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Team Lead, Client Processing
5 months ago
**About the role**:
Client Processing - S7Supervises/manages the day-to-day operations of a small
- to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution.
**Responsibilities**:
- Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks.
- Serves as first line supervisor for assignment of tasks and resolution of issues.
- Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
- Ensures the volume of work produced meets product/service standards and exceeds quality standards, and is properly reviewed and documented.
- Provides product knowledge and technical assistance on moderately complex problems.
- Acts as the teams initial point of contact for issues requiring escalation.
- Participates in the recruiting process. Instructs, assigns, directs and reviews the work of client processing analysts.
- Prepares performance reviews and provides ongoing feedback to staff.
- Supervises/manages a small client processing team.
- May be responsible for specific supervisory review and approval actions.
- Helps develop and contributes to the achievement of team objectives.
- Associates degree in a related discipline or equivalent combination of education and experience is required.
**Qualifications**:
- Bachelors degree preferred.
- 7 plus years of technical and management experience preferred.
- Experience in the securities or financial services industry a plus.
- 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, clients and 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.
**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, clients and 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.
