Investigate and resolve transfer exceptions, breaks, rejected instructions, and aging items in a timely manner.
Liaise with internal teams, counterparties, custodians, brokers, and other stakeholders to progress transfer activity and resolve issues.
Monitor team queues, case volumes, and priority items to ensure timely completion of daily work.
Ensure all activity is completed in accordance with risk and control standards, escalation procedures, and regulatory requirements.
Maintain accurate records and supporting documentation for all transfer-related activity.
Identify process inefficiencies, recurring issues, and control gaps, and support continuous improvement initiatives.
Provide subject matter support to colleagues and assist with training or guidance for less experienced team members where needed.
Contribute to team reporting, audit requests, procedural reviews, and manager-assigned operational projects.
To be successful in this role, we’re seeking the following
Experience in operations, asset servicing, wealth services, securities processing, or transfer-related functions.
Good understanding of asset transfer processes, controls, and operational risks.
Strong attention to detail with the ability to manage high-volume processing accurately.
Effective problem-solving and investigation skills.
Strong verbal and written communication skills.
Ability to work independently and collaboratively in a team-based environment.
Good organisational skills and ability to manage competing priorities.
Excel skills such as pivots, lookups and data analysis of multiple/large data sets
Awareness of digital tooling and AI capabilities
Wealth Product knowledge: Wealth Management, Wealth Services and Transfers of ISAs and other EMEA investment wrappers
If you don’t meet every qualification but are excited about the role, we encourage you to apply — you may be the right candidate.
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.
