Associate, Client Processing Representative - BNY - Manchester
(2025-03)
- Process client transactions, trade settlements, and payment instructions accurately while maintaining compliance with internal controls and regulatory requirements.
- Monitor and reconcile data across CREST, Nexen, and BNY systems, identifying discrepancies and escalating issues promptly.
- Manage client queries via email and phone, providing timely updates and professional communication to strengthen client relationships.
- Perform daily data validation, verification, and exception processing to maintain accurate records and minimise operational risk.
- Collaborate with internal teams including Risk, Middle Office, and Operations to resolve breaks, prevent delays and resolve system issues impacting trades.
- Support business as usual processes by prioritising tasks effectively to meet strict deadlines in a fast paced environment.
- Assist with onboarding and training new team members while providing product knowledge support to colleagues and clients.
- Conduct monthly 1-1s with colleagues under my supervision to push development and share business updates. Point of escalation for potential issues.
Intermediate Client Representative - BNY - Poole, Dorset
(2022-02 - 2025-03)
- Performed detailed quality checks across team deliverables, identifying inconsistencies and ensuring adherence to audit and regulatory requirements.
- Managed end to end payment processing for CREST ECP/CD and MTN trades, coordinating with internal payments team to ensure timely and accurate release of funds.
- Investigated and resolved settlement issues and trade discrepancies by analysing system data and collaborating with internal stakeholders and clients.
- Supported process improvement by updating internal documentation, guiding junior colleagues, and contributing to workflow enhancements that reduced errors.
- Reviewed and verified email communications, operational outputs, and client instructions to ensure accuracy and full compliance with regulatory, legal, and internal standards.
Client Representative - BNY - Poole, Dorset
(2018-07 - 2022-02)
- Facilitated successful setup of new issuances through effective management of manual ISIN requests and precise data entry into BNY systems.
- Resolved trade detail and settlement queries, enhancing client satisfaction and managing expectations effectively.
- Executed timely new issues settlement within the crest system, significantly mitigating the risk of failed trades.
- Facilitated prompt payment processing for Crest, ECP/CP and MTN trades, ensuring swift cash release in collaboration with internal payments team.
- Enhanced team productivity by advocating for collaboration among colleagues and cultivating a culture of knowledge sharing.
- Anticipated risks and escalated concerns to a supervisor, minimising potential issues.
Retail Team Leader - Topshop - Bournemouth, Dorset
(2015-09 - 2018-07)
- Assisted with rota scheduling and delegated tasks effectively to maintain smooth operations and ensure adequate staffing.
- Conducted both group and individual interviews with applicants, managed return to work and disciplinary meetings and supported employee development through coaching.
- Point of escalation delivering high quality customer service by resolving complaints promptly using strong communication and problem solving skills.
- Oversaw key operational responsibilities including financial tasks, security monitoring, fraud prevention and key holder duties.
- Executed visual merchandising and provided clear operational updates to senior management to support informed decision making.
