Transfer Operations Lead
2 months ago
About the Role:
FIS is seeking a highly skilled and experienced professional to lead our Transfer Operations team. As a key member of our organization, you will be responsible for guiding a team of Transfer Case Handlers, ensuring compliance with regulations, and managing client relationships.
Main Responsibilities:
- Lead a team of Transfer 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
- Maintains up-to-date procedure manuals and writes drafts for changes to procedures
- Other related duties assigned as needed
Requirements:
- 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:
- 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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