Client Processing Representative I

4 weeks ago


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

At BNY Mellon, we empower our employees to grow and succeed in a dynamic and inclusive work environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets, providing innovative solutions to our clients that benefit businesses, communities, and people everywhere.

Job Summary

We are seeking a highly skilled and motivated Client Processing Representative I to join our Investor Servicing team in Lake Mary, FL - Hybrid. This role will be responsible for providing exceptional client service and support, processing transactions, and maintaining correspondent accounts in accordance with applicable regulations and policies.

Key Responsibilities
  • Provide quality and complex client service and support to internal and external clients, including phone interaction, problem resolution, and transaction processing.
  • Perform complex operational tasks in a product or functional area, conducting independent analysis and policy interpretation.
  • Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
  • Identify, investigate, and resolve problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
  • Provide product knowledge and technical assistance, determining when complex problems should be referred to a supervisor or senior professional.
Requirements
  • High school/secondary school or the equivalent combination of education and experience is required. A bachelor's degree is preferred.
  • 5-7 years of total work experience is preferred, with experience in brokerage processing a plus.
  • Applicable local/regional licenses or certifications as required by the business.
Why Join Us?

At BNY Mellon, we offer a range of benefits and rewards that support our employees' wellbeing and career development. We are committed to creating an inclusive workplace where everyone feels valued and empowered to succeed. Join our team and be part of a dynamic and innovative organization that makes a positive impact on the world.

We are an Equal Employment Opportunity/Affirmative Action Employer, committed to diversity and inclusion. We welcome applications from underrepresented groups and individuals with disabilities.



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