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- Execute all settlements lifecycle events with accuracy and efficiency.
- Serve as a subject matter expert in UK Settlements and associated systems.
- Manage client relationships, ensuring SLA delivery and proactive communication on case management.
- Maintain and update internal records accurately.
- Respond promptly to queries from front office and client services teams.
- Identify weaknesses in internal controls and recommend actionable improvements.
- Support the collation of MI data for Settlements functions, escalating issues as required.
- Contribute to ad-hoc project work as necessary.
- Comprehensive knowledge of Wealth Management principles, operations, and Settlements processing, with experience in counterparty best practices.
- Detail-oriented and client-focused, delivering high-quality service.
- Strong communication skills, both written and verbal.
- Proven ability in workload management, problem-solving, and adapting to change.
- Collaborative mindset with a positive, results-driven attitude.
- Ability to work independently and as part of a team.
- Comfortable adapting to new processes and systems.
Is this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Settlements, Trade, Transfers, Operations, Financial Services'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’
