Lead Manager, Client Processing

3 weeks ago


Manchester, United Kingdom eFinancialCareers Full time

**Overview**:

- Manages a small to medium Client Processing team that handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution.
- Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks through other managers or professionals.
- Oversees Client Processing to ensure transactions are handled correctly and timely.
- Utilizes MIS reporting to ensure correct and timely processing.
- Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented.
- Recruits, directs, motivates and develops staff, maximizing their individual contribution, professional development and ability to function effectively with their colleagues as a team.
- Provides input into departmental budgets and planning.
- May develop business plan for team/group operations.
- Manages a Client Processing team.
- Contributes to the achievement of team objectives.
- Bachelors degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience is preferred with at least 0-1 years in management.
- Experience in brokerage processing is preferred.
- Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clientsand communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create,trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helpingclients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and morethan 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: careers.



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