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Opportunities in Transfer Agency

1 miesiąc temu


Wrocław, Województwo dolnośląskie, Polska THE BANK OF NEW YORK MELLON CORPORATION Pełny etat

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services. As a global leader in the financial services industry, BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.

Our Transfer Agency department is responsible for maintaining the shareholder register of all the investors throughout the entire relationship of these investors in the fund.

Available roles:

  • Associate, Client Processing II
  • Senior Associate, Client Processing
  • Vice President, Client Processing Manager I

Key responsibilities:

  • Performs routine and non-routine client service and transactional support functions
  • Provides analytics and reporting services, working to improve and automate transaction processing systems
  • Advises organizational units/teams to ensure timely delivery of service, or resolution of issue
  • Provides direction to lower-level service roles in the successful delivery of support or service
  • Processes account related transactions per scheduled events/client authenticated direction
  • Answers inquiries and resolves problems or issues
  • Assesses needs and suggests/promotes alternative approaches to service models
  • Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions
  • Solves problems based on an understanding and knowledge of the intricacies of the system
  • Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients
  • Manages situations which may require adaptation of response or extensive research according to internal or external client response

Requirements:

  • Bachelor's degree or the equivalent combination of education and experience is required
  • Years of total work experience, preferred in corporate environment
  • Experience in brokerage processing is preferred

BNY Mellon 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 that can support you and your family through moments that matter.

This is a general requisition, the exact role will be determined during the application process; you will be aligned to a role that best matches your interests and skills.