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Lead Manager, Client Processing

Client Processing - M2 Manages a small to medium Client Processing team that handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks through other managers or professionals. Oversees Client Processing to ensure transactions are handled correctly and timely. Utilizes MIS reporting to ensure correct and timely processing. Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented. Recruits, directs, motivates and develops staff, maximizing their individual contribution, professional development and ability to function effectively with their colleagues as a team. Provides input into departmental budgets and planning. May develop business plan for team/group operations. Manages a Client Processing team. Contributes to the achievement of team objectives. Qualifications Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience is preferred with at least 2+ years in management. Experience in brokerage processing is preferred. Hedge Fund Administration experience strongly preferred. Operation background preferred. Client engagement and account experience strongly preferred. Team Lead background handling client deliverables preferred.
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.
Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New Jersey-Woodland Park
Internal Jobcode: 70601
Job: Customer/Client Service
Organization: CSD AIS Operations-HR08997
Requisition Number: 1807486



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