BNY
Specialist, Client Processing Representative
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Specialist, Client Processing Representative
Associate, Client Processing Oversight – Transfer Agency Team
About BNY Mellon
At BNY Mellon, our culture fosters excellence, innovation, and personal growth. As a leading global financial services provider at the heart of the world’s financial system, we manage nearly 20% of the world’s investible assets. Daily, our teams leverage cutting-edge AI and digital technologies to collaborate with clients, delivering transformative solutions that shape industries and uplift communities globally.
Recognized as a top destination for innovators, BNY Mellon combines bold ideas, advanced technology, and exceptional talent to reshape the future of finance. Join us and become part of something truly extraordinary.
Learn more about us | Connect on LinkedIn
About the Role
We are seeking a self-motivated and detail-oriented Associate to join our UK Transfer Agency team based in Manchester, UK. In this critical role, you will provide oversight to ensure operational excellence while maintaining compliance and driving efficiency across our financial processes.
Key Responsibilities
- Client Service & Compliance Oversight
Conduct oversight of operational processing (e.g., transactions, records maintenance, payments, reconciliations) to ensure adherence to high client service standards and regulatory requirements, including:
- CASS (Client Asset Regulations)
- COLL (Collection of Reports Regime)
- COBS (Conduct of Business源yolu)
- DISP (Distribution of Financial Products Regulation) – Notice
- GDPR (General Data Protection Regulation)
- Consumer Duty obligations
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Problem-Solving & Process Improvement
- Investigate and resolve day-to-day operational queries, incidents, and performance anomalies
- Analyze data to track metrics, identify trends, and propose actions for continual improvement
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Procedure Development & Maintenance Develop, update, and maintain standard operating procedures, guidelines, and checklists for the Transfer Agency to enhance efficiency and compliance
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Stakeholder Collaboration Work cross-functionally with teams across global processing centers and operational departments to maintain seamless service delivery
About the Team
Our Transfer Agency team is integral to BNY Mellon’s transfer and processing operations. Through a culture of collaboration, innovation, and shared purpose, we ensure the smooth and secure movement of client assets—critical to supporting our clients’ financial journeys.
Join a workplace recognized for excellence:
- Fortune’s "America’s Most Innovative Companies" (2025)
- Fortune’s "World’s Most Admired Companies" (2025)
- "Most Just Companies" (Just Capital/CNBC, 2025)
Requirements
To thrive in this role, we seek candidates with:
- A background in financial services operational areas (e.g., client processing, compliance, payment systems) or a related client services field – experience preferred but not mandatory.
- 3–5 years of total work experience, though well-rounded less experienced candidates will be considered.
- Demonstrated ability to analyse data, problem-solve, and follow regulatory frameworks.
- A hybrid mindset: Willingness to develop skills in AI, digital tools, and process optimisation.
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A bachelor’s degree, while beneficial, is not required.
What We Offer
We believe individuals thrive when empowered, supported, and rewarded. Join BNY Mellon, and:
- Benefit from highly competitive compensation, rooted in our pay-for-performance culture.
- Access flexible global resources to support work-life balance and personal growth.
- Health & Wellbeing: Invest in resilience and financial well-being through expert guidance and support.
- Generous Paid Time Off: Enjoy paid leisure leave, volunteer days, and tailored support for life’s milestones.
- Work in an inclusive environment where diversity and underrepresented talent are celebrated.
BNY Mellon is an Equal Opportunity Employer.
As part of our commitment to diversity and inclusion, we welcome applications from individuals with disabilities and protected veterans. We also openly support underrepresented racial and ethnic backgrounds and women in the workplace.
Ready to make your mark? Join us today.
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