Specialist, Shareholder Services

BNY; Manchester; On-site; GBP 35,000 - 48,000; Full time

Job summary

BNY is seeking an Associate, Shareholder Services I to join our Wealth Services Operations team in Manchester. You’ll perform detailed trade lifecycle analysis for transaction taxes, ensure timely stamp duty processing, and investigate SDRT/Stamp Duty issues while maintaining client focus and accuracy.

Ideal candidates will have strong client service experience, proficient MS Office skills, and the ability to adapt to change. CREST settlement knowledge is a plus.

Qualifications

• Experience delivering excellent client service.
• Experience dealing with clients by phone and written (email).
• Ability to adapt to change and use initiative to overcome challenges.
• Proficiency with Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Analysis and input to detail across the trade lifecycle for transaction taxes treatment.
• Verification of stamp duty nominal balances between extract and Nexus to substantiate on a daily basis.
• Investigation and resolution of SDRT/Stamp Duty exceptions.
• Creation of payments in line with HMRC/Revenue Commissioner deadlines.
• Investigation and preparation of SDRT/Stamp Duty reclaims for submission to Revenue.
• Processing of reclaimed SDRT/Stamp Duty funds.

Skills

Client service

Phone & email communication

Adaptability

Initiative

Tools

Microsoft Office

Job description

Job Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Job Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Shareholder Services I to join our Wealth Services Operations team. This role is located in Manchester. In this role, you’ll make an impact in the following ways:

• Analysis and input to detail across the trade lifecycle for transaction taxes treatment.
• Verification of stamp duty nominal balances between extract and Nexus to substantiate on a daily basis.
• Investigation and resolution of SDRT/Stamp Duty exceptions.
• Creation of payments in line with HMRC/Revenue Commissioner deadlines.
• Investigation and preparation of SDRT/Stamp Duty reclaims for submission to Revenue
• Processing of reclaimed SDRT /Stamp Duty funds.
• Account for stamp duty on rolling basis for unpaid CREST items (UK and Irish).
• Monitor of clients’ inputs to ensure Pershing’s SDRT regulatory requirements are met.
• Review of trade and stamp duty information from CSDs
• Processing of Euroclear SDRT reclaims.
• Review of clients’ entitlements to exemptions
• Daily completion of French, Italian and Spanish FTT reconciliation process.

To be successful in this role, we’re seeking the following:

• Responsible for the quality and completion of own work.
• Provides product knowledge and technical assistance as necessary.
• Experience in dealing with clients over the phone and written (email)
• Proven track record of delivering excellent client service
• Ability to adapt to change and use initiative to overcome challenges
• Must have intermediate knowledge of Microsoft Office products (specifically Word, Excel, Access, Outlook)
• Understanding of CREST settlement desirable

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.