Transfers Officer

2 weeks ago

London, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

This is a role within the Transfers Team which forms part of the bigger Operations Department. As the Transfers Officer you will be reporting directly into the Transfer Manager and will be responsible for all activities relating to asset transfers in and out of CBAM’s custody, internal transfers, and APS transfers.

**RESPONSIBILITIES**
- Processing transfers in to CBAM for all account types, across multiple products and platforms
- Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
- Monitor transfer progress and escalate issues when required
- Facilitate Depot movements
- Setting up Nominee accounts and providing KYC document when required
- Report uploads/downloads (e.g. IFDS)
- The role will require regular interaction with Fund Managers, market counterparties and other Operations teams that are involved in maintaining client account data and records

**WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF**:

- Previous experience of operational processes in wealth manager or private client asset management
- Accuracy and attention to detail
- Ability to work unsupervised at times
- Team player willing to respond to varied requests
- Able to build effective relationships with 3rd parties and internal customers such as the fund managers
- Able to challenge current processes within the operations area and provide solutions and efficiencies
- Understanding of re-registration of collective investments
- Good all round securities knowledge
- Experience with the Crest Gui
- Experience with Altus would be advantageous

**_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._**

**_ To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._**

LI-KH1

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