Specialist, Shareholder Services

Atrium; Manchester; Hybrid; GBP 35,000 - 52,000; Full time

Job summary

Atrium, Manchester, United Kingdom, is seeking a Specialist, Shareholder Services in a hybrid role (4 days onsite) as a full-time position. You will join Wealth Services Operations to handle transaction tax processing, reconciliations, exception handling, and client service in a regulated asset servicing environment.

Ideal candidates have experience in Asset Servicing, Custody Operations, Settlements, or related financial services operations and a strong focus on accuracy, client service, and

Qualifications

• Experience in financial services operations and asset servicing.
• Ability to perform reconciliations, investigations and processing.
• Strong client service focus in a high-volume environment.

Responsibilities

• Support transaction tax processing across the trade lifecycle.
• Investigate SDRT and Stamp Duty exceptions and reclaim processes.
• Verify daily tax balances and perform reconciliations.
• Manage client queries by phone and email and ensure regulatory timeliness.
• Maintain controls and support risk/compliance requirements.

Skills

Asset Servicing

Custody Operations

Settlements

Securities Operations

Shareholder Services

Investment Operations

Financial Services Operations

Reconciliations

Transaction Processing

Client Service

Excel

Tools

CREST

Euroclear

Job description

Manchester, England, United Kingdom (Hybrid – 4 days onsite)

Full-time

About the Role

An exciting opportunity has arisen to join a leading global financial services organisation within its Wealth Services Operations division.

We are seeking a Specialist, Shareholder Services to join a high-performing operations team responsible for transaction tax processing, reconciliations, exception management, and client servicing activities across a highly regulated asset servicing environment.

This is an excellent opportunity for individuals with experience in Asset Servicing, Custody Operations, Settlements, Securities Operations, Shareholder Services, Investment Operations, or Financial Services Operations who are looking to further develop their career within a global financial institution.

The Opportunity

This role offers exposure to a broad range of operational activities, including:

• Supporting transaction tax processing activities across the trade lifecycle
• Investigating and resolving SDRT and Stamp Duty exceptions
• Verifying daily tax balances and performing reconciliation activities
• Processing and managing SDRT and Stamp Duty reclaims
• Monitoring client submissions to ensure regulatory requirements are met
• Reviewing trade and tax information received from CSDs and market counterparties
• Supporting French, Italian, and Spanish Financial Transaction Tax (FTT) reconciliations
• Monitoring and managing unpaid CREST positions
• Creating and processing payments in line with HMRC and regulatory deadlines
• Managing client queries via phone and email
• Maintaining operational controls and supporting risk and compliance requirements

What We're Looking For

• Experience within Financial Services Operations, Asset Servicing, Custody Operations, Settlements, Securities Operations, Shareholder Services, or Investment Operations
• Strong attention to detail and operational control mindset
• Experience performing reconciliations, investigations, exception management, or transaction processing
• Proven track record of delivering excellent client service
• Experience handling client queries by telephone and email
• Ability to work effectively within a high-volume, deadline-driven environment
• Strong organisational and problem-solving skills
• Intermediate Microsoft Office skills including Excel, Outlook, Word, and Access
• Exposure to SDRT, Stamp Duty, Financial Transaction Tax (FTT), or transaction tax processing
• Asset Servicing or Custody Operations experience
• Securities settlement knowledge
• Understanding of CREST settlement processes
• Exposure to Euroclear or other market infrastructures
• Experience working with trade lifecycle and post-trade operational activities

Ideal Backgrounds

• Shareholder Services
• Custody Operations
• Securities Operations
• Settlements
• Investment Operations
• Wealth Operations
• Transfer Agency
• Financial Services Operations
• Client Operations

Why Apply?

• Join a globally recognised financial services organisation
• Gain exposure to specialist transaction tax and asset servicing activities
• Develop expertise across settlements, reconciliations, and operational controls
• Work within a collaborative, high-performing team
• Exposure to complex operational and regulatory processes
• Full unrestricted right to work in the UK required
• Sponsorship is not available now or in the future
• Candidates must be able to attend the Manchester office 4 days per week

Why Apply?

This is a fantastic opportunity to join a globally recognised financial services organisation and lead a critical Corporate Actions function.

You will have the opportunity to develop teams, enhance client service delivery, strengthen controls, drive operational improvements, and contribute to transformation initiatives within a world-class operational environment.

This role may suit an established Corporate Actions Manager, Operations Manager, AVP, Senior Manager, or VP seeking broader leadership responsibility and strategic exposure.