Working within the Transfers Operations team, you will play a key role in progressing client transfer activity, resolving complex issues, and improving operational outcomes. You will be responsible for managing transfer cases, working collaboratively with internal and external stakeholders, and identifying opportunities to enhance processes, reduce delays, and improve the client experience.
The successful candidate will thrive in a fast-paced environment, demonstrate strong ownership and problem-solving skills, and contribute to the team's objectives through effective case management, stakeholder engagement, and continuous improvement.
What you'll do:
- Take ownership of transfer cases, including high-value, aged, and complex transfers, ensuring timely progression, resolution, and positive client outcomes.
- Investigate and resolve transfer-related issues by working closely with internal teams, counterparties, service providers, and other key stakeholders.
- Build and maintain effective relationships across the business and with external partners, acting as a key point of coordination to support the successful completion of transfer activity.
- Identify themes, trends, and recurring issues through case reviews and operational analysis, supporting initiatives that improve efficiency, reduce risk, and enhance the client experience.
- Support the team's objective of reducing transfer times and improving service quality by proactively removing barriers, escalating issues where appropriate, and driving cases to resolution.
- Participate in business improvement initiatives, project activity, and change implementation designed to strengthen operational performance and client outcomes.
- Manage team workflows, providing responses, updates, and escalations where appropriate.
- Assist in the creation, review, and maintenance of procedures and process documentation.
- Support the production and review of operational data, management information, and reporting.
- Represent the team at scheduled and ad-hoc meetings with internal and external stakeholders.
What we're looking for:
- Proven experience within Transfers Operations or a similar operational environment.
- Strong communication, collaboration, analytical, and problem-solving skills.
- Ability to manage competing priorities, build effective stakeholder relationships, and deliver positive client outcomes in a fast-paced environment.
- Knowledge of financial services products and transfer processes (ISAs, SIPP, Investments and Platforms).
- Understanding of end-to-end transfer processes, counterparties, and electronic transfer systems.
- Knowledge of operational risk, controls, governance, and continuous improvement principles.
Special Factors:
- Vanguard is not offering visa sponsorship for this position,
- This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday).
- Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.