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For Companies At a Glance
- Tasks: Oversee client processing and ensure service standards are met in a hybrid role.
- Company: Join BNY, a global leader in financial services with a focus on innovation and inclusivity.
- Benefits: Enjoy competitive pay, flexible resources, generous leave, and paid volunteer time.
- Why this job: Make an impact in a supportive culture that values your perspective and promotes continuous improvement.
- Qualifications: Experience in operations, knowledge of CASS regulations, and a willingness to learn AI tools.
- Other info: Located in Manchester, this role offers a hybrid work environment.
Associate, Client Processing Oversight – UK Transfer Agency Operations
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Client Processing Oversight to join our UK Transfer Agency team. This role is located in Manchester, UK – HYBRID.
In this role, you’ll make an impact in the following ways:
- Conduct oversight of work processed in our operational processing centers to ensure all client service standards are met/exceeded. This work may include transaction processing, records maintenance, payments, reconciliations and other processes for Transfer Agency.
- Investigate and resolve day-to-day operational queries, issues, and incidents and analyze data to monitor performance and drive continuous improvement
- Ensure all work is processed in line with clients’ regulatory requirements including CASS, COLL, COBS, DISP, GDPR and Consumer Duty as applicable
- Develop and maintain procedures, guidelines, and checklists for Transfer Agency
To be successful in this role, we’re seeking the following:
- Experience in settlement and payments Operations.
- The ideal candidate will have knowledge of CASS regulations and hands-on experience in performing reconciliations.
- Reconciliation experience ensuring accuracy and compliance
- Willingness to develop personal skills in AI/Digital Tools preferred.
BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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Associate, Investor Services Operations Representative I employer: BNY Mellon
Contact Detail:
BNY Mellon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Investor Services Operations Representative I
✨Tip Number 1
Familiarise yourself with CASS regulations and other compliance requirements relevant to the role. Understanding these regulations will not only help you in interviews but also demonstrate your commitment to the industry standards expected at BNY.
✨Tip Number 2
Network with current or former employees of BNY, especially those in the UK Transfer Agency team. They can provide valuable insights into the company culture and the specific expectations for the Associate role, which can give you an edge during the selection process.
✨Tip Number 3
Showcase any experience you have with digital tools or AI in your discussions. BNY is looking for candidates who are willing to develop their skills in these areas, so highlighting your adaptability and eagerness to learn can set you apart.
✨Tip Number 4
Prepare to discuss specific examples of how you've handled operational queries or reconciliations in the past. Being able to articulate your problem-solving skills and attention to detail will resonate well with the hiring team.
We think you need these skills to ace Associate, Investor Services Operations Representative I
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Associate, Client Processing Oversight position. Tailor your application to highlight relevant experience in settlement, payments operations, and knowledge of CASS regulations.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles or projects that involved transaction processing, reconciliations, or compliance with regulatory requirements. Use specific examples to demonstrate your skills and achievements.
Showcase Continuous Improvement Mindset: Mention any experiences where you have contributed to process improvements or resolved operational issues. This aligns with the company's focus on driving continuous improvement and will make your application stand out.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarises your qualifications but also expresses your enthusiasm for the role and the company culture at BNY. Make sure to connect your personal values with their commitment to innovation and inclusivity.
How to prepare for a job interview at BNY Mellon
✨Understand the Regulatory Landscape
Familiarise yourself with key regulations such as CASS, COLL, and GDPR. Being able to discuss how these regulations impact client processing will show your preparedness and understanding of the role.
✨Demonstrate Your Reconciliation Skills
Prepare examples from your past experience where you successfully performed reconciliations. Highlight any challenges you faced and how you ensured accuracy and compliance in your work.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific instances where you investigated and resolved operational queries or issues. This will demonstrate your analytical skills and ability to drive continuous improvement.
✨Express Your Willingness to Learn
Mention your interest in developing personal skills in AI and digital tools. This shows that you are proactive about your professional growth and are keen to adapt to new technologies in the financial services sector.
