Senior Processing Administrator (SP2) Transfers, Wealth Services
BNY
Specialist, Processing Administrator
We're seeking a future team member for the role of Specialist, Processing Administrator to join our Wealth Services Operations Transfers Team. This role is located in Manchester, UK.
BNY's Wealth Services platform is a dynamic ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third-party integrations to streamline operations and empower advisors to deliver personalized, world-class wealth experiences at unprecedented scale.
In this role, you'll make an impact in the following ways:
- Process asset transfers accurately and within agreed service levels, including inbound, outbound, internal, and external transfer activity.
- Review transfer instructions for completeness, accuracy, and adherence to operational procedures and control requirements.
- 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 organizational 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.
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.
Job Identification 77495
Job Category Transaction Processing
Posting Date 09/02/2026, 07:15 AM
Locations 1 Piccadilly Gardens, Manchester, GT MAN, M1 1RN, GB
Job Schedule Full time
Job Shift Day
BNY$69.8k - $132k
...leading provider of professional services to the middle market... ...for you!RSM is looking for a Senior to join our RSM Fund Services... ...equity and real estate fund administration clients, including cash management... ...and execute these processes in the technology platformMaintain...SeniorFull timeWork experience placementInternshipWork at officeLocal area$153.36k - $216.13k
...T3-3Original Posting Date: 08/17/26Job Title: IT Technology Services Senior SpecialistWork Model: Hybrid work modelRequisition ID: 458789... ...applications, products and services to optimize or automate business processes, improve work efficiency and provide expert support in...SeniorPermanent employmentLocal areaFlexible hours- ...Client Service Specialist Waldron Private Wealth (Waldron) is looking for a Client Service... ...provide operational and administrative assistance to the Client... ...# Manage the onboarding process of new clients by facilitating... ...account openings, transfer requests and account reconciliations...Suggested
$84k - $123k
...Eaton's Aerospace FED division is currently seeking a Senior Customer Service Representative (CSR) . This role will be located onsite at our... ...collecting and sharing feedback. • Oversee the end-to-end order process by partnering with the Global Supply Chain CoE to ensure...SeniorPermanent employmentContract workTemporary workH1bWork at officeLocal areaVisa sponsorshipRelocation package$17 per hour
...business. This position reports to the PRO Services Manager and supports the execution of... ...the Store Team on how to use our selling process. Understand our PRO business to... ...hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination...SuggestedHourly payFor contractorsLocal areaMonday to Friday- Vanguard's Personal Wealth Marketing team is looking for an experienced Senior Marketing Manager to shape how investors understand... ...to HaveExperience in financial services, familiarity with cash, banking,... ..., risk, and compliance review processes in a regulated environment....SeniorFull time
- ...Apply today!Job DetailsSenior Administrator (Level 3) responsible for... ...scripting, triage, and remediation. Service-Now for Incident, request... ..., benefits, promotions and transfers comply with equal... ...disabilities during the employment process which are consistent with legal...SeniorFull timeLocal areaRemote work
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management... ...changes. It is critical that you ensure that standardized processes are created and used to manage routine activities.Assist with...SeniorFull timeFlexible hours
- ...each day. Are you living your life's work? Job Title: Administrative Services Associate Department: Abramson Cancer Center Radnor... ...obtaining procedural and medical authorizations; preparing and processing billing, and preparing and processing correspondence....Full timeWork at office
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the Advice... ...in other divisions to ensure services in all offers are similar in philosophy... ...publications.Analyze internal systems and processes to identify opportunities to improve...SeniorFull timeWork experience placementWork at officeRemote workRelocation package
$45.7k - $68.6k
...Ecolab is looking for a Customer Service Representative to provide critical support to our customers during the sales process. As the Customer Service Representative, you... ...and applicants and recruit, hire, promote, transfer and provide opportunities for advancement...Hourly payMinimum wageWork at officeLocal areaMonday to FridayShift work3 days per week- ...independent financial advisory services firm. Originally... ...- including wealth planners, tax advisors... ...governance needs. The Senior Wealth Planner is an experienced... ...-generational wealth transfer and estate planning,... ...of wealth planning processes, tools, and service offerings...SeniorWork at officeLocal area
$45k - $55k
...I am seeking an experienced customer service person to join my State Farm Insurance Agency... ...eligibility, coverages, policy changes, transfers, claim submissions and billing... ...a customer-focused, needs-based review process to educate existing customers about insurance...Hourly payFull timeFor contractorsWork at officeRemote workRelocation packageMonday to Friday$38k - $55k
...passionate about delivering exceptional customer service and making a positive impact? State Farm... ...policy changes, updates, and claims processing. You will handle policy endorsements,... ...Delaware County Insurance Out of State Transfers Offering Car Insurance Quotes Past...For contractorsWork at officeWeekday work$58.7k - $88.1k
..., we empower customers to elevate their service and ensure the highest safety standards.... ...personal assistance) with our application process upon request as required to comply with... ...applicants and recruit, hire, promote, transfer and provide opportunities for advancement...Hourly payMinimum wageLocal areaImmediate startVisa sponsorshipNight shiftWeekend work$53.74k - $88.29k
...locally managed and collaborative wealth management solutions, including a... ...array of planning and advisory services, investment management, trust and... ...meeting preparation, operational processes, marketing initiatives, and administrative support. The ideal candidate is organized...Full timeWork at officeFlexible hours$70k - $90k
...Opportunity We are seeking an experienced Client Service Associate to join our wealth management team. Working closely with our... ...within the same business day. Prepare and process account opening and account administration paperwork, and follow up with the custodian...Work at office$38k - $55k
...passionate about providing exceptional customer service and making a positive impact? State Farm... ...policy changes, updates, and claims processing. You will handle policy endorsements,... ...Insurance Out of State Insurance Transfers to Pennsylvania Graduate of Pennsylvania...Hourly payFor contractorsWork at officeLocal areaWeekday work- ...teams, you will drive novel process innovation from laboratory proof... ...enable successful technology transfer and commercialization.Provide... ...present research findings to senior leadership and external... ...: Performance-based bonuses, service recognition, and employee appreciation...SeniorWork at officeRelocationFlexible hours3 days per week
- ...contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank... ...implementation.Identifies solutions and PNC services as sales opportunities to enhance... ...required to participate in the application process, please contact us via email at...SeniorFull timeTemporary workPart timeWork experience placementWork at office
$30k - $50k
Future Opening: Insurance and Financial Services Position - State Farm Agent Team Member... ...eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification... ...a customer-focused, needs-based review process to educate customers about insurance...For contractorsMonday to Friday$20.18 per hour
...KNOW (Job Overview):When you join our team you will be utilizing your healthcare and/or customer service skills to assist with every step of the blood collection process. This includes collaborating with your team to transport and setup equipment at the collection sites...Work at officeLocal areaMonday to FridayFlexible hoursNight shiftWeekend workEarly shift- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients in a fast-paced wealth management environment. You will handle account information, onboarding, and digital tool enrollment while maintaining...
$20.18 per hour
...KNOW (Job Overview): When you join our team you will be utilizing your healthcare and/or customer service skills to assist with every step of the blood collection process. This includes collaborating with your team to transport and setup equipment at the collection...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hoursNight shiftWeekend workEarly shift- ...Front End Service Team Associate WM Supercenter #4687 275 N Gulph Rd King Of Prussia, PA 19406-2803 4 open positions CP-4687-9025... ...compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry out financial transactions. Always...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
- This role will shape how Personal Wealth articulates its value to clients across segments... ...leading rigorous positioning work, advising senior leaders, and building alignment across a... ...our clients. To lead through product and services that transform our clients' lives. To...SeniorFull time
- ...leaders to help elevate one of our financial services customers as it continues integrating... .... Build trusted relationships with senior client stakeholders, including C-suite executives... .... Manage business-as-usual (BAU) processing and adherence to SLAs. Lead and...Senior
- A prominent accounting firm in Wayne, PA is looking for a Senior Accountant to manage client accounts. Responsibilities include overseeing accounting services, processing invoices and payments, and preparing financial statements. The ideal candidate will have a Bachelor...Senior
- ...team at the forefront of innovation in investment advisory services. As a Senior Compliance Advisor supporting Vanguard Personalized Indexing... ...research, interpretation and implementation of compliance processes associated with the firm’s regulatory requirements and industry...SeniorFull timeWork experience placement
- ...about shaping the future of ethical investing. As a Senior Compliance Advisor, you’ll help ensure our advisory services and business activities align with the highest... ...Programs: Develop and refine compliance processes for investment services and support regulatory advice...SeniorFull timeWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Processing Administrator (SP2) Transfers, Wealth Services. Be the first to apply!
- nutrition services aide Berwyn, PA
- service worker Berwyn, PA
- services specialist Berwyn, PA
- environmental service worker Berwyn, PA
- family services specialist Berwyn, PA
- food service officer Berwyn, PA
- court services officer Berwyn, PA
- environmental services attendant Berwyn, PA
- service consultant Berwyn, PA
- information technology and services consultant Berwyn, PA




