Convergex
Specialist, Client Processing Representative
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Specialist, Client Processing Representative
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, Client Processing Oversight to join our UK Transfer Agency team. This role is located in Manchester, UK.
In this role, you’ll make an impact in the following ways:
- 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.
- 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.
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To be successful in this role, we’re seeking the following:
- Combination of education, training, and experience that demonstrates the ability to perform the responsibilities of the role. A bachelor's degree may be beneficial, but not necessarily required.
- 3-5 years of total work experience preferred but we will consider less experienced candidates.
- Experience in a financial services operational area and/or client services preferred.
- Willingness to develop personal skills in AI/Digital Tools preferred.
BNY, our culture speaks for itself. Here’s a few of our 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.
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BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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.
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