Sr Rep, Client Processing

Found in: beBee jobs US - 1 week ago


Lake Mary, Florida, United States BNY Mellon Full time
Overview


Provides quality client service and support to clients on a daily basis, including phone interaction, more complex problem resolution and account transaction processing in a timely manner.

Performs complex operational tasks in a product or functional area. Conducts independent analysis and policy interpretation. Performs complex processing of updates to client accounts or company records.

Executes client 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.

Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.

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; bachelor's degree preferred. 3-5 years of total work experience is preferred. Experience in brokerage processing is preferred.

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.

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:

EEO Statement:
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.
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