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Intermediate Representative, Client Processing @ BNY Mellon

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 Intermediate Representative, Client Processing

Job Description

  • Client Processing - S4Applies 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 (ie, 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
  • 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

Job Classification

Industry: Banking
Functional Area:
Role Category: Voice / Blended
Role: Voice / Blended
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: Any Postgraduate
Doctorate: Any Doctorate

Contact Details:

Company: BNY Mellon
Location(s): Pune

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Keyskills:   Client servicing Accounting Reconciliation Regulatory compliance Manager Technology Transaction processing Operations STP

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BNY Mellon

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...