Senior Associate, Investor Services Operations
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Job Description
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 Senior Associate, Client Processing Oversight to join our UK Transfer Agency team. This role is located in Manchester, UK.
Responsibilities
- 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, owning the review and maintenance of relevant procedures.
- 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.
- Develop and maintain procedures, guidelines, and checklists for Transfer Agency.
Qualifications
- 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.
- Experience in a financial services operational area and/or oversight preferred.
- Willingness to develop personal skills in AI/Digital Tools preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Recent Awards
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.
Seniority level
Associate
Employment type
Full-time
Job function
General Business, Management, and Business Development
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Contact Detail:
BNY Recruiting Team