Senior Transfers

Company : Confidential

Job Description - Senior Transfers

Are you a detail-oriented professional with expertise in UK Transfers and Wealth Management operations? Join our dynamic team as a Transfers Specialist and play a pivotal role in delivering exceptional service to our clients.

Key Responsibilities:

Execute all transfer lifecycle events with precision.
Act as a subject matter expert in UK Transfers and associated systems.
Manage client relationships to uphold SLAs and maintain transparent communication.
Accurately maintain internal records and systems.
Respond promptly to queries from front office and client services teams.
Identify weaknesses in internal controls and recommend improvements.
Support the collation of MI data for Transfers In functions and escalate issues as necessary.
Contribute to project-related work as needed.

Essential Skills:

Strong knowledge of Wealth Management principles, operations, and Transfers processing.
Detail-oriented and customer-focused, delivering high-quality services.
Excellent communication skills, both verbal and written.
Proven ability to manage workloads, solve problems, and adapt to new processes and systems.
Collaborative and team-oriented, with a positive, results-driven mindset.
Commercially aware with strategic operational planning skills.

This is a permanent position

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Jennifer wants: Transfers, Operations, Processing

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Senior Transfers

Job Description - Senior Transfers

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