Transfer Agency Flow Lead

Sanderson Recruitment Plc

Posted on Nov 21, 2022 by Sanderson Recruitment Plc

Edinburgh, Midlothian, United Kingdom
Immediate Start
Annual Salary

Our client's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development.

The Opportunity:

Due to continued success and growth, we have an exciting opportunity for a Flow lead who is a specialist in Client relationships and communication join our Operations function. In this role, you will be responsible for managing client relationships and processing teams.

You'll be:

  • Ensuring that all cases are processed in line with the customer needs and the client SLAs
  • Driving a customer first culture within the team
  • Ensuring that CASS and related industry regulations are widely understood
  • Driving strategic and department goals within the team
  • Understanding failure demand and implement action plans for continuous improvement
  • Ensuring the team is managed in line with HR policy and in a demonstrably fair and consistent manner
  • Ensuring all critical controls are fit for purpose and adequately performed
  • Identifying y and mitigating any process risks
  • Providing support to the department senior managers and head of function through deputation where required.
  • Ensuring business readiness plans and related actions are in place for calendar of events

You should apply if you:

  • Have experience of working managing transfer agency processing teams for a minimum of 2 years (Mandatory)
  • Have experience Dealing, settlement, servicing or reconciliation management experience (Mandatory)
  • Have extensive experience of managing colleagues in line with HR policy (Mandatory)
  • Experienced of managing workflow and task allocation within a large team (Mandatory)
  • Have the ability to manage service delivery in a target driven environment (Mandatory)
  • Experienced in root cause analysis and performance reporting (Mandatory)
  • Knowledgeable of COBS, COLL and industry regulations (Desired)
  • IOC Certificate (Desired)
  • Have experience of internal and external stakeholder management within a supplier/commercial environment (Desired)
  • Experienced of management offshore teams in an onshore oversight model (Desired)

Reference: 1799266970

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