Overview

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of Senior Representative, Cash Processing to join our AIS Investor Services team. This role is located in Wroclaw- HYBRID

Department/Team overview                                                                            

The Shareholder Services team respond to requests and queries from mutual clients which are received via phone, email, or written postal enquiry. Escalate errors as and when appropriate. The team are responsible for maintaining and ensuring that we meet our agreed KPIs with our clients. We are responsible for providing a fast, efficient, accurate service with a limited number of handoffs to ensure the shareholder needs are met and aligned with Client expectations and regulatory requirements.

As our team supports processes for investors across the globe, our working hours may vary, and we appreciate your flexibility.

In this role, you’ll make an impact in the following ways:

• Receipt and Processing of fund orders including interaction and reporting to Management Companies, Trustees, External Clients within all service level agreements.
• Review trade requests for proper legal requirements prior to inputting the trades into the record keeping system
• Process various financial and non-financial requests within required timeliness
• Maintain up-to-date knowledge of financial services and specific knowledge of legislation and regulations
• Ensure that all functions are monitored and regulatory requirements are adhered to
• Escalation of any issues or queries to the Manager
• May review and check work of other Client Processing Support staff and help resolve escalated issues
• Support and embrace company values
• Suggest improvements to controls, procedures and systems in the area on an ongoing basis.
• Any additional tasks or project work assigned to you by the Manager.

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

• Bachelor’s degree or the equivalent combination of education and experience is required
• Strong Microsoft Office skills
• Experience in Banking Operations or Transfer Agency (will be an advantage)   
• Excellent numerical skills
• Ability to interpret a variety of instructions  
• Must be detail oriented, organized, self-motivated and able to handle multiple priorities to meet deadlines  
• Ability to communicate transparently and professionally with internal/external stakeholders at all levels, both orally and in writing.
• Quick to develop new skills and a pro-active approach to learning and training.
• Fluent in written and spoken German is essential for this role.
• very good command of English required.

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

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP’s Climate Change ‘A List’

Our Benefits:

BNY Mellon 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.

BNY Mellon 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.