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For Companies At a Glance
- Tasks: Provide top-notch client service and support, handling transactions and problem resolution daily.
- Company: Join BNY, a global leader in financial services, impacting 20% of the world's investable assets.
- Benefits: Enjoy competitive pay, flexible working options, generous paid leave, and wellness programmes.
- Why this job: Be part of an innovative culture that values diversity and social impact while growing your career.
- Qualifications: High school diploma required; bachelor's degree preferred, with 5-7 years of experience in brokerage processing.
- Other info: Hybrid working model available in Manchester; join a company recognised for its inclusive workplace.
The predicted salary is between 28800 - 43200 ÂŁ per year.
Associate, Client Processing Representative I
Join to apply for the Associate, Client Processing Representative I role at BNY
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 is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Associate, Cash Processing/Funds Transfer I to join our Wealth Services Operations team. This role is based in Manchester.
BNY’s Wealth Services platform is a dynamic, next‑generation ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third‑party integrations to streamline operations and empower advisors to deliver personalized, world‑class wealth experiences at unprecedented scale.
In this role, you’ll make an impact in the following ways:
- Manage the daily processing of cash movements by bank clients and confirm validity of transactions with manager in cash processing and relationship managers with connections with clients.
- Monitor client payments, daily cash and wire transactions, and act as first line of defense by addressing flags raised by the transaction system.
- Collaborate with internal teams to resolve transaction discrepancies, demonstrating expertise in transaction processing.
- Maintain accurate records of transactions, utilizing advanced data management skills to support audit and compliance efforts.
- Participate in process improvement initiatives to enhance transaction processing workflows, contributing to operational excellence.
- Provide exceptional service to internal and external clients by addressing inquiries and issues related to cash processing and funds transfers.
- Uphold the principles of teamwork and accountability, fostering a cooperative environment conducive to achieving departmental goals.
To be successful in this role, we’re seeking the following:
- Ability to work with precision and ownership in a high‑volume environment.
- Strong analytical skills with attention to detail in transaction processing.
- Clear, inclusive communication and a commitment to client service.
- Proactive problem‑solving and willingness to learn new tools, including AI‑enabled solutions.
- Teamwork mindset with curiosity to improve processes.
- Experience in transaction management within financial services operations or wealth operations preferred.
- High school/secondary education or equivalent experience required; bachelor’s degree welcomed but not mandatory.
- Several years of total work experience helpful; we value transferable skills and diverse experiences.
- Demonstrable interest in continuous learning and process improvements, including the use of digital tools and AI.
- If you don’t meet every qualification but are excited about the role, we encourage you to apply — you may be the right candidate.
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, Client Processing Representative I employer: BNY
Contact Detail:
BNY Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Client Processing Representative I
✨Tip Number 1
Familiarise yourself with the financial services industry, especially brokerage processing. Understanding the terminology and processes will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former employees of BNY on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and the specific expectations for the Associate, Client Processing Representative I role.
✨Tip Number 3
Prepare for potential interview questions by practising responses that highlight your problem-solving skills and experience in client service. Use examples from your past work to illustrate how you've successfully handled complex situations.
✨Tip Number 4
Research BNY's recent achievements and awards, such as their recognition for innovation and inclusivity. Being knowledgeable about the company's values and successes can help you align your answers with what they prioritise in candidates.
We think you need these skills to ace Associate, Client Processing Representative I
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Associate, Client Processing Representative I position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant work experience, particularly in client service and operational tasks. Use bullet points to make it easy to read and focus on achievements that demonstrate your problem-solving skills.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples from your past experiences that showcase your ability to provide quality client service and handle complex operational tasks.
Proofread Your Application: Before submitting your application, take the time to proofread all documents for spelling and grammatical errors. A polished application reflects attention to detail, which is crucial for the role you are applying for.
How to prepare for a job interview at BNY
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of the Associate, Client Processing Representative I role. Familiarise yourself with tasks like transaction processing, reconciliations, and client account management, as these will likely come up during your discussion.
✨Showcase Your Problem-Solving Skills
Since this role involves resolving complex issues in client accounts, be prepared to discuss specific examples from your past experience where you've successfully identified and solved problems. Highlight your analytical skills and how you approach challenges.
✨Demonstrate Communication Skills
As a primary point of contact for clients, strong communication skills are essential. Practice articulating your thoughts clearly and concisely, and be ready to explain how you would handle client interactions, especially in challenging situations.
✨Research BNY's Culture
BNY prides itself on its inclusive workplace and innovative culture. Familiarise yourself with their values and recent achievements, such as awards for diversity and sustainability. This knowledge will help you align your answers with their corporate ethos during the interview.
