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For Companies At a Glance
- Tasks: Oversee client service standards and resolve operational queries in a dynamic team.
- Company: Join BNY, a leader in financial services with a strong culture of excellence.
- Benefits: Enjoy competitive pay, flexible resources, generous leave, and wellness programs.
- Other info: Great opportunities for personal growth and a commitment to diversity and inclusion.
- Why this job: Make an impact in financial operations while developing your skills in a hybrid role.
- Qualifications: Experience in financial services and advanced Excel skills preferred, but all backgrounds welcome.
The predicted salary is between 40000 - 50000 £ per year.
We’re seeking a future team member for the role of Senior Associate, Client Documentation to join our UK Transfer Agency team. This role is located in Manchester, UK – HYBRID.
Responsibilities
- Conduct oversight of work processed in our operational processing centers to ensure all client service standards are met/exceeded.
- This work may include managing change, records maintenance, payments, reconciliation of invoices 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, owning the review and maintenance of relevant procedures with our print vendor.
- Support the operations manager with daily workflow management, training, and development within the team, and participate in periodic reviews and audits with internal and external stakeholders.
- Ensure all work is processed in line with clients’ regulatory requirements including CASS, COLL, COBS, DISP, GDPR and Consumer Duty as applicable.
Qualifications
- Combination of education, training, and experience that demonstrates the ability to perform the responsibilities of the role.
- A bachelor's degree may be beneficial, but not necessarily required.
- 5‑7 years of total work experience preferred but we will consider less experienced candidates.
- Experience in a financial services operational area and/or oversight preferred.
- Advanced Excel skills, data analysis and data mapping experience preferred.
- VBA knowledge is an advantage but not essential.
- Willingness to develop personal skills in AI/Digital Tools preferred.
Benefits
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 to support your life’s journey, including generous paid leaves, paid volunteer time, and health, resilience, and financial goal‑support programs.
Equal Employment Opportunity
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans.
Associate, Shareholder Services II employer: BNY Mellon
Contact Detail:
BNY Mellon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Shareholder Services II
✨Tip Number 1
Network like a pro! Reach out to current employees at the company through LinkedIn or other platforms. A friendly chat can give us insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching the company’s values and recent projects. We want to show that we’re not just interested in the role, but also in how we can contribute to their mission.
✨Tip Number 3
Practice common interview questions with a friend or in front of a mirror. We need to be confident and articulate about our experience, especially in financial services and operational roles.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email can keep us on their radar and show our enthusiasm for the position. Plus, it’s a nice touch!
We think you need these skills to ace Associate, Shareholder Services II
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant experience in financial services and operational roles, as well as your advanced Excel skills.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Associate role. Share specific examples of how you've handled operational queries or improved processes in previous jobs.
Showcase Your Data Skills: Since data analysis is key for this role, mention any experience you have with data mapping or using digital tools. If you’ve dabbled in VBA, don’t forget to include that too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups.
How to prepare for a job interview at BNY Mellon
✨Know Your Stuff
Make sure you understand the key responsibilities of the Associate, Shareholder Services role. Brush up on your knowledge of operational processing, client service standards, and regulatory requirements like CASS and GDPR. This will show that you're not just interested in the job, but that you’re ready to hit the ground running.
✨Showcase Your Experience
Prepare to discuss your previous work experience, especially if it relates to financial services operations. Think of specific examples where you've managed change or resolved operational queries. This will help demonstrate your problem-solving skills and ability to drive continuous improvement.
✨Excel at Excel
Since advanced Excel skills are preferred, be ready to talk about your experience with data analysis and mapping. If you have any examples of how you've used Excel to improve processes or analyse data, share those stories. It’ll highlight your technical skills and your analytical mindset.
✨Be Ready to Learn
Express your willingness to develop personal skills, especially in AI and digital tools. Companies love candidates who are eager to grow and adapt. Mention any relevant courses or self-study you've done, as this shows initiative and a forward-thinking attitude.