Representative, Client Processing

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Representative, Client Processing to join our Shareholder Services team. This role is located in Wroclaw, Poland- HYBRID
The Shareholder Services team respond to requests and queries from clients (retail or institutional which are received via phone, email, or written postal enquiry). Escalate errors as and when appropriate. The team is responsible for maintaining and ensuring that we meet 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.

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

IN THIS ROLE, YOU WILL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Respond to client queries via telephone, email, written enquiry or web chat in an efficient and professional manner.
Dealing with escalations in the form of email queries which are received either from the client or internally to ensure they are acted upon in a timely manner.
Prepare and check reporting to Clients and investors through the appropriate and dedicated TA platform.
Act as an SME for any projects which involve the Poland client service centre.
Conduct training with any new starts or any ongoing cross training which is required.
Reviewing team procedures as and when they come up for review.
Take responsibility for specific supervisory review, training, and approval actions.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Minimum 1 year of total work experience; experience in financial services, contact centre or client service preferred.
Strong Microsoft Office skills, with a focus on Excel.
Superior oral and written communication skills.
Excellent analytical, organizational and time management skills
Ability to multi-task, manage multiple projects and meet deadlines.
High level of accuracy and professionalism
Fluent in written and spoken English is essential for this role.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023