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BNY (Poland) Sp. z o.o.
Data aktualizacji: 2024-07-16
Wrocław, dolnośląskie
Bankowość, Analiza
Praca hybrydowa
Data aktualizacji: 2024-07-16 Aplikuj
Opportunities within Transfer Agency

Opportunities within Transfer Agency


BNY is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

Currently we are looking for specialists to join our AIS Investor Team in Transfer Agency department. 

The Team is responsible for maintaining the shareholder register of all the investors throughout the entire relationship of these investors in the fund.

Available roles:

  • Associate, Client Processing II 
  • Senior Associate, Client Processing
  • Vice President, Client Processing Manager I 

Being part of our Transfer Agency teams, your day-to-day tasks will be related, but not limited to:

  • Performs routine and non-routine client service and transactional support functions
  • Provides analytics and reporting services, working to improve and automate transaction processing systems
  • Advises organizational units/teams to ensure timely delivery of service, or resolution of issue
  • Provides direction to lower-level service roles in the successful delivery of support or service
  • Processes account related transactions per scheduled events/client authenticated direction
  • Answers inquiries and resolves problems or issues
  • Assesses needs and suggests/promotes alternative approaches to service models
  • Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions
  • Solves problems based on an understanding and knowledge of the intricacies of the system
  • Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients
  • Manages situations which may require adaptation of response or extensive research according to internal or external client response
  • May be responsible for allocating and checking work of support team members

To be successful in these roles, we’re seeking the following: 

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • 3-7 years of total work experience, preferred in corporate environment
  • Experience in brokerage processing is preferred.

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 that can support you and your family through moments that matter.

This is a general requisition, the exact role will be determined during the application process; you will be aligned to a role that best matches your interests and skills. 

Employer Description:

For over 230 years, the people of BNY 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: