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Team Lead, Client Processing

eFinancial Careers
Job LocationManchester
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Overview

  • 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.
Skills and Experience
  • Bachelors degree 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/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clientsand 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.
Employer Description: 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 and safeguards nearly one-fifth of the worlds financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helpingclients 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 morethan 100 markets. Its 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: careers.

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