Plan Specialist

**Plans Specialist - **Global Custody

**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.

**We give you a world of potential**

The Global Custody 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 accountholders (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 around the globe.

**A role you will love**

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.

Where appropriate, provide regular status updates to clients, senior management, and other stakeholders with respect to asset activity.

**What will you bring to the role?**

Prior customer service experience is advantageous but the following profile and skill elements are required:

- **Able to display initiative and ownership, whilst understanding limits of own authority**:

- Ability to work within a team
- Energy, Drive and Enthusiasm
- **Excellent attention to detail **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.

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.

**A company to be proud of**

We're a global leader in financial administration with over 14,000 employees across more than 21 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

**A diverse and inclusive place to work**

Computershare is an equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.

We’re a leading provider of employee share plans. We partner with many of the world’s biggest brands to offer their employees the chance to invest in the future of their company and help them to manage these investments day to day. With over 35 years of experience and expertise, we’re an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with their complex regulatory requirements.