BNY Mellon Careers

Sr. Analyst, Client Processing

Woodland Park, New Jersey
Customer/Client Service


Job Description

Client Processing - Applies expertise and judgment in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations, and updates to client accounts in a timely manner. Performs complex operational tasks in a product or functional area. Performs complex, manual processing of updates to client accounts or company records. 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. Identifies, investigates and resolves problems in client accounts or company records.

Works closely with technology and systems teams to participate in UAT testing of new functionality and ensure the system is efficient and incorporates any necessary risk mitigations. Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional. Review and check work of other Client Processing Support staff and help resolve escalated issues, as assigned. Responsible for the quality and completion of own work.

Qualifications

Bachelor’s degree or the equivalent combination of education and experience is required. 3-5 years of total work experience is strongly preferred. Experience in brokerage processing is strongly preferred. Fund Administration experience strongly preferred. Experience and knowledge with Real Estate Fund/Private Fund structures a plus. Excellent written, verbal and interpersonal communication skills required. Strong analytical capabilities and problem solving skills required. Ability to work under pressure, meet tight deadlines is required.



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.

Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-New Jersey-Woodland Park
Internal Jobcode: 70605
Job: Customer/Client Service
Organization: CSD AIS Operations-HR08997
Requisition Number: 1806526