Back to search
- 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.
- 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.
