LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Head of Transfer Agency UK

ExperiencedNo visa sponsorship
Citi logo

at Citi

Bulge Bracket Investment Banks

Posted 5 days ago

No clicks

**Head of Transfer Agency UK** oversees end-to-end UK TA operations in Edinburgh. Key responsibilities include establishing KPIs for accurate service measurement, maintaining KPI delivery, sign-off on client deliverables, and representing TA at internal and external meetings. Must possess relevant senior-level experience, proven process improvement skills, and strong communication abilities. Offers a competitive salary and extensive benefits package. Apply today!

Compensation
Not specified GBP

Currency: £ (GBP)

City
Edinburgh
Country
United Kingdom

Full Job Description

Head of Transfer Agency UK

Apply (opens in new window)
Save

Job Req Id:

26969626

Location(s):

Edinburgh, Scotland, United Kingdom

Job Type:

Hybrid

Posted:

Juni. 23, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The role is for the Head of Transfer Agency UK Operations based in Edinburgh. The individual will be responsible for the end to end service delivery from TA for a select number of clients.

This will involve the following:

  • Ensure there are KPIs in place with the client which serve as an accurate measure of the TA service delivery and these are adjusted to meet the changing business environment

  • Maintain consistent delivery against these KPIs and work across functions in and outside of TA to address any negative trends timely and effectively

  • Sign off on the TA input to client deliverables such as the Service Pack, Board Report etc. to ensure these are presented professionally and convey the appropriate message

  • Represent TA at both internal and external client related meetings, in an active and engaged manner, promoting the strategic objectives of the business

  • Ensure regulatory adherence to relevant rules across operational activities e.g. CASS, Consumer Duty

Requirements:

  • Strong, relevant experience in a related senior level role with experience in Transfer Agency operations and management

  • Proven experience in creating and implementing processes that result in improved business performance

  • Effective verbal and written communication and analytical skills

We offer:

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi Edinburgh, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

  • Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure

  • A discretional annual performance related bonus

  • Private medical insurance packages to suit your personal circumstances

  • Employee Assistance Program

  • Pension Plan

  • Paid Parental Leave

  • Special discounts for employees, family, and friends

  • Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities!

------------------------------------------------------

Job Family Group:

Operations - Transaction Services

------------------------------------------------------

Job Family:

Cash Management

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save

Head of Transfer Agency UK

Compensation

Not specified GBP

City: Edinburgh

Country: United Kingdom

Citi logo
Bulge Bracket Investment Banks

5 days ago

No clicks

at Citi

ExperiencedNo visa sponsorship

**Head of Transfer Agency UK** oversees end-to-end UK TA operations in Edinburgh. Key responsibilities include establishing KPIs for accurate service measurement, maintaining KPI delivery, sign-off on client deliverables, and representing TA at internal and external meetings. Must possess relevant senior-level experience, proven process improvement skills, and strong communication abilities. Offers a competitive salary and extensive benefits package. Apply today!

Full Job Description

Head of Transfer Agency UK

Apply (opens in new window)
Save

Job Req Id:

26969626

Location(s):

Edinburgh, Scotland, United Kingdom

Job Type:

Hybrid

Posted:

Juni. 23, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The role is for the Head of Transfer Agency UK Operations based in Edinburgh. The individual will be responsible for the end to end service delivery from TA for a select number of clients.

This will involve the following:

  • Ensure there are KPIs in place with the client which serve as an accurate measure of the TA service delivery and these are adjusted to meet the changing business environment

  • Maintain consistent delivery against these KPIs and work across functions in and outside of TA to address any negative trends timely and effectively

  • Sign off on the TA input to client deliverables such as the Service Pack, Board Report etc. to ensure these are presented professionally and convey the appropriate message

  • Represent TA at both internal and external client related meetings, in an active and engaged manner, promoting the strategic objectives of the business

  • Ensure regulatory adherence to relevant rules across operational activities e.g. CASS, Consumer Duty

Requirements:

  • Strong, relevant experience in a related senior level role with experience in Transfer Agency operations and management

  • Proven experience in creating and implementing processes that result in improved business performance

  • Effective verbal and written communication and analytical skills

We offer:

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi Edinburgh, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

  • Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure

  • A discretional annual performance related bonus

  • Private medical insurance packages to suit your personal circumstances

  • Employee Assistance Program

  • Pension Plan

  • Paid Parental Leave

  • Special discounts for employees, family, and friends

  • Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities!

------------------------------------------------------

Job Family Group:

Operations - Transaction Services

------------------------------------------------------

Job Family:

Cash Management

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save