BNY
Specialist, Client Processing Representative
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Associate, Client Processing Oversight – UK Transfer Agency Team (Manchester, UK)
About BNY Mellon
At BNY Mellon, our culture fosters innovation, employee 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. Our teams leverage cutting-edge AI and breakthrough technologies to collaborate with clients, delivering transformative solutions that reshape industries and improve communities worldwide.
Recognised as a top destination for innovators, BNY Mellon is where bold ideas meet technology and talent. Together, we power the future of finance—join us and be part of something extraordinary.
The Role: Associate, Client Processing Oversight
About the Team
Our UK Transfer Agency team in Manchester is seeking a proactive Associate to join our Client Processing Oversight function.
Key Responsibilities
- Operational Oversight & Compliance:
- Conduct oversight of transaction processing, records maintenance, payments, reconciliations, and other Transfer Agency processes to ensure adherence to high client service standards.
- Monitor compliance with regulatory requirements, including CASS, COLL, COBS, DISP, GDPR, and Consumer Duty.
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Problem-Solution & Performance Improvement:
- Investigate, analyse, and resolve day-to-day operational queries, incidents, and efficiency issues.
- Review data and performance metrics to identify trends and propose continuous improvement strategies.
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Process Development:
- Develop, maintain, and update procedures, guidelines, and checklists to optimise client-facing processes in the Transfer Agency.
What We’re Looking For
Experience & Qualifications
A combination of education, training, and experience that demonstrates your ability to perform the role successfully—formal qualifications (e.g., a bachelor’s degree) are beneficial but not mandatory.
- Preferred:
- 3–5 years of total work experience (Versatile candidates with less experience will be considered).
- Experience in financial services operations or client services (ideal, but not strictly required).
- Willingness to develop skills in AI/digital tools (an asset).
Why Join BNY Mellon?
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Our Culture & Recognition
BNY Mellon is proud to be a true innovator, reflected in our recent awards:
- America’s Most Innovative Companies (Fortune, 2025)
- World’s Most Admired Companies (Fortune, 2025)
- Most Just Companies (Just Capital & CNBC, 2025)
Compensation & Benefits
- Highly competitive pay, aligned with our pay-for-performance philosophy.
- Flexible resources & global tools to support your professional and personal goals.
- Comprehensive benefits, including:
- Access to health and well-being programs.
- Opportunities for personal development and financial planning.
- Generous paid leaves, such as paid volunteer time, to support key life moments.
- Strong culture of equity, diversity, and inclusion, ensuring a welcoming environment.
Commitment to Inclusion
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. We are dedicated to fostering an inclusive workplace for:
- Underrepresented racial and ethnic groups
- Females
- Individuals with disabilities
- Protected veterans
Join us and be part of defining the future of financial innovation.
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