Current jobs related to Intermediate Representative, Client Processing - Lake Mary - BNY Mellon

  • Client Service Representative II

    1 week ago

    Lake Mary, Florida, United States Insight Global Full time

    Job Title: Client Service Representative IIInsight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner in their Client Processing team.Job Summary:The Client Service Representative II will be primarily responsible for taking financially focused trade calls for multiple management companies....

  • Client Services Representative

    3 weeks ago

    Lake Mary, Florida, United States Paylocity Full time

    Job Title: Client Services RepresentativePaylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering a comprehensive platform for the modern workforce.The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and...

  • Associate, Client Service Representative I

    4 weeks ago

    Lake Mary, United States BNY Full time

    Associate, Client Service Representative I 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...

  • Associate, Client Service Representative I

    3 weeks ago

    Lake Mary, United States BNY Full time

    Associate, Client Service Representative I 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...

  • Associate, Client Service Representative I

    3 weeks ago

    Lake Mary, United States BNY Full time

    Associate, Client Service Representative I 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...

  • Associate, Client Service Representative I

    3 weeks ago

    Lake Mary, United States BNY Full time

    Associate, Client Service Representative I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create...

  • Client Account Representative

    3 weeks ago

    Lake Mary, Florida, United States Laser Photonics Full time

    Job OverviewLaser Photonics is a leading manufacturer of high-tech laser systems for various industries. We are seeking a skilled Client Account Representative to join our team.The ideal candidate will have a strong background in business development and sales, with excellent communication and interpersonal skills. The role involves researching potential...

  • Client Account Representative

    2 weeks ago

    Lake Mary, Florida, United States Laser Photonics Full time

    Job OverviewLaser Photonics is a leading manufacturer of high-tech laser systems for various industries. We are seeking a skilled Client Account Representative to join our team.The ideal candidate will have a strong background in business development, sales, or a related field. They will be responsible for identifying and generating new business...

  • Part Time Client Service Representative

    2 weeks ago

    Lake Mary, Florida, United States Youroffice USA Full time

    Job OpportunityAre you a detail-oriented and customer-focused individual with excellent communication skills? We are seeking a Part Time Client Service Representative to join our team at Youroffice USA. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and...

  • Financial Representative

    4 weeks ago

    Lake Mary, Florida, United States Innova Solutions Full time

    Job Title: Financial RepresentativeWe are seeking a highly skilled Financial Representative to join our team at Innova Solutions. As a Financial Representative, you will be responsible for providing complex analytics and reporting services to improve and automate client processing systems.Key Responsibilities:Manage moderate to complex external client...

  • Eligibility Lead Representative

    4 weeks ago

    Lake Mary, Florida, United States Careers Integrated Resources Inc Full time

    Job Title: Eligibility Lead RepresentativeLocation: Lake Mary, FL (Hybrid)Job Type: ContractJob SummaryCareers Integrated Resources Inc is seeking an Eligibility Lead Representative to join our team. As an Eligibility Lead Representative, you will be responsible for delivering professional activities in the Contracts job family.Key ResponsibilitiesApply...

  • Financial Representative

    3 weeks ago

    Lake Mary, Florida, United States Innova Solutions Full time

    Job Title: Financial RepresentativeWe are seeking a highly skilled Financial Representative to join our team at Innova Solutions. As a Financial Representative, you will be responsible for providing complex analytics and reporting services to improve and automate client processing systems.Key Responsibilities:Manage moderate to complex external client issues...

  • Customer Service Representative

    3 weeks ago

    Lake Mary, Florida, United States Volt Full time

    Customer Service RepresentativeInnova Solutions is seeking a highly skilled Customer Service Representative to join our team.Job Summary:We are looking for a customer-focused individual to provide exceptional service to our clients. As a Customer Service Representative, you will be responsible for resolving complex client issues, providing analytics and...

  • Financial Services Representative

    3 weeks ago

    Lake Mary, Florida, United States Innova Solutions Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at Innova Solutions. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide complex analytics and reporting services to improve...

  • Client Support Representative

    2 months ago

    Lake Mary, Florida, United States CNA Financial Corporation Full time

    Join Our Team as a Customer Service SpecialistAt CNA Financial Corporation, we are seeking a dedicated Customer Service Specialist to enhance our Retail and Insurance divisions. In this role, you will serve as a crucial Business Partner, executing a range of responsibilities aligned with our operational standards.Your Key Responsibilities Include:Efficiently...

  • Financial Representative

    3 weeks ago

    Lake Mary, Florida, United States Innova Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Representative to join our team at Innova Solutions. As a key member of our organization, you will play a critical role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide complex analytics and reporting services to improve and automate client processing...

  • Financial Representative

    4 weeks ago

    Lake Mary, Florida, United States Innova Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Representative to join our team at Innova Solutions. As a key member of our organization, you will play a critical role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide complex analytics and reporting services to improve and automate client processing...

  • Financial Services Representative

    4 weeks ago

    Lake Mary, Florida, United States Innova Solutions Full time

    Job Title: Financial Services RepresentativeInnova Solutions is seeking a highly skilled Financial Services Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Handle inbound calls to troubleshoot customer questions and provide...

  • Contract Associate Representative

    3 weeks ago

    Lake Mary, Florida, United States Pyramid Consulting, Inc Full time

    {"title": "Contract Associate Representative", "description": "Job SummaryWe are seeking a skilled Contract Associate Representative to join our team at Pyramid Consulting, Inc. in Lake Mary, FL. This is a 03+ months contract opportunity with long-term potential.Key ResponsibilitiesProcess payments and adjustments in a distribution B2B environment.Review and...

  • Customer Service Representative

    2 weeks ago

    Lake Mary, Florida, United States TEKsystems Full time

    About the RoleWe are seeking a highly skilled and motivated Customer Service Representative to join our team at TEKsystems. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our clients on a daily basis.Key ResponsibilitiesProvide quality customer service and support to customers on a...

Intermediate Representative, Client Processing

3 months ago

Lake Mary, United States BNY Mellon Full time

Overview

Intermediate Representative, Client Processing

Bring your ideas. Make history. 
BNY 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 240 years of rich history and industry firsts, BNY 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 #LifeAtBNY is all about. 

We’re seeking a future team member in the role of Intermediate Representative, Client Processing to join our Client Processing team. This role is located in Pittsburgh, PA - Hybrid.

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

  • 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.
  • Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.
  • Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.

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. 
  • Experience in brokerage processing preferred.

At BNY, 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)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score 
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP’s Climate Change ‘A List’

Our Benefits: 

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 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.