Client Service Manager – Transfer Agency

Client Service Manager – Transfer Agency

Kepler Search is currently supporting an established financial services organisation that is looking to hire a Transfer Agency Client Service Manager to manage client relationships and support the successful delivery of a technology rollout programme. You will play a key role in supporting clients and delivering technology-led change.

Key Responsibilities:

• Act as the main point of contact between clients, Transfer Agency teams and external partners, managing an assigned portfolio and ensuring high-quality service delivery.
• Own and resolve client and partner requests accurately and within agreed SLAs, ensuring timely and professional communication.
• Lead and coordinate technology rollouts and system implementations, working with clients, Technology, Operations and external partners from requirements through testing, implementation and go-live.
• Coordinate UAT, testing and post-go-live support, ensuring successful adoption and resolution of any implementation issues.
• Coordinate the review and maintenance of SLAs, Trailer Fee Agreements, Operating Memoranda and prospectus amendments.
• Prepare KPI reports, Service Review Packs and Board Packs, representing Client Service Management at client meetings.
• Coordinate client due diligence, audits and onsite visits, ensuring documentation and remedial actions are completed within agreed timelines.
• Maintain Client and Reporting Matrices and ensure Client Servicing procedures remain accurate and up to date.
• Identify opportunities to improve client service, processes and operational efficiency.

Skills & Experience Required:

• Minimum 5 years' experience in Client Service/Relationship Management.
• Proven experience managing client relationships and stakeholders.
• Experience delivering technology implementation, system rollout or migration projects.
• Strong understanding of Transfer Agency and the financial services industry.
• Ability to work effectively with clients, Technology, Operations and external partners.
• English fluent speaking essential.