Client Services Manager

Posted 1 hour 13 minutes ago by Morgan McKinley

Permanent
Full Time
Call Centre / Customer Service Jobs
Dublin, Dublin, Ireland
Job Description
Business Implementation Manager (Client Onboarding)

Location: Dublin (Hybrid)

Role Overview

We are seeking an experienced Business Implementation Manager to join a leading global financial services organisation. This position is responsible for managing the end-to-end onboarding and implementation of new clients, with a particular focus on migration planning, execution, testing, and successful transition into business-as-usual operations.

Working closely with internal stakeholders and external clients, you will play a key role in delivering complex onboarding projects while ensuring a high standard of client service, operational control, and project delivery throughout the implementation lifecycle.

This is an excellent opportunity to join a dynamic fund services environment with exposure across the full investment operations lifecycle.

Key Responsibilities
  • Act as the primary relationship manager between sales, business development, operations, and external clients throughout the onboarding process.
  • Lead end-to-end client implementation projects, taking ownership of migration planning and execution.
  • Coordinate complex client migrations, ensuring delivery against agreed timelines and implementation plans.
  • Manage and oversee testing activities, including:
  • Dry runs
  • Parallel runs
  • Data validation and reconciliations
  • Develop and maintain detailed migration runbooks and implementation documentation.
  • Ensure all onboarding activities are completed accurately and in line with governance, risk, and quality standards.
  • Support the successful transition of newly onboarded clients into operational teams.
  • Build and maintain strong relationships with clients throughout implementation.
  • Monitor onboarding performance metrics and ensure service delivery expectations are achieved.
  • Identify opportunities to improve onboarding processes, client experience, and operational efficiency.
  • Act as an escalation point for implementation and migration-related issues.
  • Support continuous improvement initiatives and strategic change projects across the business.
  • Participate in additional business projects as required.
Experience Required
  • 8-10+ years' experience within fund services, asset servicing, or fund administration.
  • Minimum 5 years' experience operating at Manager level.
  • Strong experience delivering client onboarding, implementation, or migration projects.
  • Proven experience managing full migration lifecycles, from planning through post-implementation stabilisation.
  • Hands-on experience managing testing programmes, including dry runs, parallel runs, and reconciliations.
  • Strong operational knowledge across fund services, ideally including:
  • Transfer Agency / Investor Services
  • Custody
  • Experience acting as a senior client-facing contact during implementations or operational change programmes.
  • Previous experience within a global fund administration, custody, or asset servicing environment.
  • Knowledge of fund administration platforms such as Geneva, MultiFonds, NTAS, or similar systems is advantageous.
  • Strong understanding of the end-to-end fund servicing model, including interactions between Fund Accounting, Transfer Agency, Custody, and Depositary functions.
  • Good understanding of operational data flows between administrators, custodians, and third-party providers.
Skills & Qualifications
  • Third-level qualification or relevant professional certification.
  • Strong project management and implementation delivery experience.
  • Excellent stakeholder management and client communication skills.
  • High attention to detail with a focus on governance, risk, and quality.
  • Proactive, solutions-focused approach with the ability to take ownership of complex initiatives.
  • Comfortable working in a fast-paced, evolving environment.
What's on Offer
  • Opportunity to join a leading international financial services organisation.
  • Exposure to complex client onboarding and migration programmes.
  • Collaborative and dynamic working environment.
  • Hybrid working model based in Dublin.
  • Excellent opportunity to develop expertise across the full fund services lifecycle.