At a Glance
- Tasks: Lead Transfer Agency operations, ensuring top-notch service delivery for clients.
- Company: Join a leading financial services firm committed to community impact.
- Benefits: Generous holiday allowance, private medical insurance, and performance bonuses.
- Other info: Inclusive workplace with excellent learning and development opportunities.
- Why this job: Make a real difference in client service while advancing your career.
- Qualifications: Senior experience in Transfer Agency operations and strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
The role is for the Head of Transfer Agency UK Operations based in Edinburgh. The individual will be responsible for the end to end service delivery from TA for a select number of clients.
Key Responsibilities
- Ensure there are KPIs in place with the client which serve as an accurate measure of the TA service delivery and these are adjusted to meet the changing business environment.
- Maintain consistent delivery against these KPIs and work across functions in and outside of TA to address any negative trends timely and effectively.
- Sign off on the TA input to client deliverables such as the Service Pack, Board Report etc. to ensure these are presented professionally and convey the appropriate message.
- Represent TA at both internal and external client related meetings, in an active and engaged manner, promoting the strategic objectives of the business.
- Ensure regulatory adherence to relevant rules across operational activities e.g. CASS, Consumer Duty.
Requirements
- Strong, relevant experience in a related senior level role with experience in Transfer Agency operations and management.
- Proven experience in creating and implementing processes that result in improved business performance.
- Effective verbal and written communication and analytical skills.
Benefits
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
- A discretionary annual performance related bonus.
- Private medical insurance packages to suit your personal circumstances.
- Employee Assistance Program.
- Pension Plan.
- Paid Parental Leave.
- Special discounts for employees, family, and friends.
- Access to an array of learning and development resources.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Head of Transfer Agency UK in Edinburgh employer: Citi
Citi is an exceptional employer, offering a dynamic work environment in Edinburgh where the Head of Transfer Agency UK Operations can thrive. With a strong commitment to employee well-being, we provide generous benefits including a substantial holiday allowance, private medical insurance, and extensive learning opportunities, ensuring our team members are supported both personally and professionally. Our inclusive culture fosters growth and collaboration, making Citi a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Transfer Agency UK in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Head of Transfer Agency UK in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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Research and Reflect:Before hitting that 'apply' button on Citi's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Citi
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Citi.
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