Senior Associate, Client Service
4 months ago
Overview
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Senior Associate, Client Serviceto join our Regulatory, Risk Oversight and Business Support team team. This role is located in Poole.
**In this role, you’ll make an impact in the following ways**:
**Regulatory**:
Monthly CASS RP tasks, Council Meetings and KRI production
Monthly CMAR reporting
Oversight of the External Monthly Reconciliation
The CASS Control Testing
Bank of England reporting
**Risk**:
Risk and Control oversight and reporting
Operational Risk Events oversight and reporting
KRI & KPI metric oversight and reporting
Centralised control checks
Audit oversight and reporting
**Business Administration Support**:
Data Privacy oversight and reporting
Record Management oversight and reporting
Client Complaints oversight and reporting
Corporate Policy Impact analysis
Monthly metric reporting and business reviews
Third Party Governance - Inter Affiliate oversight and reporting
**To be successful in this role, we’re seeking the following**:
Ability to work under pressure, to tight deadlines and with a sense of urgency
Good Time Management
Good attention to detail
Ability to think logically and outside the box
Use own initiative
Good Communication Skills, proficient using phone and MS teams
Confident using MS Office e.g., Outlook, Excel
Responsible for the quality and completion of own work.
Helps develop and contributes to the achievement of team objectives.
Ability to monitors data feeds and performs data scrubbing.
Able to participates in identifying and documenting violations, exceptions, or occurrences exceeding tolerance thresholds.
Ability to add and maintains data on BNY Mellon's systems; inputs and verifies accuracy of information.
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg’s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
**Best Places to Work for Disability Inclusion, Disability**: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
CDP’s Climate Change ‘A List’
Forbes Blockchain 50
**Our Benefits**:
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.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
**Employer Description**:
-
Senior Associate, Client Service
4 months ago
Poole, United Kingdom The Bank of New York Mellon Corporation Full time**_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top...
-
Client Support Associate
1 week ago
Poole, Poole, United Kingdom Mazars Full time{"About the Role": "We are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide administrative support to our Financial Planners, internal departments, and external providers. Your primary responsibilities will include processing investment applications,...
-
Client Support Associate
1 week ago
Poole, Poole, United Kingdom Mazars Full time{"About the Role": "We are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide administrative support to our Financial Planners, internal departments, and external providers. Your primary responsibilities will include processing investment applications,...
-
Client Support Associate
4 months ago
Poole, United Kingdom Mazars Full timeClient Support Associate – Private Client Are you looking to make an impact in our support team? Are you looking to develop your knowledge in business administration? And are you looking for open, engaged and collaborative teams? Then apply to the role today! About the team ‘I have been with Mazars for just over 7 years and during that time...
-
Client Support Associate
3 months ago
Poole, United Kingdom Mazars Full time**Client Support Associate - Private Client** **About the team** - ‘I have been with Mazars for just over 7 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. ‘ (Andrew Milligan, Associate Director)._ To provide seamless, effective and...
-
Client Support Associate Role
3 days ago
Poole, Poole, United Kingdom Mazars Full timeAbout the RoleWe are seeking a highly skilled and organized Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our clients, ensuring they receive tailored financial planning, wealth management, and tax advice.About the TeamOur team is...
-
Client Support Associate Role
3 days ago
Poole, Poole, United Kingdom Mazars Full timeAbout the RoleWe are seeking a highly skilled and organized Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our clients, ensuring they receive tailored financial planning, wealth management, and tax advice.About the TeamOur team is...
-
Senior Representative, Client Service
3 months ago
Poole, United Kingdom BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...
-
Senior Nurse Leader
3 weeks ago
Poole, Poole, United Kingdom PARK Senior Villas Chandler Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Registered Nurse to join our clinical team at PARK Senior Villas Chandler. As a Senior Nurse Leader, you will play a key role in providing exceptional patient care and leading our team of nurses and care professionals.Key ResponsibilitiesLead the nursing team and ensure the delivery of...
-
Private Client Tax Senior
4 months ago
Poole, United Kingdom Crowe Watson Recruitment Full timeCrowe Watson Recruitment is excited to offer an outstanding opportunity for a Private Client Tax Senior to join a leading firm of Chartered Accountants in Poole. This role is perfect for an individual who is committed to excellence in the field of tax advisory and compliance services. Our client is a well-established firm that prides itself on delivering...
-
Sales and Customer Service Associate
3 months ago
Poole, United Kingdom Wild Recruitment Full time**Sales and Customer Service Associate** We are looking for an Sales and Customer Associate to join a busy, fast paced and growing company based in Poole. **The Role** - You will be responsible for making outbound calls to lapsed customers - You will be managing existing customers - You will be building a rapport to increase customer loyalty - You will be...
-
Nighttime Guest Services Associate
1 month ago
Poole, Poole, United Kingdom whitbread Full timeJoin Our Team as a Nighttime Guest Services Associate We are excited to announce an opportunity to become a vital part of our hotel team. As a Nighttime Guest Services Associate, you will play a crucial role in ensuring our guests have a peaceful and secure overnight experience. Your calm demeanor and exceptional customer service skills will be key in...
-
Senior Private Client Solicitor
2 weeks ago
Poole, Poole, United Kingdom G2 Legal Limited Full timePrivate Client Solicitor OpportunityAn exciting chance has arisen for a senior Private Client Solicitor to take on a leadership role and drive the success of our Private Client team.We are seeking an accomplished, disciplined, and client-focused Private Client fee earner to join our team in Poole as the Head of Department. This role will involve a range of...
-
Senior Private Client Solicitor
2 weeks ago
Poole, Poole, United Kingdom G2 Legal Limited Full timePrivate Client Solicitor OpportunityAn exciting chance has arisen for a senior Private Client Solicitor to take on a leadership role and drive the success of our Private Client team.We are seeking an accomplished, disciplined, and client-focused Private Client fee earner to join our team in Poole as the Head of Department. This role will involve a range of...
-
Client Servicing Administrator
3 months ago
Poole, United Kingdom Baggette + Co. Wealth Management Full timeCompany DescriptionAt Baggette & Co., we are a leading independent financial advisory firm specialising in private client wealth management. Our team is dedicated to providing exceptional service and building long-term relationships with our clients. As a Chartered firm, we adhere to the highest standards of professionalism and are committed to delivering...
-
Client Servicing Administrator
3 months ago
Poole, United Kingdom Baggette + Co. Wealth Management Full timeCompany DescriptionAt Baggette & Co., we are a leading independent financial advisory firm specialising in private client wealth management. Our team is dedicated to providing exceptional service and building long-term relationships with our clients. As a Chartered firm, we adhere to the highest standards of professionalism and are committed to delivering...
-
Client Servicing Administrator
3 months ago
Poole, United Kingdom Baggette + Co. Wealth Management Full timeCompany DescriptionAt Baggette & Co., we are a leading independent financial advisory firm specialising in private client wealth management. Our team is dedicated to providing exceptional service and building long-term relationships with our clients. As a Chartered firm, we adhere to the highest standards of professionalism and are committed to delivering...
-
Client Servicing Administrator
3 months ago
Poole, United Kingdom Baggette + Co. Wealth Management Full timeCompany DescriptionAt Baggette & Co., we are a leading independent financial advisory firm specialising in private client wealth management. Our team is dedicated to providing exceptional service and building long-term relationships with our clients. As a Chartered firm, we adhere to the highest standards of professionalism and are committed to delivering...
-
Client Servicing Administrator
3 months ago
Poole, United Kingdom Baggette + Co. Wealth Management Full timeCompany Description At Baggette & Co., we are a leading independent financial advisory firm specialising in private client wealth management. Our team is dedicated to providing exceptional service and building long-term relationships with our clients. As a Chartered firm, we adhere to the highest standards of professionalism and are committed to delivering...
-
Transport Planning Associate
2 weeks ago
Poole, Poole, United Kingdom Carrington West Full timeAbout the RoleCarrington West is seeking a highly skilled and experienced Transport Planner to join our team in Poole. As an Associate / Associate Director, you will play a pivotal role in expanding our Development Planning discipline from our existing office.Key ResponsibilitiesDevelop and grow a development planning business from the office in Poole,...