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 culture of excellence.
- Benefits: Competitive pay, flexible resources, generous leave, and wellness programs.
- Other info: Great career growth opportunities and a commitment to diversity and inclusion.
- Why this job: Make an impact in a hybrid role while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong Excel skills preferred; training provided.
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.
Specialist Shareholder Services II in Manchester employer: BNY Mellon
At BNY, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters growth and development within our Manchester-based UK Transfer Agency team. Our commitment to employee wellbeing is reflected in our competitive compensation packages, generous paid leave, and access to resources that support both personal and professional journeys. Join us to be part of a collaborative environment where your contributions are valued, and you can thrive in your career while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Specialist Shareholder Services II in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BNY Mellon. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Specialist Shareholder Services II in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BNY Mellon.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BNY Mellon's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BNY Mellon
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BNY Mellon.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BNY Mellon will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BNY Mellon employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
