Client Processing Representative I
4 weeks ago
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 SummaryWe 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.
- 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.
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.
-
Client Service Representative
3 weeks ago
Lake Mary, Florida, United States BNY Mellon Full timeRole OverviewAssociate, Client Processing Representative IAt 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...
-
Benefits Client Service Representative I
3 weeks ago
Lake Mary, Florida, United States Paylocity Full timeJob DescriptionAt Paylocity, we're looking for a skilled Benefits Client Service Representative to join our team. As a key member of our operations team, you'll be responsible for providing exceptional support to our clients, ensuring they have a seamless experience with our benefits platform.We're seeking a self-starter who is comfortable with heavy client...
-
Client Service Representative
4 weeks ago
Lake Mary, Florida, United States BNY Mellon Full timeJob SummaryWe are seeking a highly skilled Client Service Representative to join our Investor Servicing team. As a key member of our team, you will provide exceptional client service and support to internal and external clients, ensuring timely and accurate processing of transactions and account updates.Key Responsibilities:Provide quality client service and...
-
Client Service Representative
3 weeks ago
Lake Mary, Florida, United States BNY Mellon Full timeJob SummaryWe are seeking a highly skilled Client Service Representative to join our Investor Servicing team. In this role, you will provide quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing, reconciliations, and accounting services.Key...
-
Client Services Representative
4 weeks ago
Lake Mary, Florida, United States Paylocity Full timeJob Summary:We are seeking a highly skilled Client Services Representative to join our team at Paylocity. As a key member of our operations team, you will be responsible for resolving Payroll and Human Resources (HR) system issues, providing exceptional support to our business clients, and contributing to the growth and success of our company.Key...
-
Client Account Representative
2 months ago
Lake Mary, Florida, United States Laser Photonics Full timeJob 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
4 weeks ago
Lake Mary, Florida, United States Laser Photonics Full timeJob OverviewLaser Photonics is a leading manufacturer of high-tech laser systems for various industries, including industrial, automotive, aerospace, medical, and more. We are seeking a highly motivated Client Account Representative to join our team.The ideal candidate will have a strong background in business development, sales, or a related field, with...
-
Client Service Representative
4 weeks ago
Lake Mary, Florida, United States Youroffice USA Full timeJob OverviewWe are seeking a highly skilled Client Service Representative to join our team at our Orlando office. As a key member of our client services team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.The ideal candidate will possess excellent communication skills,...
-
Business Technology Liaison Representative I
4 weeks ago
Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeAt BNY, we empower our employees to grow and succeed in a culture that values innovation and excellence. As a leading global financial services company, we touch nearly % of the world's investible assets. Our diverse team of + employees brings their unique perspectives to create solutions that benefit businesses, communities, and people everywhere.We...
-
Customer Service Representative
3 weeks ago
Lake Mary, Florida, United States Paylocity Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative (Account Manager I) at Paylocity. As a key member of our Operations team, you will be responsible for resolving Payroll and Human Resources (HR) system issues, providing exceptional support to our business clients, and driving...
-
Customer Service Representative
4 weeks ago
Lake Mary, Florida, United States Innova Solutions Full timeJob Title: Customer Service RepresentativeInnova Solutions is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving complex issues, and ensuring timely delivery of services.Key Responsibilities:Provides...
-
Associate Underwriter I
4 weeks ago
Lake Mary, Florida, United States Frontline Insurance Full timeAbout the RoleFrontline Insurance is seeking a highly organized and detail-oriented Associate Underwriter I to support the underwriting process. As a key member of our team, you will play a crucial role in ensuring that risk assessments align with company protocols and guidelines.Key Responsibilities:Communicate effectively with agency partners,...
-
Shareholder Services Representative
4 weeks ago
Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeShareholder Services RepresentativeBNY Mellon is seeking a highly skilled Shareholder Services Representative to join our Client Services Team. As a key member of our team, you will be responsible for processing financial transactions, providing account information, and responding to client inquiries daily.Key Responsibilities:Assist with processing...
-
Customer Service Representative
3 weeks ago
Lake Mary, Florida, United States Innova Solutions Full timeJob Summary:Innova Solutions is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving complex issues, and working closely with internal teams to ensure timely delivery of services.Key Responsibilities:Provides...
-
Customer Service Representative
4 weeks ago
Lake Mary, Florida, United States Volt Full timeJob Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Volt. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our clients on a daily basis.Key Responsibilities:Provide quality customer service and...
-
Sales Representative
3 weeks ago
Lake Mary, Florida, United States NuVision Auto Glass - Florida Full timeJob OverviewAt NuVision Auto Glass - Florida, we are seeking a highly motivated and organized Sales Representative to join our team. The ideal candidate will have a strong background in sales, marketing, leadership, or management, with experience in team managing projects and a proven ability to learn and develop professionally.Key Responsibilities:Develop...
-
Customer Service Representative
3 weeks ago
Lake Mary, Florida, United States Elite Full timeJob OverviewAt Elite, we're seeking a highly motivated Customer Service Representative to join our dynamic team. As a key member of our customer-facing team, you'll be responsible for delivering exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesSupport and execute strategic customer service...
-
Client Support Specialist
4 weeks ago
Lake Mary, Florida, United States TTI of USA, Inc. Full timeAs a Client Support Specialist at TTI of USA, Inc., you will provide professional support to clients, investment managers, and transfer agents through timely and accurate processing of trade instructions and related transactions. Your role will involve working closely with clients to understand their needs and providing tailored solutions to meet their...
-
Customer Service Representative
3 weeks ago
Lake Mary, Florida, United States PSG Global Solutions Careers Full timeJob Title: Customer Service RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at PSG Global Solutions Careers. As a Customer Service Representative, you will be responsible for providing exceptional service to our clients and candidates, handling inbound and outbound calls,...
-
National Sales Support Representative
4 weeks ago
Lake Mary, Florida, United States Paylocity Full timeJob Title: National Sales Support RepresentativeAt Paylocity, we're seeking a highly motivated and results-driven National Sales Support Representative to join our Sales and Marketing team. As a key member of our organization, you'll play a critical role in driving lead generation and helping our clients modernize their workplace, build employee engagement,...