Plan Specialist - Global Transfers

Reposted 4 Days Ago
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Bristol, England, GBR
Hybrid
Entry level
Financial Services
The Role
Processes high-value global share transfer transactions accurately and efficiently. Responsibilities include keying transactions for market authorization, managing participant records, contacting brokers, responding to client queries, preparing written communications, following data protection procedures, meeting service levels, and collaborating with internal teams. The role requires strong attention to detail, communication, organization, customer service, and the ability to learn and apply transfer processes across multiple global markets.
Summary Generated by Built In

Location: Bristol (Hybrid)

In this position, you’ll be based in the Bristol office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.


We give you a world of potential

Are you looking to build a career within a global organisation where accuracy, collaboration and customer service are at the heart of what you do? This is a great opportunity to join us on a 12-month fixed-term contract (FTC). 

As a Plan Specialist – Global Transfers, you'll join a supportive team of 12 specialists responsible for processing high-value share transfer transactions across global markets.

This is an exciting opportunity to develop specialist knowledge within Plans Operations. You'll start by learning the fundamentals before building your expertise across multiple markets, becoming multi-skilled and opening future career opportunities within the wider Plans business.


A role you will love

As a Plan Specialist – Global Transfers, you'll play a key role in ensuring share transfer transactions are processed efficiently, accurately and professionally. Acting as one of Computershare's frontline representatives, you'll support both internal and external clients while maintaining exceptional service standards and accuracy.

Your day will be structured around work allocated to you by the team, including:

  • Processing and keying transfer transactions for market authorisation
  • Managing high-value transfers and participant transactions with a strong focus on attention to detail
  • Contacting brokers and responding to client queries via email
  • Preparing professional and accurate written responses using established templates and procedures
  • Maintaining customer and participant records in line with established processes and data protection requirements 
  • Working collaboratively with colleagues and specialist teams across the business
  • Balancing urgency with quality to ensure service levels are achieved whilst maintaining high standards
  • Continuously building your knowledge of different global markets and transfer processes

You'll be part of a close-knit team environment where knowledge sharing, supporting colleagues and delivering excellent service are highly valued. It's a role that offers structure, variety and the opportunity to develop expertise across a range of markets and processes.


What will you bring to the role?  

We're looking for someone who enjoys working in a structured environment, takes pride in delivering high-quality work and enjoys collaborating with others.

You’ll bring:

  • Excellent attention to detail 
  • Ability to balance speed and accuracy when handling transactions
  • Strong written and verbal communication skills
  • Confidence communicating professionally with internal and external stakeholders 
  • Ability to retain and apply technical knowledge
  • Strong organisational and time management skills
  • A team-focused and collaborative approach
  • Proficiency in Microsoft 365 applications 
  • Commitment to delivering high-quality customer service

It would also be great if you have:

  • Previous administration, operations or customer service experience 
  • Experience working with financial, transactional or data-processing activities
  • Exposure to working with multiple systems and managing detailed information

This role is ideal for someone who enjoys working with accuracy, following structured processes, learning new skills and contributing to a team that delivers exceptional service every day.


Rewards designed for you

Flexible work to help you find the best balance between work and lifestyle

Health and wellbeing rewards that can be tailored to support you and your family

Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.

Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub 

About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About the Team
We’re a leading provider of employee share plans. We partner with many of the world’s biggest brands to offer their employees the chance to invest in the future of their company and help them to manage these investments day to day. With over 35 years of experience and expertise, we’re an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with their complex regulatory requirements.

Skills Required

  • Excellent attention to detail
  • Ability to balance speed and accuracy when handling transactions
  • Strong written and verbal communication skills
  • Confidence communicating professionally with internal and external stakeholders
  • Ability to retain and apply technical knowledge
  • Strong organisational and time management skills
  • Team-focused and collaborative approach
  • Proficiency in Microsoft 365 applications
  • Commitment to delivering high-quality customer service
  • Previous administration, operations, or customer service experience
  • Experience working with financial, transactional, or data-processing activities
  • Exposure to working with multiple systems and managing detailed information
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The Company
HQ: Melbourne
736 Employees

What We Do

Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. For more information, visit www.computershare.com

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