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BNY Mellon (Poland) Sp. z o.o.
Data aktualizacji: 2022-11-29
Wrocław, dolnośląskie
Data aktualizacji: 2022-11-29 Aplikuj
BNY Mellon (Poland) Sp. z o.o.
Manager, Client Processing
Manager, Client Processing

Manager, Client Processing


The Team Manager is responsible for overseeing all aspects of work performed by the staff of the Investor Services Department.  This includes developing and reviewing the department policies and procedures to ensure compliance with BNYM’s overall policies and procedures.  The Team Manager also work closely with Team Managers across locations to develop and grow the staff.  A strong familiarity with the workings of alternative investments, a demonstrated ability to manage complex projects, and the ability to work effectively with corporate executives, staff members, Investors and Clients are critical to performing their duties.


  • Responsible for the ongoing evaluation of team members, establishing annual Performance Management Programs (targets and deadlines); taking steps where necessary to address gaps in skills through training and mentoring to ensure peak performance for clients
  • Interviewing staff for new/replacement positions, recommending staff for internal promotion and assigning tasks for team members to enhance career opportunities
  • Work with teams in various locations both US, EMEA and APAC
  • Responsible for ensuring the day to day operational requirements are being managed and controlled by staff to achieve all the service level agreements and key performance indicators. These tasks include but are not limited to review of investor and trade processing, trade and document reconciliation, cash reconciliations and various investor/client distributions
  • A key focus of the role is to ensure client initiatives are delivered and strategic planning and action takes place to ensure the future growth and development of the business.
  • Produce reporting for senior management, including standard daily and monthly KPIs.
  • Key focus is to ensure team are operating within the defined outsource operating model
  • Develop and maintain departmental policies and procedures
  • Strong understanding of fund types & structures from an Investor Services perspective - including but not limited to Master Feeders, Limited Partnerships, Share Series, Equalizations, FoHF & UCITs.
  • Proven track record in adding value to an Investor Services team - delivering process improvements and effecting change.
  • Proven track record in managing risk.


  • BS or BA in a business-related field preferred
  • 5-8 years of experience in financial services (Transfer Agency experience would be an advantage)
  • 2-5 years experience managing people
  • Superior oral and written communication skills
  • Proven customer service skills
  • Ability to multi-task, manage multiple projects and meet deadlines
  • Strong Microsoft Office skills

Our offer:

  • 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: