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- Tasks: Lead reconciliations and banking operations while managing corporate actions teams.
- Company: Dynamic financial services firm with a focus on client relationships.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Make a real impact in a key managerial role within a collaborative environment.
- Qualifications: Strong knowledge of CASS regulations and proven management experience required.
- Other info: Join a supportive team with excellent career advancement opportunities.
The predicted salary is between 45000 - 65000 £ per year.
We are seeking an experienced Reconciliations, Banking & Corporate Actions Manager to oversee the day-to-day operations of the Reconciliations, Banking, and Corporate Actions teams. This role is key to successfully delivering our clients' business model. You’ll be focused on maximising the working relationship between the business and our clients/third parties. The role holder must be able to assimilate the complexity of the business proposition and have a sound understanding of the regulatory framework required to run the teams.
Location: Hybrid/Bath (2 days min)
Rate: £56,500 pa
Hours: Standard Business Hours
Start: ASAP
Duration: Permanent
Responsibilities:
- Daily internal and external client money reconciliations & investigation
- Regulatory returns & claims, nominee and Investment Manager payment processing
- Manage the end-to-end cheque processing and banking
- Process and monitor corporate actions and administer distribution processing
- Calculate and process cash interest processing
- Manage the teams to achieve effective workflows, contributing towards an efficient execution of responsibilities
- Work with the departmental management teams to maintain a collaborative approach in achieving the departmental service level agreements (SLAs) and key performance indicators (KPIs)
- Responsible for Team Leader development through structured one-to-one sessions, appraisals and individual training and development plans
- Remain up to date on all relevant external regulatory requirements and internal processes to ensure that all team procedures remain accurate and approved
- Handle any escalated enquiries and complaints, liaising with the appropriate colleagues to achieve resolution
- Demonstrate flexibility during periods of high workloads and aid other services when required
- Support the business with user acceptance testing and disaster recovery cycles, as directed
- Achieve and actively maintain own skills and knowledge to adhere to the Training and Competency framework
- Ensure that the risk management process is promoted, supported, managed, and implemented effectively within the team
- Liaise with the Risk Team to help identify and manage risk effectively
- Working with the team and other Line Managers to define, manage and continually improve the team and business processes
- Coach and inspire to develop staff so that they can grow in line with aspirations of the business
- Involvement in recruitment activities as directed
- You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management
Essential Skills and Experience required:
- Strong CASS knowledge, in particular CASS 6 and 7
- Experience working within a wrap platform/investment company or similar role
- Good understanding of investments, investment products and wrap platforms
- Proven previous management experience
- Excellent drive displayed, with the ability to work unsupervised and under own initiative
- Excellent interpersonal, organisation and communication skills
- Ability to work well under pressure and to tight deadlines
- In depth financial services experience
Recs & Banking & Corporate Actions Manager in Bath employer: Momenta Group Global
Contact Detail:
Momenta Group Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Recs & Banking & Corporate Actions Manager in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and banking sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their business model and how your skills can contribute to their success. Tailor your responses to show you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience with reconciliations and corporate actions clearly. The more comfortable you are, the better you’ll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job!
We think you need these skills to ace Recs & Banking & Corporate Actions Manager in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Reconciliations, Banking & Corporate Actions Manager role. Highlight your experience with CASS regulations and any relevant management roles you've held. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention specific experiences that demonstrate your understanding of the regulatory framework and your ability to manage teams effectively. We love a good story!
Showcase Your Achievements: When detailing your past roles, focus on your achievements rather than just responsibilities. Did you improve workflows or enhance team performance? Let us know! Numbers and specific examples can really make your application stand out.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining the StudySmarter team!
How to prepare for a job interview at Momenta Group Global
✨Know Your CASS Inside Out
Make sure you brush up on your CASS knowledge, especially CASS 6 and 7. Be prepared to discuss how these regulations impact reconciliations and banking operations, as this will show your understanding of the regulatory framework crucial for the role.
✨Demonstrate Your Management Skills
Since the role involves managing teams, think of specific examples where you've successfully led a team or improved workflows. Highlight your experience in coaching and developing staff, as well as how you handle escalated enquiries and complaints.
✨Showcase Your Client Relationship Skills
This position is all about maximising relationships with clients and third parties. Prepare to share instances where you've effectively collaborated with clients or resolved conflicts, demonstrating your strong interpersonal skills.
✨Be Ready for Scenario Questions
Expect questions that assess your ability to handle high-pressure situations and tight deadlines. Think of scenarios from your past experiences where you had to demonstrate flexibility and problem-solving skills, and be ready to discuss them in detail.