Associate, Investor Services Operations Representative I

Associate, Client Processing Oversight – UK Transfer Agency Operations

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

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 – HYBRID.

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
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.