Specialist, Client Processing Representative
Listed on 2026-06-28
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Finance & Banking
Banking Operations, Banking & Finance, Financial Compliance, Bank Customer Service
Job Description
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
We’re seeking a future team member for the role of Associate, Cash Processing/Funds Transfer I to join our Wealth Services Operations team. This role is based in Manchester.
BNY’s Wealth Services platform is a dynamic, next‑generation ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third‑party integrations to streamline operations and empower advisors to deliver personalized, world‑class wealth experiences at unprecedented scale.
In this role, you’ll make an impact in the following ways:- Manages the daily processing of cash movements by bank clients and confirms the validity of transactions with the manager in cash processing and relationship managers with connections with clients.
- Monitors client payments, daily cash and wire transactions, and acts as first line of defense by addressing flags raised by the transaction system.
- Collaborates with internal teams to resolve transaction discrepancies, demonstrating expertise in transaction processing.
- Maintains accurate records of transactions, utilizing advanced data‑management skills to support audit and compliance efforts.
- Participates in process‑improvement initiatives to enhance transaction processing workflows, contributing to operational excellence.
- Provides exceptional service to internal and external clients by addressing inquiries and issues related to cash processing and funds transfers.
- Upholds the principles of teamwork and accountability, fostering a cooperative environment conducive to achieving departmental goals.
- Ability to work with precision and ownership in a high‑volume environment.
- Strong analytical skills with attention to detail in transaction processing.
- Clear, inclusive communication and a commitment to client service.
- Proactive problem‑solving and willingness to learn new tools, including AI‑enabled solutions.
- Teamwork mindset with curiosity to improve processes.
- Experience in transaction management within financial services operations or wealth operations preferred.
- High school/secondary education or equivalent experience required; bachelor’s degree welcomed but not mandatory.
- Several years of total work experience helpful; we value transferable skills and diverse experiences.
- Demonstrable interest in continuous learning and process improvements, including the use of digital tools and AI.
- If you don’t meet every qualification but are excited about the role, we encourage you to apply — you may be the right candidate.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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