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Specialist, Client Processing Representative

ExperiencedNo visa sponsorship
BNY Mellon logo

at BNY Mellon

Asset Management

Posted 15 days ago

No clicks

**Specialist Client Processing Representative - Daily client service, complex task management, and regulatory compliance** The Specialist, Client Processing Representative role emphasizes quality, complex client support, including phone interactions, problem resolution, and transaction processing (STP, manual). Key responsibilities involve reconciliations, account updates, and regulatory compliance. This role demands independent analysis, stakeholder collaboration, and efficient use of systems to resolve issues and minimize risks. Experience of 5-7 years, preferably in brokerage processing, is sought. A high school diploma or equivalent, with a bachelor's degree preferred, along with relevant licenses/certifications. BNY Mellon values diversity and offers inclusive employment policies.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Client Processing - S5Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.Performs complex operational tasks in a product or functional area. Conducts independent analysis and policy interpretation. Performs complex, manual processing of updates to client accounts or company records. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.Identifies, investigates and resolves problems in client accounts or company records. Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations. Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.Review and check work of other Client Processing Support staff and help resolve escalated issues. May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions.Responsible for the quality and completion of own work.High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 5-7 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Specialist, Client Processing Representative

Compensation

Not specified

City: Not specified

Country: Not specified

BNY Mellon logo
Asset Management

15 days ago

No clicks

at BNY Mellon

ExperiencedNo visa sponsorship

**Specialist Client Processing Representative - Daily client service, complex task management, and regulatory compliance** The Specialist, Client Processing Representative role emphasizes quality, complex client support, including phone interactions, problem resolution, and transaction processing (STP, manual). Key responsibilities involve reconciliations, account updates, and regulatory compliance. This role demands independent analysis, stakeholder collaboration, and efficient use of systems to resolve issues and minimize risks. Experience of 5-7 years, preferably in brokerage processing, is sought. A high school diploma or equivalent, with a bachelor's degree preferred, along with relevant licenses/certifications. BNY Mellon values diversity and offers inclusive employment policies.

Full Job Description

Client Processing - S5Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.Performs complex operational tasks in a product or functional area. Conducts independent analysis and policy interpretation. Performs complex, manual processing of updates to client accounts or company records. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.Identifies, investigates and resolves problems in client accounts or company records. Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations. Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.Review and check work of other Client Processing Support staff and help resolve escalated issues. May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions.Responsible for the quality and completion of own work.High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 5-7 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.