Associate, Investor Services Operations
2 weeks ago
Senior Associate, Client Processing Oversight Location: Manchester, UKRole: Senior Associate, Client Processing Oversight – part of the UK Transfer Agency team. Role Overview This role drives operational excellence across client processing for Transfer Agency functions. Key duties include transaction processing, records maintenance, payment and reconciliation activities, as well as analysis of operational data to monitor performance and drive continuous improvement. The Senior Associate supports the Operations Manager with workflow management, training, development, and participates in periodic reviews and audits with internal and external stakeholders. All activities are performed in compliance with regulatory requirements such as CASS, COLL, COBS, DISP, GDPR and Consumer Duty. Responsibilities Conduct oversight of operational processing, ensuring client service standards are met or exceeded. Investigate and resolve day‑to‑day operational queries, issues and incidents. Perform reconciliations, record maintenance and payment processing with high accuracy. Maintain and refine procedures, guidelines, and checklists for Transfer Agency activities. Support workflow management, training, and development within the team. Participate in periodic role‑specific reviews and audits with internal and external stakeholders. Analyze data to monitor performance and recommend continuous‑improvement initiatives. Qualifications Experience in settlement and payments operations or related financial services operational roles. Knowledge of CASS and other relevant regulatory frameworks. Hands‑on experience performing reconciliations, ensuring accuracy and compliance. Strong analytical and data‑driven mindset. Preferred: willingness to develop personal skills in AI/Digital Tools. Benefits BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. Our benefits include flexible global resources, generous paid leave (including paid volunteer time), and a robust pay‑for‑performance philosophy designed to support your personal resilience and financial goals. BNY is a leading global financial services company that leverages cutting‑edge AI and breakthrough technologies to deliver transformative solutions for clients worldwide. Equal Employment Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer – underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans are encouraged to apply. #J-18808-Ljbffr
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Senior Associate, Investor Services Operations
2 weeks ago
Manchester, United Kingdom BNY Full timeSenior Associate, Investor Services Operations 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial...
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Investor Services Ops Senior Associate – UK
2 weeks ago
Manchester, United Kingdom BNY Full timeA leading global financial services company is seeking a Senior Associate for their Investor Services Operations in Manchester, UK. This role entails conducting oversight of operational processes, resolving queries, ensuring compliance with regulatory requirements, and developing guidelines. The ideal candidate will have experience in settlement and payments...
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Financial Services Administrator
1 week ago
Manchester, United Kingdom Interactive Investor Full timeWHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching...
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Manchester, United Kingdom Interactive Investor Full timeWHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching...
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Senior Associate, Investor Services Operations
2 weeks ago
Manchester, United Kingdom BNY Full timeJob DescriptionAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate...
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Senior Associate, Investor Services Operations
2 weeks ago
Manchester, United Kingdom BNY Full timeJob DescriptionAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate...
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Manchester, United Kingdom BNY Full timeAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients,...
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Manchester, United Kingdom BNY Full timeAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients,...
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Customer Service Representative
1 week ago
Manchester, United Kingdom Interactive Investor Full timeWHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching...
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Customer Service Representative
1 week ago
Manchester, United Kingdom Interactive Investor Full timeWHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching...
