BNY Mellon Careers

Ld Mgr, Client Processing

Chennai, India
Operations


Job Description

Client Processing - M2 Manages a small to medium Client Processing team that handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks through other managers or professionals. Oversees Client Processing to ensure transactions are handled correctly and timely. Utilizes MIS reporting to ensure correct and timely processing. Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented. Recruits, directs, motivates and develops staff, maximizing their individual contribution, professional development and ability to function effectively with their colleagues as a team. Provides input into departmental budgets and planning. May develop business plan for team/group operations. Manages a Client Processing team. Contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience is preferred with at least 0-1 years in management. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business.

Qualifications

Client Processing - M2 Manages a small to medium Client Processing team that handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks through other managers or professionals. Oversees Client Processing to ensure transactions are handled correctly and timely. Utilizes MIS reporting to ensure correct and timely processing. Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented. Recruits, directs, motivates and develops staff, maximizing their individual contribution, professional development and ability to function effectively with their colleagues as a team. Provides input into departmental budgets and planning. May develop business plan for team/group operations. Manages a Client Processing team. Contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience is preferred with at least 0-1 years in management. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business.

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: India-Tamil Nadu-Chennai
Job: Operations
Internal Jobcode: 70601
Organization: Pershing-HR06431
Requisition Number: 1808863