Intermediate Representative, Client Processing

3 days ago

Pittsburgh, United States BNY Mellon Full time

Overview

INTERMEDIATE REPRESENTATIVE, CLIENT PROCESSING - RECONCILIATIONS / INVESTIGATIONS

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Intermediate Representative, Client Processing - Reconciliations / Investigations to join our Corporate Trust Operations team. This role is located in Pittsburgh, PA, and will work a Hybrid schedule (3 days per week in-office required).

In this role, you’ll make an impact in the following ways:

  • Work closely as part of a Global Reconciliation team with colleagues in UK, US, and India
  • Work within BNY's core reconciliation system to investigate and resolve all outstanding exceptions
  • Engage with relevant operations teams and CSM to get actions taken to resolve exceptions
  • Update case notes or equivalent daily report with all actions taken so that all work done can be easily tracked/covered off during absence
  • Escalate/report any urgent issues to Team Lead/management.
  • Applies expertise and judgement in providing quality, and occasionally 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 a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions
  • Investigates and corrects errors in client accounts
  • Conducts independent analysis and policy interpretation
  • 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
  • Accurately opens and updates 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, market nuances and requirements and technical assistance, as necessary
  • May review and check work of other Client Processing Support staff and help resolve escalated issues
  • No direct reports
  • Provides guidance to less experienced Client Processing Support staff, as needed
  • Responsible for the quality and completion of own work

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

  • High school/secondary school or the equivalent combination of education and experience is required
  • Bachelors degree preferred
  • 3-5 years of total work experience preferred
  • Excellent communication skills 
  • Knowing when to escalate situations
  • Good organization of work and attention to detail/accuracy
  • Good investigative skills e.g. able to use initiative to work things out/connect the dots or ask the relevant people
  • Previous reconciliation experience

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

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.

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.

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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