BNY Mellon Careers

Analyst, Client Processing

Wroclaw, Poland
Customer/Client Service


Job Description

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 35 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team.

 

The Investor Services department is responsible for the accurate processing and maintenance of partnership registers and documentation for the funds we administer. 

 

Senior Investor Relations Representatives (SIRRs) are responsible for:

  • Ensuring that prospective investors meet eligibility, compliance and anti-money laundering guidelines during the processing of investor-related transactions, which includes subscriptions, redemptions, the generation and distribution of confirmations and statements, as well as transfers, re-registrations and distributions.
  • SIRRs are also responsible for reconciling trade information received with the clients expected transactions and monies received from investors.
  • Additional responsibilities include written and oral correspondence with the fund and investors regarding AML documentation, transactions, performance and statement reporting.
  • Representatives are also a resource for Client and Investor inquires regarding their transactions and documentation outside of the trade processing cycle.
  • SIRRs will assist the Team Manager (TM) with trade verifications or other TM duties upon request.

 

Qualifications

Qualifications:

  • BS or BA degree in a business-related field preferred,
  • 1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments, including at least 6 months within the IS Dept.
  • Strong Microsoft Office skills, with a focus on Excel.
  • Proven customer service skills.
  • Superior oral and written communication skills.
  • Ability to multi-task, manage multiple projects and meet deadlines.

What we can offer you:

  • Full time contract of employment
  • Working Hours : Monday-Friday in shifts mode: 8/9/9:45 – 16:15/17:15/18:00
  • Location : Aquarius Building ul.Swobodna 3
  • Competitive salary
  • Health & Life Insurance
  • Multisport card / Cinema Tickets / Nursery subsidiary
  • Pension scheme
  • Excellent opportunities for training, growth and professional development
  • Opportunities to engage in diverse projects due to growth of business migrations
  • A multitude of opportunities to get involved in additional charity projects
  • A collaborative culture and great teams


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 & 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.

BNY Mellon's Asset Servicing business is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Poland-Dolnoslaskie-Wroclaw
Job: Customer/Client Service
Internal Jobcode: 70606
Organization: AIS-HR06325
Requisition Number: 1716551