a bridge between Technology, Operations, Business Analysts, and IT Delivery teams - ensuring technical readiness, robust data migration strategies, and successful execution of onboarding projects.
Key Responsibilities
- Technical Readiness
- Ensure all systems, applications, and tools required for TA operations are implemented, tested, and fully functional before client onboarding.
- Partner with Technology teams to validate system integrations, interfaces, and downstream dependencies.
- Define and manage technical cutover activities during onboarding transitions.
- Data Migration
- Lead strategy, planning, and execution of large-scale data migration projects (structured and unstructured data).
- Oversee data quality, mapping, validation, and reconciliation activities.
- Establish frameworks to identify and mitigate migration risks.
- Leadership & Delivery
- Lead cross-border technical teams and business analysts to deliver onboarding projects on time and to scope.
- Act as a key escalation point for technical and data migration challenges.
- Collaborate with Operations, Technology, Product, and external stakeholders to ensure alignment and smooth delivery.
- Project Management & Business Analysis
- Drive detailed project planning, milestone tracking, and reporting to senior stakeholders.
- Apply strong business analysis skills to translate business needs into technical requirements and solutions.
- Problem Solving & Risk Management
- Anticipate potential delivery risks and proactively implement mitigation strategies.
- Apply analytical thinking and structured problem-solving to resolve onboarding issues efficiently.
- Key Skills & Competencies
- Strong leadership experience in managing cross-border technical delivery teams and business analysts.
- Proven track record in data migration projects (structured & unstructured), preferably within financial services or transfer agency.
- Deep knowledge of Transfer Agency operations and systems is highly desirable.
- Exceptional project management and business analysis skills with ability to manage multiple complex projects simultaneously.
- Excellent stakeholder management skills, with the ability to engage at senior levels across technology, operations, and client-facing teams.
- Analytical mindset with strong problem-solving abilities and attention to detail.
- Excellent communication skills – able to articulate technical issues to non-technical stakeholders.
- Qualifications & Experience
- 12+ years of experience in financial services, with a strong focus on Transfer Agency, Fund Services, or related domains.
- Significant experience leading technical readiness and data migration initiatives.
- Demonstrated experience in program/project management, with professional certifications (PMP, PRINCE2, Agile/Scrum, or equivalent) preferred.
- Proven track record of managing global teams across multiple time zones.
- Bachelor's degree in Computer Science, Information Systems, Finance, or related field; advanced degree preferred.
- What We Offer
- Opportunity to shape and deliver mission-critical onboarding projects in a global TA business.
- Exposure to senior stakeholders and strategic transformation initiatives.
- A collaborative, international environment with strong career growth potential.
- Implement governance frameworks and reporting structures to monitor readiness and migration progress.
Additional information:
Regulatory
To comply with the regulatory regimes in which State Street operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.
Quality Focused
- All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities.
- To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance, including managing expectations and constructive feedback.
- To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
To communicate and promote the values which reinforce and support a consistent quality culture.
Must be willing to travel as part of the role - mostly between Ireland, Lux and UK.
Knowledge and Competency Requirements:
Essential:
- Expert knowledge of Data migrations
- Expert knowledge of TA system and or fund administration systems
- Expert knowledge of testing approach and test automation
- Excellent administrative, organisational and business support skills, with the ability to multi-task and to work calmly under pressure.
- Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
- Strong written & verbal communication skills
- Ability to work accurately to tight deadlines
- Proactive and able to work independently and as part of a team
- Demonstrated leadership skills including initiative, accountability, credibility, and consensus building.
- Ability to manage direct and indirect reports in a virtual team setting
- As well as high level of interpersonal skill to interact with senior business professionals.
- Ability to engage internal stakeholders across a number of different functional areas.
- Client Service orientation, with a proven ability to work with clients and internal groups to diagnose and develop solutions.
- Strong quantitative, analytical and problem solving/troubleshooting skills combined with the ability to draw meaningful conclusions from qualitative client feedback or large data sets.
- Demonstrated ability to innovate and develop new proposals/solutions.
- Positive impact – performs in a manner that makes a strong positive impression on others, e.g., high energy level, a problem-solving approach, approachable; and the ability to act with a sense of urgency when required. Experience within European Financial Services with a deep understanding of financial services organizations and dynamics; demonstrated ability to function within a fast paced, multi-stakeholder & matrix management environment,
- Articulate, authentic and credible; Flexibility of approach to respond to changing strategies and tactics,
- Strong communicator who understands the underlying and unstated needs, interests and motivations of stakeholders, who optimizes communication to achieve results and who considered the purpose of all communications in every interaction,
- Experience of managing large programs in a corporate matrix management environment using differing viewpoints to obtain insights and reach an optimal outcome; Thorough understanding of project/program management techniques and methods, but able to adapt and flex to suit to the needs to a business.
- Strengths in problem-solving, issue resolution, ability to work in a deadline-driven work environment, attention to detail, and ability to multitask
- Excellent English oral and written communication skills (fluency required).
- Extensive work experience in similar client facing role
- Demonstrated leadership skills including initiative, accountability, credibility, and consensus building.
- As well as high level of interpersonal skill to interact with senior business professionals.
Well-developed decision making, judgment and problem-solving skills.
Experience with data analysis and large data migration projects preferably in Fund Administration.
- Fund Administration information systems experience.
- Experience with analysis and project life cycle methodologies as well as an understanding of the implementation project life cycle is preferred.
- Knowledge of compliance, anti-money laundering and regulatory environment.
- Proactive in acquiring information to develop new skills to improve job performance; grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner.
- Understanding of investment concepts and the ability to communicate a working knowledge of investment strategies and products
Knowledge of the mutual fund processing and quality control; call centres and the administrative back-office.
Detail oriented with a demonstrated ability to enhance process improvement capabilities.
Desirable:
- Experience with data analysis and large data migration projects preferably in Fund Administration.
- Fund Administration information systems experience.
- Experience with analysis and project life cycle methodologies as well as an understanding of the implementation project life cycle is preferred.
- Knowledge of compliance, anti-money laundering and regulatory environment.
- Proactive in acquiring information to develop new skills to improve job performance; grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner.
- Understanding of investment concepts and the ability to communicate a working knowledge of investment strategies and products
- Knowledge of the mutual fund processing and quality control; call centres and the administrative back-office.
- Detail oriented with a demonstrated ability to enhance process improvement capabilities.