Manager, Client Processing - Cash & Recs, Transfer Agency

Posted 4 April by BNY Mellon Featured

Client Processing support team that handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution.

  • Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks.
  • Identifies areas requiring analysis of operations and resolution for more efficient operations Oversees Client Processing to ensure transactions are handled correctly and timely.
  • Utilizes MIS reporting to ensure correct and timely processing.
  • Provides product knowledge and technical assistance on complex problems.
  • Acts as the teams initial point of contact for issues requiring escalation.
  • Participates in the recruiting process.
  • Instructs, assigns, directs and reviews the work of Client Processing analysts.
  • Prepares performance reviews and provides ongoing feedback to staff.
  • Provides input into departmental budgets and planning.
  • May develop business plan for team/group operations.
  • Supervises a small Client Processing team.
  • Contributes to the achievement of team objectives.
  • Bachelors degree or the equivalent combination of education and experience is required.
  • Substantial years of total work experience is preferred with at experience in managing direct reports.
  • Experience in transfer agency is preferred.
  • Applicable local/regional licenses or certifications as required by the business.

Required skills

  • Cash Management
  • Management
  • Reconciliation

Reference: 34827466

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