Transfers Lead
- Permanent
William Rose Associates are currently partnering with an established Financial Services firm based in London, which is looking for a Transfers Lead to join the firm.
ESSENTIAL SKILLS | Transfers Lead
- 4+ years’ experience in domestic and international asset transfers.
- Understanding of settlement cycles and corporate action impacts.
- Exposure to multiple asset classes.
- Proficient with CREST GUI system.
- Familiar with Altus platform.
- Experience with cross-border/international transfers.
- Awareness of voluntary and mandatory corporate actions (preferred).
- Knowledge of regulatory frameworks, including CASS rules.
- Strong Excel skills.
OVERVIEW | Transfers Lead
We’re looking for a proactive and detail-oriented Transfers Lead to join the client's team and support the Deputy Head of Operations and the wider Asset Servicing function. In this role, you’ll be responsible for overseeing and processing client asset and money transfer requests, ensuring they are handled efficiently and in full compliance with regulatory and product-specific requirements. You’ll play a key role in maintaining high service standards, managing essential administrative tasks, and ensuring adherence to regulations such as KYC, AML, and CASS. If you have a strong understanding of asset transfers and a passion for delivering excellent client service within a regulated environment, apply now to be part of a dynamic and growing team.
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