Representative, Client Processing - - BNY
- BNY Mellon
- 2 - 3 years
- Remote
- 3 years ago
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Job Description
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Client Processing - S3Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner
- Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system
- Enters data, keying information from checks, interpreting payee information and transcribing into on-line system
- Begins monitoring exceptions
- May interact with record keepers to verify that client records are in sync with the fund company or another custodian
- Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs
- Responds to client inquiries, escalating non-standard issues to a Team Lead
- May communicate with an external third party to research inquiries
- Investigates and corrects errors in company records and client accounts
- 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
- No direct reports
- Responsible for the quality and completion of own work
- High school/secondary school or the equivalent combination of education and experience is required
- Bachelors degree preferred
- 2-3 years of total work experience preferred
- Experience in brokerage processing preferred
Job Classification
Industry: BankingFunctional Area: Other,
Role Category: Other
Role: Other
Employement Type: Full time
Education
Under Graduation: Any GraduatePost Graduation: Any Postgraduate
Doctorate: Any Doctorate
Contact Details:
Company: BNY MellonLocation(s): remote
Keyskills: Transcription Client servicing Manager Technology Representative Transaction processing Research Operations Monitoring Supervision
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BNYMellonInternationalOperations(India) PrivateLim ited BNY Mellon is an investments company with more than USD 33 Trillion assets under custody. We provide investment management; investment services and wealth management that help institutions and individuals succeed in markets all over the wo...
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