Associate, Investor Services Operations Representative
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, our 50,000+ employees bring their perspectives to create solutions that benefit businesses, communities, and people worldwide.
We are recognized as a top employer for innovation and inclusivity. Through our unique ideas and talents, we help make money work for the world. This is #LifeAtBNY.
We are seeking a team member for the role of Associate, Client Services to join our Transfer Agency team in Dublin, on a Hybrid basis.
BNY Transfer Agency provides fund administration services to clients including Money Markets, Mutual Funds, and ETFs. The Client Operations team handles client service and oversight duties, managing client queries, escalations, supporting offshore processing teams on complex issues, and managing risks identified in our reconciliation process. The team services a select number of clients.
In this role, you will:
* Identify and manage risks based on reconciliation processes
* Respond to all client queries within the required SLA
* Assist with queries and escalations from processing teams (Dealing, Cash Settlements, Distributions, etc.)
* Engage with internal teams and external service providers to resolve issues
* Lead in client/internal escalations and projects
* Participate in fund launches and onboarding of new clients
* Organize and manage team tasks on a daily/weekly basis
* Supervise daily activities and staff within the team
* Manage SLAs within Transfer Agency and escalate potential delays
To succeed, you should have:
* A third-level qualification or equivalent experience
* At least 3 years of experience in Transfer Agency roles
* Broad knowledge of transfer agency functions including dealing, contact centre, cash settlements, reconciliations, or client service
BNY has received numerous awards, including:
* America’s Most Innovative Companies, Fortune, 2024
* World’s Most Admired Companies, Fortune 2024
* 100% score on the Human Rights Campaign Foundation’s Corporate Equality Index, 2023-2024
* Best Places to Work for Disability Inclusion, Disability: IN, 2023-2024
* “Most Just Companies”, Just Capital and CNBC, 2024
* Top performer for Sustainability on the Dow Jones Sustainability Indices, 2024
* Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards include competitive compensation, benefits, wellbeing programs, flexible resources, paid leaves, and volunteer time, supporting your health, resilience, and financial goals.
BNY is an Equal Employment Opportunity/Affirmative Action Employer, committed to diversity and inclusion across all underrepresented groups.
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