BNY Mellon Careers

Representative, Client Processing

Poole, United Kingdom
Corporate Trust


Job Description

Client Processing

  • Provides 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.

Qualifications

 

  • Bachelor degree preferred.
  • Experience in brokerage processing preferred.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Dorset-Poole
Job: Corporate Trust
Internal Jobcode: 70611
Organization: Issuer & Loan Services CSD-HR11024
Requisition Number: 1816796