BNY Mellon Careers

Intmdt Rep, Client Processing

Liverpool, United Kingdom
Operations


Job Description

Required Skills and Attributes

• Excellent attention to detail, prioritisation and time management required

• Good working knowledge of Excel, Word & Access

• Knowledge of pension regulation is desirable

• Client focused with a willingness to understand and assist with complex client queries

• Working knowledge of Nexus, Teamworks & Document Management System desirable

• Good understanding of ISA’s/pensions and the tax regime in which they operate.

MyCareer Path Description and Position Summary

Responsible for undertaking all aspects of SIPP/ISA and general administration including new business processing, transfers and contributions, ongoing servicing, calculating, paying benefits, outgoing payments, incoming payments, subscriptions, static data, account opening/closing, deceased, undertaking regular / mandatory reviews and calculating death benefits. The role includes handling client and member enquiries in a professional and conscientious manner, demonstrating high levels of accuracy and customer service at all times.

Adheres to internal procedures, controls and regulatory requirements at all times. Maintains high quality member records and administering all transactions in a timely manner. Works in a flexible, co-operative manner with team members to deliver high quality service.  Draft written correspondence and quality checks work completed by other administrators. Provides team leadership for the day-to-day operations of client processing support team.

Processing complaints at the earliest opportunity with a positive attitude, addressing the true root cause and implementing effective corrective action in order to prevent re-occurrence. Identifies reporting risks and breaches immediately to the Operational Manager and/or the Operational Risk and Compliance Departments.

Makes suggestions to continually enhance service delivery, improve processes and reduce potential complaints and business risks. Undertakes self education on new products and changes to system and documentation, and communicate such developments to the administration team. Project input to new pension products, system testing and design.

Completes any other duties as required.

 

Qualifications

MyCareer Path Primary Responsibilities

• Leads the day-to-day activities

• Process all aspects of ISA/Pension and general administration

• Handles complex client inquiries and requests.

• Keeps up-to-date with ISA/Pension regulation.

• Supports the achievement of team objectives.

MyCareer Path Primary Responsibilities

• Leads the day-to-day activities

• Process all aspects of ISA/Pension and general administration

• Handles complex client inquiries and requests.

• Keeps up-to-date with ISA/Pension regulation.

• Supports the achievement of team objectives.



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 & 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.

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Merseyside-Liverpool
Job: Operations
Internal Jobcode: 09302
Organization: Pershing-HR06431
Requisition Number: 1804407