Settlements Manager




Location: Manchester City Centre


Salary: Up to £65,000


Working Pattern: Hybrid


Right to Work: Full right to work in the UK required -
no sponsorship available



An established global financial services organisation is seeking an experienced Settlements Manager to join the Transfer Agency Operations team in Manchester.



This is a senior, client facing opportunity for someone from a Transfer Agency, Wealth Management, Asset Management, Investment Operations, Fund Administration background. The ideal candidate will have experience working with fund managers or institutional clients, rather than solely retail clients, alongside a strong understanding of dealing, settlements, servicing and trade related activity.




The Role



You will act as a senior point of contact for key clients, managing day-to-day relationships, service delivery and escalations across the Transfer Agency function. You'll work closely with operational teams and senior stakeholders to deliver a high-quality service while identifying opportunities to improve processes and client experience.




Key Responsibilities

• Manage day-to-day client interactions and escalations across Transfer Agency services.


• Act as a key point of contact for fund managers and institutional clients, building strong relationships.


• Manage and resolve complex client queries and operational issues.


• Apply your knowledge of dealing, settlements, servicing and trade processes to support effective service delivery.


• Develop strategies to improve client service, operational efficiency and overall client experience.


• Monitor performance metrics and identify opportunities for improvement.


• Collaborate with Operations and wider teams to streamline processes and deliver accurate, timely client reporting.


• Ensure services are delivered in line with regulatory requirements, internal policies and operational risk standards.

About You



We're looking for someone with:

• Proven experience in Transfer Agency, Wealth Management, Asset Management, Investment Operations, Fund Administration, Custody or Client Services.


• Experience working directly with fund managers or institutional clients.


• Strong understanding of dealing, settlements, servicing and trade-related processes.


• Proven experience managing client relationships, queries and escalations.


• Excellent communication, analytical and problem-solving skills.


• Strong understanding of operational risk, controls and regulatory requirements.


• A proactive approach to process improvement and enhancing client service.


• A bachelor's degree in Business Administration, Finance or a related discipline is desirable, although relevant industry experience will be considered.