Associate, Client Processing I

Job title:

Associate, Client Processing I

Company:

BNY (Poland) Sp. z o.o.

Job description

Associate, Client Processing IAssociate, Client Processing IOverviewAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.We’re seeking a future team member for the role of Associate, Client Processing I to join our AIS Investor Services team. This role is located in Wroclaw- HYBRID. Title in the contract: Associate, Client Processing I.The Client Processing team respond to requests from mutual fund shareholders via phone, email or other mechanisms to provide information, make updates to shareholder accounts, correct or escalate errors as appropriate. Team is also maintaining the shareholder satisfaction and providing fast, efficient, accurate service with a limited number of handoffs to ensure shareholder needs are met and aligned with Client expectations and regulatory requirements.In this role, you’ll make an impact in the following ways:

  • Pro-actively formulate proposals to improve systems, procedures, reporting and contribute to updates to policies via providing feedback
  • Assist and/or conduct trainings related to the process
  • Maintain data in the TA platforms/systems
  • Send and respond to internal queries
  • Escalation of any issues or queries to the Manager
  • Prepare reporting to Clients and investors through the appropriate and dedicated TA platform
  • Answer/reply queries received vie email, phone or webchat in an efficient and professional manner
  • Any additional tasks or project work assigned to you by the Manager

To be successful in this role, we’re seeking the following:

  • BS degree in a business-related field preferred,
  • 2-3 years of total work experience; experience in financial services preferred
  • Strong Microsoft Office skills, with a focus on Excel.
  • Superior oral and written communication skills.
  • Ability to multi-task, manage multiple projects and meet deadlines.
  • Excellent analytical, organizational and time management skills
  • High level of accuracy and professionalism
  • English fluency required

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024

, Disability: IN – 100% score, 2023-2024 * “Most Just Companies”, Just Capital and CNBC, 2024

  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:BNY 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, including paid volunteer time, that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.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 helping clients 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 more than 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: bnymellon.com/careers.

Expected salary

Location

Wrocław, dolnośląskie

Job date

Sat, 28 Dec 2024 23:09:45 GMT

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