Head of Transfer Agency UK

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Job Overview

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.

This will involve the following:

• 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

We offer:

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.

By joining Citi Edinburgh, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure

• A discretional 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

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities!

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Job Family Group:

Operations - Transaction Services

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Job Family:

Cash Management

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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