BNY Mellon
Specialist, Client Processing Representative
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Associate, Client Documentation (Transfer Agency) – Manchester, UK
At BNY Mellon (BNY), our culture drives innovation, fosters employee growth, and enables us to shape the future of finance. As a leading global financial services company at the core of the world’s investible assets, we leverage cutting-edge AI and breakthrough technologies to empower bold ideas and transform industries globally. Recognised as an innovation leader, BNY combines advanced technology with exceptional talent to revolutionise financial services—this is #LifeAtBNY.
About the Role
We are seeking an Associate, Client Documentation to join our UK Transfer Agency team based in Manchester, UK.
Primary responsibilities include:
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Providing overarching oversight of operational processes, ensuring all client service standards are consistently met or exceeded. Key tasks include:
- Managing operational change and record maintenance
- Processing payments and reconciliations, including invoices
- Collaborating with the print vendor on procedure reviews and maintenance
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Investigating and resolving day-to-day operational queries while analysing data to track performance metrics and drive continuous improvement—a key duty includes reviewing procedures with our print vendor.
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Assisting the Operations Manager in managing daily workflows, delivering team training/development, and participating in periodic audits and reviews with internal and external stakeholders.
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Ensuring compliance with regulatory requirements, including CASS, COLL, COBS, DISP, GDPR, and Consumer Duty, as applicable.
Key Responsibilities
- Monitor and enforce operational processes to uphold high client service standards.
- Escalate, analyse, and resolve operational incidents while improving workflow efficiency.
- Work closely with the vendor on procedure maintenance and procedural audits.
- Manage day-to-day workflows, coach team members, and oversee training initiatives.
- Comply with all relevant financial regulatory frameworks applicable to client requirements.
About You
To be considered, we’re looking for:
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A combination of education, training, and experience that aligns with the role’s demands.While a Bachelor’s degree is advantageous, it is not mandated.
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5–7 years of relevant experience (preferred, but compact charter individuals will be considered).
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Experience in a financial services operational context or with oversight roles is highly desired.
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Advanced Excel skills, including data analysis and data mapping, are critical.
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A knowledge of VBA programming is a plus but not essential.
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An affinity for upskilling in AI/digital solutions is encouraged.
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Why Join BNY?
A culture built for growth and excellence. We champion innovation, global resources, and a performance-driven approach to work/life balance—supported by:
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Flexible, life-long support tools designed to nurture your professional growth and personal well-being.
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Competitive pay, comprehensive benefits, and generous paid leaves—including paid volunteer time—recognised by industry accolades:
- Fortune’s America’s Most Innovative Companies (2025)
- Fortune’s World’s Most Admired Companies (2025)
- Just Capital/CNBC’s Most Just Companies (2025)
Our Commitment
BNY Mellon is an Equal Opportunity Employer, fostering a diverse and inclusive environment. We celebrate protected voices, including underrepresented racial and ethnic groups, females, individuals with disabilities, and military veterans.
Open to next-level talent—join the #LifeAtBNY revolution. Check BNY News & Updates | Follow on LinkedIn
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