Senior Transfers

Meraki Talent Limited

Posted 8 days ago, valid for 5 days

Glasgow, City of Glasgow G62 6EP, Scotland

Full Time

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Sonic Summary

The position of Transfers Specialist requires a detail-oriented professional with expertise in UK Transfers and Wealth Management operations.
Key responsibilities include executing transfer lifecycle events, managing client relationships, and maintaining internal records.
Candidates should possess strong knowledge of Wealth Management principles and excellent communication skills, with a focus on high-quality service delivery.
The role is permanent and requires a minimum of 3 years of relevant experience in the field.
Salary for this position is competitive and commensurate with experience.

Are you a detail-oriented professional with expertise in UK Transfers and Wealth Management operations? Join our dynamic team as a Transfers Specialist and play a pivotal role in delivering exceptional service to our clients.Key Responsibilities:

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.

Essential Skills:

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.

This is a permanent positionApply NowIs this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Transfers, Operations, Processing'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’

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Senior Transfers

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