BNY Mellon
Senior Specialist, Client Processing Team Lead
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Senior Specialist, Operations Oversight – UK Transfer Agency Team
Location: Manchester, UK
About BNY Mellon
At BNY, we empower our teams to innovate and excel, fostering a culture that drives personal and professional growth. As a global financial services leader—shape-shifting nearly 20% of the world’s investible assets—we leverage cutting-edge AI and technology to transform industries, support communities, and redefine finance.
Join us at BNY Mellon, where bold ideas, cutting-edge innovation, and exceptional talent combine to shape the future of finance. Discover what #LifeAtBNY has to offer.
About the Role
We are seeking a dynamic Senior Specialist, Operations Oversight to join our UK Transfer Agency team. In this position, you will enforce operational excellence, ensure compliance, and drive performance within our team and processing centres.
Core Responsibilities
You will play a pivotal role in:
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Oversight & Compliance:
- Conduct comprehensive oversight of operational processing centres, ensuring all client service standards are met or exceeded.
- Lift accountability across key processes, including transaction processing, record maintenance, payments, reconciliations, and more, to enhance transfer agency operations.
- Ensure adherence to all regulatory frameworks, including CASS, COLL, COBS, DISP, GDPR, and the Consumer Duty, safeguarding our clients’ compliance.
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Issue Resolution & Continuous Improvement:
- Investigate and swiftly resolve operational queries, issues, and incidents—analysing performance data to drive process optimisation.
- Identify and implement improvements through procedure review and maintenance, ensuring best practices incorporate emerging technologies and methodologies.
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Team & Workflow Support:
- Collaborate with the Operations Manager to support daily workflow management, training, and team development.
- Participate in internal and external audits and reviews with stakeholders to sustain operational integrity.
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Regulatory & Ethical Alignment:
- Garner knowledge of global financial regulations and prioritise processes that align with BNY Mellon’s ethical, transparent, and client-focused principles.
Key Requirements
✔ Qualifications & Experience:
- A blend of formal education, training, and relevant work experience sufficient to fulfill job responsibilities.
- A Bachelor’s degree is advantageous but not mandatory.
- Financial services operational expertise, particularly in areas such as transaction processing or client reporting.
- Experience or eagerness to develop skills in AI, automation, and digital tools.
✔ Essential Competencies:
- Pragmatic decision-making with a client-first mentality, ensuring responsiveness, accuracy, and efficiency.
- Strong analytical and problem-solving skills—empowering data-driven operational enhancements.
- Compliance minded with an ability to evaluate risks and ensure regulatory protocols are effectively followed.
- Collaborative & communicative, excel in teamwork by facilitating knowledge-sharing and supporting peers.
✔ Preferences & Leadership Attributes:
- Knowledge of AI or automated workflows offers an advantage.
- Familiarity with operational auditing/external stakeholder engagement is valuable.
Career Growth & BNY Culture
Join a Powerhouse in Finance
- Shape a career in a company consistently recognised as Innovative (Fortune’s ‘America’s Most Innovative Companies’).
- Part of an esteemed network, BNY Mellon is a leader globally—running and innovating finance.
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Our Commitment to Excellence
BNY embraces a culture built on innovation, diversity, and inclusion. Our employees whether they identify as women, from underrepresented minorities, individuals with disabilities, or veterans, are encouraged and supported in breaking barriers, fostering creativity, and driving change.
Why Work at BNY Mellon?
♻ A Culture of Innovation & Impact:
- Advance within a forward-thinking environment with flexible resources to inspire growth.
- Be part of mission-driven solutions that uplift industries and communities.
🌍 Compelling Benefits & Wellbeing:
- Competitive compensation & performance-based rewards that mirror your contributions.
- Programs to enhance health, mental resilience, and financial wellness.
- Generous paid leaves—including paid volunteer time—supporting personal and family needs.
- Access to global resources catering to every life stage.
🏆 Industry Accolade:
- America’s Most Innovative Companies (Fortune, 2025).
- World’s Most Admired Companies (Fortune, 2025).
- Named “Most Just Companies” (Just Capital & CNBC, 2025).
Equal Opportunity Employer
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. We are committed to a culture that values diversity and opportunities for all—providing equal admissions, staffing, advancement, and treatment within the company without regard to race, colour, religion, marital status, national origin, age, sex, sexual orientation, gender identity, veteran or disability status.
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