Transfers Team Manager - Birmingham, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Position Type:

Full time

Type Of Hire:

Experienced (relevant combo of work and education)

Education Desired:

Bachelor of Business Administration

Travel Percentage:

0%

Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology.

Our talented people empower us, and we believe in being part of a team thatis open, collaborative, entrepreneurial, passionate and above all fun.

About the team

The Transfers team is responsible for the movement of client's existing portfolios into Platform Securities' custody and also the smooth exit out of Platform Securities' custody.

The process is managed via a workflow with daily measured targets, which seekto transfer assets as quickly as possible to aid the client experience.

Transfers are often the first insight into a client's experience with their Wealth Manager and so speed, accuracy, communication and customer service are vital at all stages.

What you will be doing

Reporting to the Head of Business Processing Operations, the Client Data Management Team Manager will be focused on achieving Client SLAs through effective capacity planning, workload management and efficiency reviews, whilst fostering a right first-time cultureand delivering a positive client experience.

The successful applicant will have experience organising and managing a fast-paced Team, achieving operational SLAs, possess a passion to deliver excellent customer service and will be a strong leader, able to motivate,coach and manage performance to get the best from the Team.

The successful applicant will also have a proven ability to strengthen processes ensuring they are efficient and minimise risk to the Company.

Key Responsibilities of the role include:

Responsible for overseeing the accurate transfer of the client's portfolio(s), exceeding client expectations at every step.
Responsible for the team workload planning & prioritisation in a high pressured, fast paced environment.
You will be looking to optimise efficiency whilst ensuring that continuous improvements are made in a highrisk environment.
Drive the development of your team through regular coaching & mentoring, including 121s and quarterly appraisal review.
Chairing regular conference calls with clients to discuss the progression of ongoing transfers.
Providing escalation support for more complex, technical business queries.
Establish, manage and develop the best possible team, leading in line with Platform Securities guiding principles creating a unique and inclusive culture of honesty, transparency, trust and collaboration.
Drive the development of your team through regular coaching & mentoring, including 121s and quarterly appraisal review.
Own & team workload planning & prioritisation in a high pressured, fast paced environment.

What you bring:

Excellent written and verbal communication skills;
Ability to work under pressure in a fastpaced environment;
Attention to detail;
Improvement orientated;
Excellent time management;
Ability to communicate with a range of stakeholders;
Ability to develop strong professional and personal relationships with external and internal contacts;
People management experience, including coaching, developing & mentoring;
A passion for delivering exceptional client service;
Decision making in a high pressured environment;
Selfmotivated and a proactive, cando attitude;
Good working knowledge of, Excel, Word, PowerPoint and Access;
Results orientated and client focused.

Added bonus if you have:

Previous experience of Transfers desirable
An understanding of the Wealth Management or Financial industry and associated regulations.
Educated to degree level or equivalent

What we offer you:

A work environment built on collaboration, flexibility and respect
A variety of career development tools, resources and opportunities
A competitive salary and benefits
Attractive benefits including private medical cover, dental cover, and travel insurance
Time to support charities and give back in your community

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.

For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies.

FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsiblefor any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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