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Opportunities within Transfer Agency

BNY Mellon

Opportunities within Transfer Agency

BNY Mellon

Wroclaw, Dolnoslaskie, Poland

·

On-site

·

Full-time

·

4mo ago

We welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company. 

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.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Currently we are looking for specialists to join our AIS Investor Team in Transfer Agency department. The Team is responsible for maintaining the shareholder register of all the investors throughout the entire relationship of these investors in the fund.

Available roles:

  • Associate, Client Processing II 
  • Senior Associate, Client Processing
  • Vice President, Client Processing Manager I 

Being part of our Transfer Agency teams, your day-to-day tasks will be related, but not limited to:

  • Performs routine and non-routine client service and transactional support functions
  • Provides analytics and reporting services, working to improve and automate transaction processing systems
  • Advises organizational units/teams to ensure timely delivery of service, or resolution of issue
  • Provides direction to lower-level service roles in the successful delivery of support or service
  • Processes account related transactions per scheduled events/client authenticated direction
  • Answers inquiries and resolves problems or issues
  • Assesses needs and suggests/promotes alternative approaches to service models
  • Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions
  • Solves problems based on an understanding and knowledge of the intricacies of the system
  • Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients
  • Manages situations which may require adaptation of response or extensive research according to internal or external client response
  • May be responsible for allocating and checking work of support team members

To be successful in these roles, we’re seeking the following: 

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • 3-7 years of total work experience, preferred in corporate environment
  • Experience in brokerage processing is preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

 Here’s a few of our recent awards: 

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025


Our Benefits and Rewards:

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.

This is a talent pipeline posting and does not represent any one particular job opening. By applying to this pipeline requisition, your interest will be reviewed for multiple potential openings based upon your background and disclosed work preference.

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About BNY Mellon

BNY Mellon

BNY Mellon is a global investment company and one of the world's oldest banks, providing investment management and investment services to institutions, corporations and high-net-worth individuals. The company serves as a custodian for assets and provides treasury services, fund administration and other financial services.

10,001+

Employees

New York City

Headquarters

Reviews

4.0

31 reviews

Work Life Balance

3.4

Compensation

4.8

Culture

3.9

Career

4.1

Management

3.5

78%

Recommend to a Friend

Pros

Prestigious brand and networking opportunities

Excellent compensation and bonus structure

Exposure to complex financial systems

Cons

Work-life balance can be difficult

Legacy technology in some areas

High-pressure environment with strict deadlines

Salary Ranges

30 data points

Junior/L3

L2

L3

L4

L5

L6

Mid/L4

Senior/L5

Staff/L6

Junior/L3 · Senior Portfolio Analyst

2 reports

$74,750

total / year

Base

$65,000

Stock

-

Bonus

-

$69,000

$80,500

Interview Experience

8 interviews

Difficulty

3.0

/ 5

Duration

21-35 weeks

Experience

Positive 0%

Neutral 75%

Negative 25%

Interview Process

1

Application Review

2

Online Assessment/Technical Screen

3

HR/Recruiter Screen

4

Technical Interview

5

Behavioral Interview

6

Final Round/Superday

Common Questions

Technical Knowledge

Coding/Algorithm

Behavioral/STAR

Past Experience

Culture Fit