Transfers Administrator

FIS Global
Birmingham, United Kingdom
18 May 2022
28 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
General Equivalency Diploma
Travel Percentage :
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 that is 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. We manage the process by building relationships with our clients and third parties. We are the clients first point of contact with their new wealth manager, therefore customer service and accuracy are paramount.

What you will be doing
  • Case managing transfers to completion
  • Providing written and verbal updates to our clients and counterparties
  • Chasing up outstanding document and information through email and telephone call, escalating to management if required.
  • Managing, diarising and prioritising own case load to ensure that transfers are progressed effectively.
  • Producing weekly MI for clients.
What you bring:
  • Self-motivated
  • Excellent organisational skills
  • Proven customer service background
  • A passion for putting the customer at the heart of all actions.
  • Excellent written and verbal communication skills
Added bonus if you have:
  • Educated to degree level or equivalent.
  • A proven history of case management
  • A knowledge of portfolio and client assets
What we offer you
  • A variety of career development tools, resources and opportunities
  • Competitive salary
  • Time to support charities and give back in your community
  • A fantastic range of benefits designed to help support your lifestyle and wellbeing
  • Varied and challenging work to help you grow your technical skillset
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 responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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