Team Lead, Client Processing (Collateral)

Job Description

  • Supervises/manages the day-to-day operations of a small- to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution. 
  • Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks. 
  • Serves as first line supervisor for assignment of tasks and resolution of issues. 
  • Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. 
  • Ensures the volume of work produced meets product/service standards and exceeds quality standards, and is properly reviewed and documented. 
  • Provides product knowledge and technical assistance on moderately 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. 
  • Supervises/manages a small client processing team. 
  • May be responsible for specific supervisory review and approval actions. 
  • Helps develop and contributes to the achievement of team objectives. 


  • Associates degree in a related discipline or equivalent combination of education and experience is required. 
  • Bachelors degree preferred. 
  • 7 plus years of technical and management experience preferred. 
  • Experience in the securities or financial services industry a plus. 
  • Applicable local/regional licenses or certifications as required by the business.

BNY Mellon is an Equal Employment Opportunity Employer.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United Kingdom-Greater Manchester-Manchester
Job: Operations
Internal Jobcode: 70607
Organization: Middle Office & Derivative Ops-HR12084
Requisition Number: 2005890