Senior Associate – Transfer Agency Service Delivery
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Associate, Shareholder Services to join our Transfer Agency team. This role is located in Dublin, Ireland.
BNY Transfer Agency provides fund administration services to a multitude of clients including Money Markets, Mutual Funds and ETFs. The Client Operations team provide both client service and oversight duties for and on behalf of our clients, including management of client queries, client escalations, supporting the offshore processing teams on complex queries and management of risk throughout the transfer agency process as identified in our reconciliation process. The successful candidate will in a client facing role.
In this role, you’ll make an impact in the following ways:
- Identify and manage risks as identified in the reconciliation process on behalf of our clients
- Respond to all client queries within the required client SLA.
- Manage risks through engagement with internal teams within Transfer Agency to resolve queries.
- Engagement with the Fund Accountant, Custodian and other service providers to the fund.
- Primary escalation point on client/internal escalations and projects and error resolution.
- Manage fund launches and represent the department during the on-boarding of new Clients.
- Manage/mitigate risk within Transfer Agency team such as operational and regulatory risks.
- Organise your team to ensure sufficient cross training is in place and adequate cover in order to meet client expectations.
- Assist in the completion of staff appraisal and year-end performance reviews.
- Managing SLA’s within Transfer Agency and escalating any potential late deliverables to the management team and / or client.
- Responsible for the quality and completion of own work.
To be successful in this role, we’re seeking the following:
- Third level qualification is preferred or the equivalent combination of education and experience
- 5+ years of work experience in Transfer Agency is required
- Broad Transfer Agency knowledge in dealing, contact center, cash settlements, reconciliations and client service is required. Wider experience within Fund Services is desired
- Must be capable of working as part of a team and also on own initiative
- Career progression for high achieving candidates
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- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
