We’re seeking a future team member for the role of Senior Specialist, Client Processing, to join our Wealth Services Operations Asset Movement Team. This role is located in Manchester, UK
In this role, you’ll make an impact in the following ways:
Process asset transfers accurately and within agreed service levels, including inbound, outbound, internal, and external asset movement activity
Review asset movement instructions for completeness, accuracy, and adherence to operational procedures and control requirements
Investigate and resolve exceptions, breaks, rejected instructions, and aging items in a timely manner.
Liaise with internal teams, counterparties, custodians, brokers, and other stakeholders to progress asset movement activity and resolve issues
Complete all activity in accordance with risk and control standards, escalation procedures, and regulatory requirements
Maintain accurate records and supporting documentation for all asset movement-related activities
Identify process inefficiencies, recurring issues, and control gaps, and support continuous improvement initiatives
Contribute to team reporting, audit requests, procedural reviews, and manager-assigned operational projects
To be successful in this role, we’re seeking the following:
Experience in operations, asset servicing, wealth services, securities processing, or asset movement-related functions.
Good understanding of asset movement processes, controls, and operational risks.
Strong attention to detail with the ability to manage high-volume processing accurately.
Effective problem-solving and investigation skills.
Strong verbal and written communication skills.
Ability to work independently and collaboratively in a team-based environment.
Good organizational skills and ability to manage competing priorities.
Excel skills such as pivots, lookups and data analysis of multiple/large data sets
Awareness of digital tooling and AI capabilities