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- Tasks: Lead investigations into regulatory breaches and enhance operational efficiency in Transfer Agency.
- Company: Join BNY, a global leader in financial services, shaping the future of finance with innovation.
- Benefits: Enjoy competitive pay, flexible resources, generous leave, and a focus on wellbeing.
- Why this job: Be part of a culture that values innovation, inclusion, and personal growth while making a real impact.
- Qualifications: Experience in financial services or governance is preferred; a degree is a plus but not essential.
- Other info: Located in Manchester, this role offers a chance to work with cutting-edge AI technologies.
The predicted salary is between 36000 - 60000 £ per year.
Title in the contract: Senior Associate, Client Processing
At BNY, our culture allows us to run our company better and enables employees\’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world\’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We welcome you to apply When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company.
We\’re seeking a future team member for the role of Dealing Support Supervisor to join our Fund Dealing team. Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. This role is located in Manchester.
In this role, you\’ll make an impact in the following ways:
- Supervising a small team of Dealing Support employees
- Responsible for ensuring all BAU tasks are completed on time and in line with the SLD
- Acting as the day-to-day liaison and point of contact on all Dealing Support matters
- Proactively setting up static data in order for Fund Dealing STP to operate at the highest level
- Processing and tracking Alternative Fund Deals that do not flow through the deal book
- Co-ordinating reconciliations and ensuring that all daily and other breaks are resolved within required timescales
- Responding to client and FM/TA queries in a timely manner
- Co-ordinating all internal deal submissions to facilitate the correction of internal/client errors
- Regularly monitor inbox for client cancellation requests
- Process re-opens for clients needing to amend trades
- Acts as cover for sourcing fund prices
- Testing for releases, functional changes, and ad-hoc testing which can include weekend and early morning tests
- Ensures Team\’s procedures are reviewed & accurately updated
To be successful in this role, we\’re seeking the following:
Essential:
- Must have experience of team and performance management
- Must be skilled in Microsoft Excel including confident use of formulas, lookups and pivot tables
- Must have experience of producing documentation of a management standard and running initiatives/responsibilities independently.
- Must have excellent written and verbal communication skills and experience of phone based liaison
Desirable:
Desirable – Fund/Financial services experience
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here\’s a few of our recent awards:
- America\’s Most Innovative Companies, Fortune, 2025
- World\’s Most Admired Companies, Fortune 2025
- \\\”Most Just Companies\\\”, Just Capital and CNBC, 2025
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.
This is a talent pipeline posting and does not represent any one particular job opening. By applying to this pipeline requisition, your interest will be reviewed for multiple potential openings based upon your background and disclosed work preference.
Senior Associate, Client Processing employer: BNY Mellon
Contact Detail:
BNY Mellon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate, Client Processing
✨Tip Number 1
Familiarise yourself with the regulatory frameworks mentioned in the job description, such as CASS, COLL, and GDPR. Understanding these regulations will not only help you in interviews but also demonstrate your commitment to compliance and governance.
✨Tip Number 2
Showcase your analytical skills by preparing examples of how you've used data to drive improvements in previous roles. Be ready to discuss specific KPIs you've tracked and how your insights led to positive changes.
✨Tip Number 3
Network with professionals in the financial services sector, especially those involved in Transfer Agency operations. Engaging with industry peers can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 4
Stay updated on the latest trends in AI and digital tools relevant to financial services. Being knowledgeable about these technologies will show your willingness to adapt and innovate within the role.
We think you need these skills to ace Senior Associate, Client Processing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services operations and governance. Use keywords from the job description to demonstrate that you meet the specific requirements of the Senior Associate role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of regulatory requirements like CASS, COLL, and GDPR. Explain how your skills and experiences align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise any experience you have with AI or digital tools, as this is preferred for the role. Mention specific projects or tasks where you've successfully implemented these technologies.
Proofread Your Application: Before submitting, carefully proofread your application materials for spelling and grammatical errors. A polished application reflects attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at BNY Mellon
✨Understand Regulatory Requirements
Familiarise yourself with the key regulatory frameworks relevant to the role, such as CASS, COLL, and GDPR. Being able to discuss these regulations confidently will demonstrate your knowledge and readiness for the position.
✨Showcase Your Analytical Skills
Prepare to discuss your experience in producing and analysing management information reports. Highlight specific examples where you've tracked KPIs or identified trends that led to improvements in operations.
✨Emphasise Continuous Improvement
Be ready to talk about how you've contributed to the design and effectiveness of business controls in previous roles. Share instances where your initiatives led to compliance enhancements or operational efficiencies.
✨Express Willingness to Learn
Since the role values personal development in AI and digital tools, express your enthusiasm for learning new technologies. Mention any relevant courses or self-study you've undertaken to improve your skills in this area.