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BNY Mellon (Poland) Sp. z o.o.
Data aktualizacji: 2022-09-29
Wrocław, dolnośląskie
Bankowość, Analiza, Obsługa klienta
Data aktualizacji: 2022-09-29 Aplikuj
BNY Mellon (Poland) Sp. z o.o.
Lead Representative, Client Service
Lead Representative, Client Service

Lead Representative, Client Service


BNY Mellon as a company provide the infrastructure, technology and processing services to help clients navigate the capital Markets. Working with the clients BNYMellon find solutions that make it easier for clients to access these markets around the world. Helping them to do business.

BNY MELLON partners with financial institutions, insurers, governments and not-for profit organizations at all stages of the deal lifecycle management. With global reach and a comprehensive suite of scalable administrative, operational and infrastructure capabilities, BNY Mellon Corporate Trust help clients to drive business growth and maximize efficiency through our core services of trustee, paying agency, custodian, collateral administrator and other fiduciary offerings.

This role is part of a team supporting onshore client service Mangers in Corporate trust providing trustee and agency services to the capital Markets. With a focus on conventional debt, structured debt and project finance to teams based in the UK.


  • Supervises the end-to-end deliverables and overall service quality
  • Manages and plans for daily, weekly and monthly deliverables
  • Allocates and distributes work between assigned employees
  • Acts as the point of contact for the UK Client Service Managers and is a point of escalation for issues and complex situations.
  • Acts as production support to provide deal coverage when necessary.
  • Works with the UK Client Service Mangers to ensure the billing and receivables functions are completed in timely manner
  • Oversees the creation of monthly, quarterly, and annual reports and ensures all information has been recorded
  • accurately.
  • Works in close collaboration with internal and external teams, building relationships
  • Actively contribute to process improvement thorough sharing of ideas and solutions to improve team efficiency and client experience
  • Serves as the technical expert for processes and associated systems
  • Develops and manages training plans for each assigned financial representative
  • Monitors progress of staff training and ensures that courses are being attended and completed
  • Assists Team Leader in building the development plan for each assigned financial representative
  • Supports Team Leader in the management of staff by contributing to Mid-Year and Year End Reviews and participating in the reviews.
  • Provides regular feedback to the Team Leader on performance of each assigned team member.
  • Ensure compliance with all internal policies, department guidelines, and external regulation. 
  • Conducts quality review checks and ensures that breaches are escalated.
  • Oversees the planning and execution of strategic product and service delivery enhancements and client implementation and plan redesign work.


  • Previous experience in Financial Services would be a strong asset
  • Senior specialist level experience
  • Fluent spoken and written English language skills
  • Experience in written client communication
  • Flexibility and ability to multi-task
  • Mathematical aptitude and problem-solving skills
  • Detail oriented, strong organizational skills, and high degree of accuracy

What we can offer for you:

  • Full time contract of employment
  • City Centre locations close to main railway station and flexible working arrangements
  • Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program
  • Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
  • Pension scheme
  • On-site childcare and a parental buddy programme
  • Exciting opportunities for career and global mobility
  • Diverse and inclusive environment
  • Employee Referral Program
  • Recognition programmes
  • A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)

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:


Forma zatrudnienia
Umowa o pracę
Wymiar godzin
Pełny etat
Poziom stanowiska