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Lead Representative, Client Processing

Manchester, Lancashire
Job Type
21 Jul 2022

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 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 wider FX Operations team is responsible for supporting the operational life cycle of FX transactions within BNY Mellon both from external clients and internal departments. The team act as a support and back office function for global FX Trading to ensure Execution, Confirmation and Settlement of trades in a timely manner.


  • Performs complex operational tasks within Operations. Performs complex, manual processing of updates to client accounts or company records.
  • Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
  • Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
  • Identifies, investigates and resolves problems in client accounts or company records. Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.
  • Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.
  • Review and check work of other Client Processing Support staff and help resolve escalated issues.
  • May be responsible for allocating and checking work of other team members.


  • High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred.
  • 3 - 5 years of total work experience preferred.
  • Experience in brokerage processing preferred.

What we can offer you:

  • Challenging, fun and supportive environment
  • 25 days holiday (in addition to Bank Holidays) plus opportunity to purchase up to 5 extra days
  • Highly competitive benefits package including pension and private medical cover
  • City centre location
  • Competitive discounts on travel and parking
  • Discounts on a range of local retailers
  • Opportunity for further academic training - including NVQ, IOC, Degree and soft skills
  • Opportunity to join site wide networking groups
  • Opportunity to participate in process improvement programmes (Lean, Six Sigma, Kaizen); we recognise and reward new ideas
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  • Job Reference: 663281094-2
  • Date Posted: 21 July 2022
  • Recruiter: BNY Mellon
    BNY Mellon
  • Location: Manchester, Lancashire
  • Salary: On Application
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent