BNY Pershing
Specialist, Shareholder Services
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Specialist, Shareholder Services
Shareholder Services | Securities Operations | Transaction Taxes | SDRT | Stamp Duty | CREST | Investment Operations | Client Service
📍 Manchester, UK (Hybrid)
💼 Permanent | Excellent salary + bonus + benefits
🏦 BNY – Wealth Services Operations
About the Company
Join one of the world's leading financial services organisations, supporting clients across global markets through market-leading custody, clearing, wealth and asset servicing solutions.
BNY operates at the heart of the global financial system, providing technology-enabled investment services to wealth managers, financial advisers, broker-dealers and institutional clients across global markets.
The Manchester Wealth Services Operations team plays a critical role in supporting investment processing, shareholder services, settlement, tax and regulatory activities for clients across the UK, Ireland and international markets.
About the Role
An exciting opportunity has arisen for a Specialist, Shareholder Services to join BNY's Wealth Services Operations team in Manchester.
This role sits within a specialist operational function responsible for the accurate processing, investigation and reconciliation of transaction taxes and shareholder-related activities across the investment lifecycle.
You will play an important role in ensuring accurate treatment of SDRT, UK and Irish Stamp Duty and Financial Transaction Taxes, while supporting regulatory requirements, client servicing and operational controls.
The role will involve working closely with internal operations teams, clients, custodians, central securities depositories and regulatory stakeholders to investigate exceptions, process payments and reclaims, and ensure transactions are completed accurately and within required deadlines.
We're looking for someone with strong attention to detail, an analytical mindset and an understanding of securities operations, settlement or transaction taxes. Experience with CREST, SDRT, Stamp Duty, Euroclear or investment operations would be particularly relevant.
This is an excellent opportunity for someone looking to develop specialist expertise within a global financial institution while gaining exposure to securities processing, transaction taxes, regulatory operations and client service.
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What You'll Be Doing
As a Specialist, Shareholder Services, you'll be responsible for:
- Analysing and processing transaction tax information across the trade lifecycle
- Supporting the accurate treatment of SDRT and Stamp Duty on UK and Irish transactions
- Verifying daily stamp duty nominal balances between operational extracts and internal systems
- Investigating and resolving SDRT and Stamp Duty exceptions
- Creating and processing payments in line with HMRC and Revenue Commissioner deadlines
- Investigating and preparing SDRT and Stamp Duty reclaim submissions
- Processing reclaimed SDRT and Stamp Duty funds
- Accounting for stamp duty on rolling unpaid CREST items across UK and Irish markets
- Monitoring client inputs to ensure regulatory and operational requirements are met
- Reviewing trade and stamp duty information received from Central Securities Depositories
- Processing Euroclear SDRT reclaims
- Reviewing client eligibility and entitlements relating to transaction tax exemptions
- Completing daily French, Italian and Spanish Financial Transaction Tax reconciliations
- Investigating discrepancies and resolving operational exceptions
- Maintaining accurate records and ensuring appropriate operational controls are followed
- Providing product knowledge and technical assistance to colleagues and internal stakeholders
- Communicating with clients by telephone and email where required
- Supporting continuous improvement and process optimisation initiatives
What We're Looking For
We're keen to speak with candidates who have:
- Experience within securities operations, investment operations, shareholder services or financial services operations
- Strong attention to detail and the ability to work accurately with large volumes of transactional data
- Experience investigating and resolving operational exceptions
- Understanding of transaction processing and the securities trade lifecycle
- Strong analytical and problem-solving skills
- Experience working with clients or internal stakeholders
- Excellent written and verbal communication skills
- Ability to take ownership of assigned work and deliver within deadlines
- Ability to adapt to change and use initiative when resolving operational challenges
- Intermediate knowledge of Microsoft Office, particularly Excel, Word, Access and Outlook
- Strong organisational and time-management skills
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Desirable Experience
- SDRT
- UK Stamp Duty
- Irish Stamp Duty
- Financial Transaction Tax / FTT
- CREST settlement
- Euroclear
- Central Securities Depositories (CSDs)
- Securities settlement
- Transaction tax processing
- Tax reclaims
- Client exemptions
- Reconciliations
- Exception management
- Shareholder services
- Custody operations
- Asset servicing
- Investment operations
- Wealth management operations
- Regulatory operations
- Static data
- Trade lifecycle processing
Typical Backgrounds
We'd particularly like to speak with professionals currently working within:
- Shareholder Services
- Securities Operations
- Investment Operations
- Custody Operations
- Asset Servicing
- Fund Services
- Wealth Operations
- Securities Settlement
- Trade Operations
- Middle Office Operations
- Transaction Processing
- Financial Services Operations
- Banking Operations
- Investment Management Operations
- Transfer Agency
- Fund Administration
About You
You'll be a detail-oriented and proactive operations professional who enjoys working in a controlled, deadline-driven financial services environment.
You'll be comfortable investigating discrepancies, working with transactional data and communicating with clients and internal stakeholders to resolve operational issues.
You will have a strong sense of ownership and be able to manage competing priorities while maintaining accuracy and quality.
If you have experience with SDRT, Stamp Duty, CREST, securities settlement, reconciliations or shareholder services, this could be an excellent opportunity to further develop your career within a leading global financial institution.
Eligibility
❗ Applicants must have full, unrestricted right to work in the UK.
❗ Sponsorship is not available now or in the future.
How to Apply
👉 Click "Apply" via LinkedIn
📧 award@atriumglobal.com
💬 Or send me a direct message for a confidential discussion about the opportunity.
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