Plans Specialist
1 month ago
**Plans Specialist - Asset Services**
**Location: Bristol (Hybrid)**
This is a hybrid position primarily based in Bristol. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working.
**What will I be doing?**
Reporting into an Operations Manager, the Asset Service Specialist acts as one of Computershare’s frontline brand ambassadors and is responsible for servicing requests received through a variety of service channels from either Computershare’s corporate clients or their individual account holders (our customers).
Focusing solely on delivery to clients upgraded to EquatePlus, this role will involve working closely with various operational teams within the organisation, external brokers/transfer agents and our banking and custody partners to transfer cash or stock all around the globe.
**Main Duties**:
- Responsible for the structured planning, execution and monitoring of tasks and timely completion of all processes assigned to you in line with agreed SLAs. To include, but not limited to:
- To provide a high quality and effective service to our internal and external customers by delivering assets via various global markets.
- Respond to a wide variety of customer enquiries providing exceptional levels of customer service, ensuring a high level of accuracy, and adhering to SLA’s.
- Maintain customer accounts following set processes and guidelines.
- Assist the Operations Manager in building, implementing, and maintaining streamlined operational processes for all asset activity on the EquatePlus platform.
- Where appropriate, develop detailed documentation with respect at to all asset related processes and in doing so ensure continued operational control and governance over these processes.
- Gain and maintain strong technical knowledge of all aspects of asset activity and provide expert advice and knowledge in your specialist area to the wider business.
- A minimum of two years’ experience in the financial services industry.
- Experience in the handling of significant transactional volume in an operational context, preferably in a complex regulatory environment.
- Evidence of working on or closely with a project designed to radically overhaul processes and operational delivery is an advantage.
- Strong written and verbal communication skills, able to convey and articulate ideas to a wide variety of audiences.
- Passionate about customer delivery with evidence of championing and maintaining strong delivery to a large client and customer base.
- Strong personal and operational organisational skills, able to manage multiple complex activities running in parallel.
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