Head of Transfer Agency UK

Job Description

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

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

• 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.

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