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Team Lead (Supervisor), Client Services

AT BNY Mellon
BNY Mellon

Team Lead (Supervisor), Client Services

Wroclaw, Poland

Overview

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

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We're seeking a future team member for the role of Team Lead to join Corporate Trust team. This role is located in Wroclaw & we offer hybrid model of work.

M ain r e s ponsibilities:
  • Supervises the end-to-end deliverables and overall service quality
  • Manages and plans for daily, weekly and monthly deliverables.
  • Allocates and distributes work between assigned employees
  • Acts as the point of contact for the US Client Service Managers and is a point of escalation for issues and complex situations.
  • Acts as production support to provide deal coverage when necessary.
  • Works with the US Client Service Mangers to ensure the billing and receivables functions are completed in timely manner.
  • Oversees the creation of monthly, quarterly, and annual reports and ensures all information has been recorded accurately.
  • Works in close collaboration with internal and external teams, building relationships
  • Actively contribute to process improvement thorough sharing of ideas and solutions to improve team efficiency and client experience.
  • Serves as the technical expert for processes and associated systems.
  • Develops and manages training plans for each assigned financial representative
  • Monitors progress of staff training and ensures that courses are being attended and completed.
  • Assists Manager in building the development plan for each assigned financial representative
  • Supports Manager in the management of staff by contributing to Mid-Year and Year End Reviews and participating in the reviews.
  • Provides regular feedback to the Manager on performance of each assigned team member.
  • Ensure compliance with all internal policies, department guidelines, and external regulation.
  • Conducts quality review checks and ensures that breaches are escalated.
  • Oversees the planning and execution of strategic product and service delivery enhancements and client implementation and plan redesign work.
  • Various projects as assigned.
  • Researches and resolves complex operational or client issues. Assists in identifying trends in client issues and proposing solutions. Provides status updates on problem resolution and outstanding issues to other teams.
Knowledge, Skills & Abilities:
  • Previous experience in Financial Services
  • F l u e n t s p o k en a n d w r i t ten E n g li s h l a n g u a g e s k ill s
  • Experience in written client communication
  • Flexibility and ability to multi-task
  • Mathematical aptitude and problem-solving skills
  • Detail oriented, strong organizational skills, and high degree of accuracy
Our offer:
  • Full time contract of employment
  • City Centre locations close to main railway station and flexible working arrangements
  • Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program
  • Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
  • Pension scheme
  • On-site childcare and a parental buddy programme
  • Exciting opportunities for career and global mobility
  • Diverse and inclusive environment
  • Employee Referral Program
  • Recognition programmes
  • A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP's Climate Change 'A List'
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 world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients 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 more than 100 markets. It's 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: bnymellon.com/careers.

Client-provided location(s): Wrocław, Poland
Job ID: BNY_Mellon-40605
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program