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 240 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 Intermediate Representative, Shareholder Services to join our AIS Investor Services team. This role is located in Wroclaw- HYBRID. Title in the contract: Associate, Client Processing II.

Department/Team overview                                                                            

With global reach and a comprehensive suite of scalable administrative, operational and infrastructure capabilities, BNY Mellon AIS Investor Services helps clients to drive business growth and maximize efficiency. Backed by the power of BNY Mellon at every phase of the fund lifecycle, our global footprint and deep expertise deliver insight-driven solutions directly to clients. 

AIS Investor Services provides clients with high quality operational support. We ensure that good client relations are maintained, and inquiries are researched and resolved efficiently and in a timely manner. Our daily work involves cooperating with onshore Investor Services Managers and assisting them in their day-to-day responsibilities focused around servicing investors.

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: 

• Open and maintain shareholder registers
• Process trades: subscriptions, redemptions, transfers and switches
• Answers inquiries and resolves problems or issues.
• Support day-to-day reporting activities, including fund static data setup and maintenance.
• Reconciliation of such processes like cash, banking details etc.
• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Provide direction to lower-level service roles in the successful delivery of support or service.
• Participate in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
• Solve problems based on an understanding and knowledge of the intricacies of the system.

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

• Fluent spoken and written English language skills
• Experience in written & spoken client communication is preferable
• Ability to withstand work pressure and deliver with speed and accuracy 
• Strong PC skills (including Microsoft® Word, Excel, etc.) 
• Flexibility towards tasks assigned, job timing and scope of responsibility. 
• Bachelors degree or the equivalent combination of education and experience is required
• 3-5 years of total work experience, preferred in corporate environment.
• Previous experience in Financial Services preferred 

 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 
• Parental buddy programme
• Exciting opportunities for career and global mobility
• Diverse and inclusive environment
• Employee Referral Program
• Recognition programmes

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’

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.