Transfers Manager

TN United Kingdom; Birmingham; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated professional to lead a team in the dynamic field of financial services. This role involves guiding Transfers Case Handlers, managing client relationships, and ensuring compliance with industry regulations. You will leverage your expertise in Wealth Management and Transfers processing, utilizing tools like Equisoft and CREST. Join a collaborative and flexible work environment that values personal development and offers attractive benefits, including private medical cover and dental insurance. If you are detail-oriented, customer-driven, and ready for a multifaceted job with significant responsibility, this is the perfect opportunity for you.

Benefits

Private medical cover

Dental cover

Travel insurance

Professional education opportunities

Collaborative work environment

Qualifications

• Strong knowledge of Wealth Management and Transfers processing.
• Experience with Equisoft, UBS, Clearstream, and CREST.

Responsibilities

• Lead a team of Transfers Case Handlers and manage client relationships.
• Ensure compliance with regulations and manage internal risks.

Skills

Wealth Management principles

Transfers processing

Analytical skills

Problem-solving skills

Communication skills

Organizational skills

Team management

Education

General Equivalency Diploma

Tools

Equisoft

UBS

Clearstream

CREST

Job description

Position Type: Full time

Type Of Hire: Experienced (relevant combo of work and education)

Education Desired: General Equivalency Diploma

Travel Percentage: 0%

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team:

Platform Securities are market leaders in the back-office outsourcing services to stockbrokers and wealth managers in UK and Europe.

Platform Securities have been servicing the financial services industry for over 15 years. They are highly regulated and have one of the highest levels of authorisation from the UK Financial Conduct Authority.

Main Responsibilities:

• Lead a team of Transfers Case Handlers to guide the team and/or proactively assist in production issues and queries.
• Subject Matter Expert in UK Transfers and systems, including Equisoft, CREST, UBS and Clearstream.
• Manage Risk to ensure compliance/regulations are being met, and raise necessary internal risks and put in place appropriate measures to manage risk.
• Manage client relationships to ensure that our SLAs are adequately measured, and that clients are kept aware of our case management and any issues.
• Liaise internally with colleagues to resolve disputes / complete work items, and make recommendations on matters affecting productivity, efficiency, service or problem resolution.
• Complete regular MI and other Management updates for necessary committees as required.
• Maintain up-to-date procedure manuals and write drafts for changes to procedures.
• Other related duties assigned as needed.

What you bring:

• Knowledge of Wealth Management principles, operations and processes, including a strong working knowledge of Transfers processing and counterparty best practice gained from several years working in that environment.
• Working experience of Equisoft (Altus), UBS, Clearstream and CREST.
• Detail-oriented and customer-driven, focusing on providing the highest quality products and services to FIS internal and external clients.
• Strong management, organizational and workload management skills.
• Excellent verbal and written communication skills.
• Effective analytical, problem-solving, team and time management skills.

What we offer you:

• Attractive benefits including private medical cover, dental cover, and travel insurance.
• Competitive salary.
• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities.
• A work environment built on collaboration, flexibility and respect.
• A broad range of professional education and personal development possibilities – FIS is your final career step!

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