Full-Time

Senior Specialist

Client Processing

BNY

BNY

Global asset management and financial advisory

No salary listed

Manchester, UK

In Person

Category
Finance & Banking (1)
Required Skills
Word/Pages/Docs
iOS/Swift
Excel/Numbers/Sheets
Requirements
  • Experience in dealing with clients over the phone and written (email)
  • Proven track record of delivering excellent client service
  • Ability to adapt to change and use initiative to overcome challenges
  • Must have intermediate knowledge of Microsoft Office products (specifically Word, Excel, Access, Outlook)
  • Understanding of UK and International market settlement required
  • Use of SWIFT messaging software required
  • Ability to reconcile complex movements in cash and stock against local agents
  • Experience in managing and running a team of people
  • Ability to compile and track management information
Responsibilities
  • Record and reconcile settlement posting and positions between our in house system and the real world
  • Build strong and detailed System and Process knowledge to resolve complex reconciliation issues between systems.
  • Ensure all settlement queries are accurately allocated and responded to
  • Review and publish settlement fails and reconciliation reporting showing excellent attention to detail and foresight
  • Build and maintain good relationships with various external Custodian, Agent Banks, CSDs and CCPs
  • Work closely with internal teams to provide excellent client service
  • Foster good internal relationships to ensure that issues are dealt with timely and accurately
  • Monitor resolution of breaks and challenge and escalate when necessary
  • Completing root cause analysis of errors within settlements departments to identify appropriate solutions
  • Cross train other team members as required to ensure full task coverage
  • Demonstrate Risk Management awareness and escalate accordingly
  • Understand and monitor the department operational controls and procedures to keep up to date
  • Provide administration functions such as Mailbox management & data collation
  • Ensuring that training materials and matrices are kept up to date in all aspects of the role
  • Proactively seek opportunities to improve processes
  • Positively adapt to change in Systems or processes
  • Manage team resourcing
  • Work on functional changes through project streams, feeding back detail to management
  • Provide MI on key metrics around settlements life cycle and supporting tasks
  • Complete work review and approvals

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

Simplify Jobs

Simplify's Take

What believers are saying

  • Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
  • Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
  • Liontrust outsources trading to BNY's solutions across 100 global markets.

What critics are saying

  • BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
  • Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
  • Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.

What makes BNY unique

  • BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
  • BNY provides multi-generational family office services for complex holdings management.
  • BNY offers global custody and tailored lending for high-net-worth individuals.

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Your Connections

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.