Associate, Shareholder Services II

Description:

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre 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 Documentation 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 centres to ensure all client service standards are met/exceeded. This work may include managing change, records maintenance, payments, reconciliation of invoices 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, owning the review and maintenance of relevant procedures with our print vendor.  

Support the operations manager with daily workflow management, training, and development within the team, and participate in periodic reviews and audits with internal and external stakeholders 

Ensure all work is processed in line with clients’ regulatory requirements including CASS, COLL, COBS, DISP, GDPR and Consumer Duty as applicable 

 

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. 

5-7 years of total work experience preferred but we will consider less experienced candidates. 

Experience in a financial services operational area and/or oversight preferred. 

Advanced Excel skills, data analysis and data mapping experience preferred 

VBA knowledge is an advantage but not essential 

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, 2024 

World’s Most Admired Companies, Fortune 2024 

Human Rights Campaign Foundation, Corporate Equality Index, 100% score, (Apply online only) 

, Disability: IN – 100% score, (Apply online only) 

“Most Just Companies”, Just Capital and CNBC, 2024 

Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 

Bloomberg’s Gender Equality Index (GEI), 2023 

 
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.  

 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans